Summary
The Equity Gained report provides up to a 15-year projection of potential home equity, based on one or two appreciation models selected during report setup.
In this example seen below, the report compares two scenarios: Forecasted Appreciation and Historical Appreciation.
Navigating to the Equity Gained Report
You can find your Equity Gained report within Client Manager as well as within the Real Estate sidebar menu.
Navigating through the Client Manager
Client Manager allows you to create reports for your clients using previously saved loan and property details, saving you time when building new scenarios. To learn more, click here.
Navigating through the left-hand sidebar menu
To access the Equity Gained report using the left-hand sidebar menu, click Real Estate, then click Equity Gained and Appreciation.
💡 Helpful Tip: You can also search and favorite reports, tools, and calculators. Click here to learn how.
Equity Calculations
The top section summarizes your estimated equity, up to 15 years. You can use the toggle bar above the charts to adjust the number of years.
Each chart will display the Appreciation Gained, Amortization Gained, and Total Equity Gained.
Helpful Tip: Use this section to highlight how both market growth and loan repayment contribute to long-term equity.
Equity Visualization Graph
The bottom line graph charts home value growth with appreciation rates and the remaining loan balance over time.
Equity Chart Legend
🟦 🟣 Purple/Teal Line: A purple and/or teal line will be displayed for the appreciation rates you chose when building the report
⚫ Black Line: Remaining loan balance
🏠 House icons: Projected home value at each milestone (year 0, 3, 6, etc.)
💲 Dollar icons: Corresponding loan balance at those same milestones
Need Help?
Have questions or want to learn more? Submit a ticket or call us today!
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