The Equity Gained report is a great way to show a buyer the financial opportunity there is in housing today. To get started using this tool, follow the steps below:
1. Add your client's name by clicking + Add new or select them from the drop down.
2. Add an address, city, county, or ZIP code.
3. Add the purchase price.
4. Select up to 2 rates of appreciation you would like displayed in the report.
5. Add a Loan Amount or select the down payment amount from the pop-up window.
6. Add your loan term and rate.
7. Select your loan program and type of loan.
8. Click Calculate.
9. Make changes to your property including displayed address, price and appreciation rates by clicking Edit under Property.
9. To make edits to the loan information, click Edit. You can make changes to the loan amount, term, loan program, loan type, and rate.
10. To add an agent for Co-branding, click Edit.
11. Once you have made your desired edits, click Review Report.
Sharing the Results
From there, you can share the report with your client by clicking Share in the top right hand corner of the page. Click here to learn more about sharing.
Have questions or want to learn more? Submit a ticket or call us today!
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