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The "Total Cost Analysis" is an industry favorite; here you can show the client different loan programs side by side and in color. Highlight the net cost over time of first and second if you are doing a piggy versus PMI, versus five-year interest-only, versus 30- year fixed versus Option ARM.
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The RateWatch Report has the nickname "Lead Machine"; This automated one-page report can be bulk mailed in a standard-size business envelope. It keeps your name and product lines at the forefront clients' mind month after month.
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The "Equity Repositioning Analysis is the favorite of financial planners and CPA.s This report summarizes Current liabilities, then spells out a recommended debt structure.
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