How equity is calculated, adding properties and debts, portfolio equity, and the programmatic equity + consolidation reports.
Adding Additional Properties To A Client
Capture rental, second home, or other properties so portfolio equity reflects the full picture.
Adding Client Debts For Consolidation Analysis
Capture secured and unsecured debts so we can show the consolidation savings opportunity.
How Equity Is Calculated
Value blended from several automated valuation models (AVMs), minus mortgage balance. Pencil icon lets you override.
Portfolio Equity
How total equity rolls up across the subject property plus any additional properties you've added.
The Consolidation Report
Programmatic one-time send showing the consolidation savings opportunity to a client.
The Equity Report
Send the equity report monthly or one-time. When a client updates their info, those changes flow back to your dashboard.
What The Equity Page Shows
A tour of the equity page - value, equity, LTV, HELOC scenario, reverse mortgage scenario, and additional properties.
Can't find what you're looking for? Our team responds within one business day.
