MBS Highway Subscription
Daily video and written Market Updates
Real-time quotes and market news with an intra-day Bond chart
Text Message and Voice Alerts
Real Estate data for most markets around the US
Home Appreciation Map
Daily sharable social content
Enhanced Financial Calculators (Buy vs. Rent, Appreciation, Side by side loan comparisons, ARM vs. Fixed Rate Calculator)
Kiplinger’s Newsletters
Art Cashin’s Daily Commentary
Economic Calendar (Syncs with your Outlook Calendar)
Learning Center
Presentation Expressway
Short Powe• rPoint presentations for MLOs to utilize
Offers a way for MLOs to give value and teach to different groups of attendees
Full access to archive and new ones are delivered quarterly
Each presentation includes a coaching video from Barry Habib
Loan Advisor
Loan Comparison Tool: Our Loan Comparison Tool is the first to combine your local market data with an easy to use platform that will compare and analyze several different loan scenarios and show your client which option is best for them for their desired time period.
Cost of Waiting Analysis: Create a sense of urgency for your customer and your Realtor’s customers by showing them the cost of delaying a purchase.
Property Comparison Tool: Compare different loans on up to three different homes. Really be an advisor by helping a customer make a financial decision when deciding between which homes are best for them.
Refinance Calculator: We will help you closely estimate the LTV and cash position on a previous transaction, to see if it meets your LTV target before entering into a refinance application. Better still, we will tell you approximately when that property will reach the desired LTV target, if it does not do so already. And we will even help you with your new client, by telling them what date in the future they can expect to see an LTV that will allow them to refinance so they can eliminate Mortgage Insurance.
Annual Mortgage Review with Debt Consolidation Tool:
The Debt Consolidation Tool is extremely intuitive and interactive and will help you solidify your role as an Advisor. You will be able to restructure debt to reduce overall monthly payments, which is exactly what a Debt Manager should do. Additionally, you can help your purchase clients, who are hesitant to move up to a more expensive home at a higher interest rate due to the increase in monthly payment. Showing them how debt consolidation can bridge the gap in payment differential can make the difference in your clients moving forward.
An Annual Review with your past customers is a great way to strengthen your relationship and ensure the chance of you helping them with future financing needs. Since your client last applied for a mortgage, both their home value and debts may have significantly changed. The Annual Review consultation can help them easily see the benefits of debt consolidation and potential elimination of mortgage insurance.
90-Day Marketing Kit
Co-branded marketing kit to people who are shopping
Keeps the potential homeowner engaged and excited about the opportunity in home ownership
Every 10 days for 90 days the potential homebuyer will get a piece of cobranded content that is specific to their location and specific opportunity
Everything else on the site can be co-branded with this addition as well
*NEW* Open House Flyers
Customizable, beautiful open house flyers, to include photos, as well as county demographics and forecasted and historical appreciation data. Additionally, you can include data on local schools, including student to teach ratio and distance. Customizable points of interest and restaurants with google search tools are also included.
Coming Soon: The ability to have a three loan option comparison and/or cost of waiting scenario easily added to the flyer along with MLS integration.
Weekly Newsletter
Weekly marketing piece
Fully customizable
Originators can send to their Referral Partners and Clients with or without a CRM.
Mobile Calculators
Access to all of our powerful calculators on your mobile devices.