Once you become a Mortgage Coach member, you will have access to Analyze, our foundational software offering. From lead generation to the analysis of loan options to final proposal generation, Analyze will impress your clients and increase referrals from your partners. Diagnose, analyze and present solutions for your clients using the following reports:
Total Cost Analysis
Stand out from your competition and establish credibility immediately by providing your prospective client with a side by side comparison of up to four loan options. This report details the net cost of each loan option over time, reveals when their assets will exceed their liabilities (Freedom Point), and will expand your borrower’s focus beyond interest rates and fees to include the long term impact of the loan on the achievement of their financial goals.
Debt Consolidation
It’s never been easier to analyze a client’s debt structure and recommend the changes that will put them on the path to financial success. This concise, graphic-rich report, will unlock countless opportunities for you to improve the lives of your clients by providing them with a complete picture of their debt situation that includes the weighted average interest rate of all their debt. Begin building the professional, long term relationship (and residual income stream) you want with your clients using this report.
Equity Repositioning
Give yourself the opportunity to meet with your clients once a year by giving your clients a chance to review their current liabilities and your professional recommendations for restructuring their debt. Determine the impact on their savings, project the future value of their real estate, determine potential tax benefits and the overall impact on their financial future.
Rent vs. Own
There’s no better report to describe the benefits of homeownership to your prospective first time homebuyers. Easily present the cost savings and tax advantages of homeownership and show them how quickly and how much equity they can build in their home using this powerful, visually appealing report. Create urgency in your borrower by demonstrating the impact delaying a decision will have on their Total Net Worth over any time frame you choose.
RateWatch
One of our most informative reports, it has proven itself to be the most effective way to stay at the forefront of your client’s mind and to generate referrals to their family and friends too! This report allows you to easily send them a report each quarter that compares their current monthly payments to other loan programs you have available and the impact it could have on paying off their mortgage.
Administration
These reports and many more are included within Analyze. All of them are designed to be easy to learn, quick to produce, visually appealing, and completely customizable. These are the industry’s best reports and enhancements and additional reports are continually being added.