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.