The mortgage section is designed to help identify mortgage needs, review mortgages and provide debt management advice, as required depending on clients needs.

For example the affordability calculator summaries clients requirements, calculates after tax net disposable income and matches the client requirements and income to the lender affordability calculators. It also provides quotations from lenders thus establishing the most suitable provider for a client.

Mortgage Functionality Summary

• Affordability calculator linked to lender calculators.
• Repayment Calculators
• Tax and net disposable income calculators
• Loan consolidation calculator
• Mortgage Review Calculators;
• Compare mortgages
• Extra Payments, Lump sum and monthly
• Bi-Weekly payments
• Interest only
• Product Library

Screenshots (click to enlarge)

While mortgage demand is low all kinds of advice involves dealing with the financial commitments of clients. The tools in the mortgage section of “Money Advice” are designed to allow the advisor deal in an informed way with the clients’ needs arising borrowings.

For more information call +353 65 68 49675 or mail info@brokercrm.com

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