Choose the easiest way to request a savings analysis.
For us to run a savings analysis for your clients, we need the terms on their debts and the terms for your new loan, if applicable.
We'll also need the client's name(s) and age(s) for calculations in regards to savings over time. You can provide contact info up front so you don't have to do it later. We do not contact your clients without your approval.
We'll also need the client's name(s) and age(s) for calculations in regards to savings over time. You can provide contact info up front so you don't have to do it later. We do not contact your clients without your approval.
1 - Use our form (Green Button Top Right)
You can open the pdf from our site or download it and keep it on your computer for quick access.
You'll fill in the new loan terms if any, add the client's debts and click the submit button to email to us.
Instructions are below.
If you do not have interest rates on some of their debts, we use an average for the initial analysis.
Using average rates is close enough to see if the program makes sense for them. Then we dial it in later if they are moving forward with us.
In some cases our system calculate the rate from other terms for specific kinds of debts.
You can open the pdf from our site or download it and keep it on your computer for quick access.
You'll fill in the new loan terms if any, add the client's debts and click the submit button to email to us.
Instructions are below.
If you do not have interest rates on some of their debts, we use an average for the initial analysis.
Using average rates is close enough to see if the program makes sense for them. Then we dial it in later if they are moving forward with us.
In some cases our system calculate the rate from other terms for specific kinds of debts.
2 - Copy paste liabilities and email or send us a pic.
You can copy the liabilities from your LOS, paste into an email with the new loan info and send to us.
Or print out the liabilities and write down the other info and send us a pic (as long as it's in focus.)
Or copy paste from the credit report.
Another option that has been used over time is to copy sections of the credit report and paste it into an email, along with the loan and client info we need.
You usually have to copy and paste from more than one page.
Either way is fine with us. We're showing you options because we want you to find what works best, and the quickest, for you.
We need client names and ages or DOB. We use this a couple of calculations on savings over time.
As mentioned above, if you don't have rates on the non-mortgage debts, we'll use averages which will show us if the program makes sense for the clients.
If you go this route, you can email the info to is at freeanalysis@mortgagevigilante.com
You can copy the liabilities from your LOS, paste into an email with the new loan info and send to us.
Or print out the liabilities and write down the other info and send us a pic (as long as it's in focus.)
Or copy paste from the credit report.
Another option that has been used over time is to copy sections of the credit report and paste it into an email, along with the loan and client info we need.
You usually have to copy and paste from more than one page.
Either way is fine with us. We're showing you options because we want you to find what works best, and the quickest, for you.
We need client names and ages or DOB. We use this a couple of calculations on savings over time.
As mentioned above, if you don't have rates on the non-mortgage debts, we'll use averages which will show us if the program makes sense for the clients.
If you go this route, you can email the info to is at freeanalysis@mortgagevigilante.com
3 - Have your client fill in a form online.
We have a form set up on a site that your client can use to send us the terms on their debts. We use Adobe Sign to verify the client is sending the info from their email for security and privacy purposes.
You can have your client send the info and if there is a proposed loan, you can email us the details yourself.
The link for you to give your clients is
We have a form set up on a site that your client can use to send us the terms on their debts. We use Adobe Sign to verify the client is sending the info from their email for security and privacy purposes.
You can have your client send the info and if there is a proposed loan, you can email us the details yourself.
The link for you to give your clients is
Using Our Form
You'll enter the prospects payment terms in the form below. We'll create their savings analysis and typically send it over to you within 1 to 2 business days depending on how many we already have in the queue.
If you are missing an interest rate or term put in your best guess and we can correct it later.
If you are missing an interest rate or term put in your best guess and we can correct it later.
Entering your mortgage(s) and other simple interest debts like Autos, Student loans, Personal Loans, etc.
Enter a description, the interest rate, current balance, time remaining, & monthly payment due amount.
On Mortgages we need the P&I payment separate from the taxes and insurance. The reason is taxes & insurance are not a debt and are not used in the savings calculations.
Enter a description, the interest rate, current balance, time remaining, & monthly payment due amount.
On Mortgages we need the P&I payment separate from the taxes and insurance. The reason is taxes & insurance are not a debt and are not used in the savings calculations.
Example of entering mortgage & simple interest debts.
Entering Revolving / Compounded Interest debts like Credit Cards and other revolving accounts where your payment changes as you make purchases or pay it down.
Enter a description, the interest rate, current balance, credit limit, & monthly minimum payment due amount.
The term changes on these as they are paid down or purchases are made. Our system will calculate the term on these later so skip the term column for these debts.
Enter a description, the interest rate, current balance, credit limit, & monthly minimum payment due amount.
The term changes on these as they are paid down or purchases are made. Our system will calculate the term on these later so skip the term column for these debts.
Example of entering credit card & revolving debts.
Use the button below to open our pdf form and add your client's numbers.
The form will open in your browser or in your pdf application depending on how yours is set up in your browser.
You can also open the form and download it so you can open it anytime on your computer.
There are no mandatory fields in the form, so you can get this done without any hassle and sent to us. If we anything more we'll reach out to you.
When you hit the submit button, the form will open your email app of choice and is set to send to our email address.
The form will open in your browser or in your pdf application depending on how yours is set up in your browser.
You can also open the form and download it so you can open it anytime on your computer.
There are no mandatory fields in the form, so you can get this done without any hassle and sent to us. If we anything more we'll reach out to you.
When you hit the submit button, the form will open your email app of choice and is set to send to our email address.
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