Are your client's curious about what type of mortgage would best suit them in a new home purchase? Or maybe your client's are thinking about buying a new home and you want to be proactive in giving them solid mortgage advice.
To begin, go to the Calculators tab, select Mortgage Comparison Calculator then click Add a Calculator.
Enter the name of the Mortgage Comparison Calculator and click Add.
Depending on what Mortgage Type you choose, the data fields necessary for that particular calculation will show on the calculator.
Once you have input all the information click Calculate.
To view a summary of the calculation, click View Output. From output, you can click Download PDF to share with your client.