Analysis Tools
Guide on how to use analysis tools in Deal Details
6 articles
Loan Comparison Analysis Section - OverviewPresent clients with clear, data-driven breakdowns that show exactly how different loan options stack up over time, helping them make confident borrowing decisions.
Points Analysis - Scenario MethodShow your clients exactly how buying points affects their rate, monthly payment, and break-even timeline so they can make a confident, informed decision.
Points Analysis - Loan Comparison MethodShow your clients the real cost of buying down their rate by running a points analysis across multiple loan scenarios side by side.
Total Payment AnalysisTotal Payment Analysis gives your clients a clear, side-by-side view of what each loan option truly costs over the full life of the loan, making it easier to guide them…
Cumulative Payment AnalysisSee exactly when a loan option becomes the smarter financial choice for your client by comparing total costs over any timeframe you choose.
Refinance Transactions - Breakeven AnalysisShow your refinance clients exactly how long it takes to recoup their closing costs so they can make a confident, informed decision.