How to create an Annual Mortgage Review in EDGE

Direct link to YouTube video: https://youtu.be/paKAvEzpcXk 

The Total Cost Analysis can be used to show a complete review of your borrower’s current mortgage scenario and any potential refinance options. This presentation should be done at least once per year so that you can ensure you you provide a Mortgage Under Management experience for your past clients. Please watch the video above for details on:

• Setting up the borrower’s current mortgage scenario
• Assessing the client’s goals and financial picture
• Creating new refinance loan scenarios
• Selecting your analysis metrics
• Delivering your advice through the reinvestment strategies
• Generating an EDGE link