Create a HECM Refinance(traditional) Report Single Product

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

Watch video or see below for a step by step process

  1. Click New Report

  1. Click Next

  1. Click on Refinance
  2. Enter Home Value
  3. Enter Current mortgage balance, if any
  4. Enter Current mortgage payment(principal and interest only)
  5. Click Next

  1. Select Single Option
  2. Choose the Product (HECM CMT5, CMT 10 or HECM Fixed)
  3. For CMT 5 or CMT 10 choose the margin
  4. Click Next

  1. View the HECM Tool Report for a Refinance Single Option CMT 5

To Save the report

  1. Click Report Icon

  1. OR Customer Icon

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