As an advisor, when your clients require access to cash, to finance a dependent’s college tuition, purchase real estate or for personal liquidity, why limit yourself to costly asset liquidation or inflexible annuity options? Cion Digital’s Advisor Lending platform enables wealth advisors to automatically curate relevant loan offers from our network of lenders based on the client’s needs, financial situation and anticipated use of funds.
If you’re an advisor who already offers loan solutions to your clients, you likely spend hours, if not days, manually “shopping” your clients to multiple lenders and collating resulting offers. Cion eliminates the manual work associated with curating loan offers for your clients by automatically generating relevant
offers from our network of lenders in seconds, based on the borrower’s needs, financial situation and anticipated use of funds.
Cion Digital’s Advisor Lending platform supports all types of loans including loans secured by investments and securities, as well as consumer loans, small business loans and commercial loans.
As an advisor, how much time do you spend shopping your clients to lenders, collating resulting offers and facilitating application submission and documentation? Cion Digital automates loan offer generation and application submission, saving advisors hours and revolutionizing the borrower’s experience.
Learn more about how Cion Digital automates loan application submission.