Loan Analysis Tools
A powerful set of financial insights designed to help loan officers clearly demonstrate the true financial impact of different mortgage options.
We’re excited to introduce our new suite of Loan Analysis Tools — a powerful set of financial insights designed to help loan officers clearly demonstrate the true financial impact of different mortgage options. These one-of-a-kind tools are built directly into every loan comparison table, making it easier than ever to go beyond rates and payments and deliver meaningful financial guidance to your clients. With these tools, you can instantly provide deeper analysis including:
• Points Analysis – Show clients when paying points makes financial sense.
• Refinance Breakeven Analysis – Clearly illustrate how long it takes for a refinance to breakeven.
• Cumulative Payment Analysis – Compare how loan options perform over time.
• Total Payment Analysis – Reveal the true long-term cost of each loan scenario.
• Best Financial Position – Identify which option leaves your client in the strongest financial position.
These insights empower you to move beyond being a rate quote provider and position yourself as a trusted financial advisor. With clearer comparisons and smarter analysis, you can.
A full instructional video for each section is available at Analysis Tools | Deal Details Education Center