speed & CONVENIENce
In just three easy and intuitive steps, create a mortgage options presentation from any device and share with clients in minutes!
step oneCreate a File for new clients or search for previous clients to add to a File!
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Step TwoCreate a Property in a file (or) create multiple properties to compare loan options across property type and location!
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step threeCreate 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.
Advanced features
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Investment AnalysisEnter 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 paymentsEnter multiple custom payments at any point on the amortization schedule and within any date range.
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 payoffAdd individual debts to be paid off in the loan or out of pocket.
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