- help your customers understand their loan affordability
- identify rebroking opportunities
- incorporate property assets and mortgage liabilities as part of wealth and protection planning
We can help you to build a holistic picture of a customer’s assets in three stages
Fact find
- You can 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
- A customer report is produced with useful graphics and the ability to edit content (if required)
Please contact us if you would like to know more.
