Create Purchase Report using a Purchase Price

Once a customer has been created, click on the customer to start a new purchase report.

Watch Video

1. Click on New Report

2. Click Next

3. Click on Purchase
4. Check Purchase Price
5. Enter the purchase price amount
6. Click Next

7. Choose the Option 1 Product (HECM CMT5, CMT 10 or HECM Fixed)
8. For CMT 5 or CMT 10 enter in the Margin
9. Choose the Option 2 Product (All Cash, Conv. 15 yr., Conv. 30 yr., or HECM Fixed)
10. For Conv, 15 yr. or Conv. 30 yr. enter in the Rate
11. Click Next

12. View the HECM Tool Report for a Purchase by adding a purchase price.

To Save the Report

1. Click Report Icon

2. or Click Customer Icon