This section (using real life examples) details how Mortgage Coach (our unique mortgage solution software) separates us from the rest of the mortgage industry by providing information to clients that other mortgage lenders don't think to offer, thereby helping our clients make more informed decisions about the financing options available to them. Mortgage Coach reports are included.
Case Study 1 - A client is concerned about
living paycheck to paycheck, and is considering either ending monthly
investment in their retirement account/investments or canceling an
insurance policy to free up monthly cash. With our
Equity
Repositioning Report, we can show him how refinancing &
continuing to contribute to their investments can not only increase his
monthly cash flow, but will also help him invest more fully in his
financial future. To see an example of how Equity Repositioning can
benefit you/your clients:
Click Here for PDF
Version
Click Here for HTML Version with report details
Case Study 2
- A client wants to refinance
his loan, to lower his monthly payments. However, he is not sure consolidating his credit debt into his mortgage
makes financial sense. With the
Consolidation Analysis
report, we can show the client
how paying consumer debt through refinancing can be beneficial to him and
the monthly savings the will client
receive. To see an example of
how consolidating debt can benefit you/your clients:
Click
Here for PDF Version
Click Here for HTML Version with report details
Case Study 3 - A client is open to
refinancing his mortgage to lower his rate, when rates fall below a
certain level. With the
Rate Watch
Report, we can e-mail him (on a monthly basis) a comparison
of current market rates & what the monthly savings would be. The
client can then make more informed decisions, based on current market
data. To see an example of a Rate Watch report & the monthly
benefits it details:
Click
Here for PDF Version
Click Here for HTML Version with report details
Case Study 4
- A client doesn't know
what mortgage rate/cost structure is the most beneficial for their
situation. Unlike what you may have heard from the news media, The
Lowest Rate is Not Always The Best Loan. With our Total Cost
Analysis Report, we can provide a comparison of 3-4
rate/cost scenarios, allowing the client to pick the one that best fits
their lifestyle & future plans. To see an example of why the Total
Cost is the most important feature to consider:
Click Here for PDF Version
Click Here for HTML Version with report details
Case Study
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