speed & CONVENIENce 

In just three easy and intuitive steps, create a mortgage options presentation from any device and share with clients in minutes!

step one

Create a File for new clients or search for previous clients to add to a File!

Step Two

Create a Property in a file (or) create multiple properties to compare loan options across property type and location!

step three

Create multiple Loans for each property. Activate loan features as needed!
Explore Advanced Features Below

COMPLAINT Output

Rest assured that each Mortgage Planning Worksheet complies with regulatory requirements and disclosure.  

Create multiple Mortgage Planning Worksheets in minutes and send to clients via PDF by email from any device!

Advanced features

To #berelevant in the digital mortgage future, you will need to go beyond speed and convenience and turn the conversation away from rate.  Upgrade to Advisor and differentiate yourself as a trusted mortgage professional. 

Investment Analysis

Enter the clients payment and cash goals within the client screen and compare the financial impact over a defined number of years. 

​In this example, the difference between the clients payment goal and the actual loan option payment will be placed in the bank at an 8% annualized rate of return.  

Custom payments

Enter multiple custom payments at any point on the amortization schedule and within any date range.  
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​Examples: add $100 per month starting after the first year and continue for five years; add a lump sum payment or multiple payments on any future date.

Debt payoff

Add individual debts to be paid off in the loan or out of pocket.