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  • 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.

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Contact Details

T: +44 (0) 118 903 5850
F: +44 (0) 118 950 3765
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