A client is open to refinancing his mortgage to lower his rate, when rates fall below a certain level. With the RateWatch 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. View Report
A client wants to refinance his loan, to lower his monthly payments. However, she's not sure consolidating her credit debt into her mortgage makes financial sense. With the Consolidation Analysis report, we can show the client how paying consumer debt through refinancing can be beneficial to her, and what those benefits total in monthly savings. View Report
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. View Report
A client is purchasing a property with less than a 20% down-payment (which typically requires Private Mortgage Insurance or PMI), but doesn't know the options available to him. With our PMI Comparison Analysis report, we can show how doing a 1st & 2nd Trust Deed combination instead of PMI will reduce his monthly payments, increase his tax deductions and increase his equity. View Report
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. View Report
