Mortgage and property summary

Buying a home is often an emotional and important financial decision. We can help you explain the commitments, liabilities and benefits to your customers.

Contents

This module can provide you with just the planning tools or help you with the reporting and transaction of the chosen products.

Fact finding

Add multiple properties and mortgages at any time

Financial planning

Automatic current affordability analysis Future affordability analysis can be modelled with increasing interest rates Loan to value analysis

Reporting

Produce a customer report with graphics and the ability to edit content

Advisory businesses

We can help you deliver compliant mortgage and property advice that takes into account the client’s needs, existing assets and income.

Our reports provide you with quality graphics, a risk profile and scenario planning results to ensure your client understands the importance of effective financial planning – giving you the opportunity to ensure they are well funded and protected.

Providers & Platforms

We can help you deliver compliant mortgage and property planning tools and advice that takes into account the client’s needs, existing assets and income.

Our reports provide you and your advisers with quality graphics, a risk profile and scenario planning results to ensure the end customer understands the importance of effective planning – giving you the opportunity to ensure they are well funded and protected.

Please contact us, to find out how we can enrich your customer relationships.