Case studies
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Rate Watch Registration
This section (using real life examples) details how Mortgage Coach (our unique mortgage solution software) separates us from the rest of the mortgage industry by providing information to clients that other mortgage lenders don't think to offer, thereby helping our clients make more informed decisions about the financing options available to them. Mortgage Coach reports are included (requires Adobe Reader).
Case Study 1 - 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. To see an example of
how Equity Repositioning can benefit you/your clients:
Click Here for PDF Version
Click Here for HTML Version with report details
Case Study 2 - A client wants to refinance
his loan, to lower his monthly payments. However, he's not sure
consolidating his credit debt into his mortgage makes financial sense.
With the Consolidation Analysis report,
we can show the client how paying consumer debt through refinancing
can be beneficial to him, and what those benefits total in monthly savings.
To see an example of how consolidating debt can benefit you/your clients:
Click Here for PDF Version
Click Here for
HTML Version with report details
Case Study 3 - A client is open to refinancing
his mortgage to lower his rate, when rates fall below a certain level.
With the Rate Watch 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. To
see an example of a Rate Watch report & the monthly benefits it
details:
Click Here for PDF Version
Click Here for HTML Version
with report details
Case Study 4 - 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 Analysis 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.
To see an example of why the Total Cost is the most important feature
to consider:
Click Here for PDF Version
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with report details
Case Study 5 - See the Benefits of
Homeownership in action! Do you remember buying your first
home? For many families it is a stressful struggle deciding on
when and if they should purchase a home of their own. This summary
displays the benefit opportunities of homeownership. It displays
the amount currently paid in rent and corresponds that to the investment
of owning your own home. With our Rent Vs
Own report,
we are able to help a family see how owning a home is often less expensive
than renting. To see an example of how affordable a home really
is:
Click Here for PDF Version
Click Here for HTML Version
with report details