Loan Consultant - Mortgage Sales Software

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Loan Consultant

 Contact Database, Qualification, Borrowing Capacity, Borrower Profiling, Product Database, Product Comparison, Product Selection,

Scenario Simulation & Comparison, Mortgage Reduction, Consolidation.

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 TS Loan Consultant is a software package incorporating 4 modules that together deliver the complete process of marketing of mortgage loans.

i) Client Contact / Selected Loan Storage

 Contact Details and Selected Products. Select one or more loan products for your client and store in a client portfolio

 ii) Qualification / Borrowing Capacity

 No need to go from spreadsheet to spreadsheet to get the money required. Enter data once and list lenders in order of maximum borrow.

                 * emulates affordability calculators of 20+ lenders and 2 mortgage insurers
                * comprehensive data entry of income and expenses
                * borrowing capacity for Owner Occupier and Investment combinations.
                * Interest deductions for new loan and existing loans calculated for you.
                * rental income can be expressed as a % of the investment amount. The program
                   will find the maximum borrow and the associated rental figure.
                * max borrow calculated considering  both capacity to repay and funds available. 

iii) Product Database / Product Comparison / Product Selection

 Assess your client’s needs, narrow the field and select a loan for their particular circumstances.

                * Profile your client. Specify loan category, loan features.
                * Comprehensive data service, 70+ lenders. Specify your lender panel.
                * Compare loans using Comparison Rates and Maximum Borrow.
                * Store one or more selected loans in your client portfolio.
                * Split loan (fixed/variable) comparison. Choose the best split loan combination.
                * Compare current loan to the rest of the market. Should your client refinance ?

iv) Detailed analysis of loan scenarios

Accurate, flexible, date sensitive, calculates daily, any loan scenario.

* Trans account vs. Regular Term Loan        * Current Loan vs. Refinance Option
* Product One vs. Product Two                       * Current Loan vs. Scratch Pad (What If)
* Extra Repay ?                                               * Modify Repayments ?
* Interest rate changes ?                                 * Salary & Expenses !
* Once Only and Regular Transactions          * Honeymoon and fixed rates.
* Portfolio/ Split Loans                                     * Debt Consolidation

 Loan Consultant combines 4 powerful modules to form an integrated, comprehensive Loan Marketing & Analysis package.

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