Create a HECM Refinance(traditional) Report Comparing 2 Products

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

  1. View the HECM Tool Report for a Refinance comparing Two Options CMT 5 to a HECM Fixed.

To Save the report

  1. Click Report Icon

  1. OR Customer Icon