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
(or care enough) to offer, thereby helping our clients make
more informed decisions about the financing options available
to them.
Sample Mortgage Coach reports are included (requires
Adobe Reader).
Case
Study 1 - A client is open to refinancing his mortgage tolower
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.
Case Study 2 - A client wants to refinance his
loan, to lower his monthly payments. However, he's 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 what those benefits total in monthly
savings. To see an example of how consolidating debt can benefit
you/your clients, Click Here.
Case Study 3 - 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 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.
Case Study 4 - 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.
