The Purchase Analysis bundle makes it easy to quickly build multiple reports at once that you can share with your clients. Once you have added clients to your Client Manager, you can start generating reports including the Purchase Analysis. Click View on the client you wish to create the bundle for and then follow the steps below:

1. Click + Create Report.

2. Click the Purchase Analysis bubble.

3. Click Create.

4. Enter an address, city, county, or ZIP code and choose an option from the dropdown.

5. Enter the Price of the property. Annual Property Tax and Monthly Home Insurance will be automatically calculated. These fields are editable.

• Optional: Add a Monthly Association Fee.

6. Select the appreciation calculation you would like to use.

Adding an Alternative Price

If comparing different prices on the same home, you can click +Add alternate price. 

1. Click + Add alternate price.

2. Add a Price. Property tax and monthly home insurance will automatically calculate, but you can edit these fields.

3. Click Add.

Adding Additional Locations

Next, you can add up to three different locations for which you can create and compare reports in your loan comparison.

1. Click Add second location or property.

2. Follow steps 5-6.

3. Click Add.

4. You can add one more location by clicking Add third location or property.

5. Click Next to add loan options.

Adding Loan Options

1. Choose a Property and/or Purchase Price from the drop down menu.

2. Click the Second Loan option to quickly make a second loan for the same property.

3. Enter the details about the second loan and then click Update. The second loan Amount will then appear in the loan details.

4. Add the loan's details including:

• Loan Name (optional)
• Down Payment (select from drop down)
• Term (defaulted to 30 years)
• Loan Program (select from drop down)
• Loan Type (select from drop down)
• Rate
• Points (if applicable)

5. Mortgage Insurance Premium and Upfront MIP will be automatically calculated, but these fields are editable. Use the checkbox below to finance the MIP and add it to the loan amount.

6. Enter Closing Costs, Credits, and Prepaid & Escrows amounts.

• Option to Use worksheet.

7. Click the Add (number) loan option to add additional loans. You can add a total of five loan options.

8. Repeat steps 1-6 until all desired loans are added, and click Save after inputting the details of each loan.

9. Click Next once you have completed adding your loan options.

10. Choose which loan you would like to use in your Cost of Waiting analysis.

11. Click Next.

Your Purchase Analysis will then be generated along with a Loan Comparison, Cost of Waiting and Buy vs Rent report. To share the bundle with your client by clicking Share. Learn more about sharing by clicking here. 

You can click on a report’s tile to view or edit the report. Once you have reviewed or edited the report, you can  navigate back to your Purchase Analysis bundle by clicking Purchase Analysis in the top left hand corner of the page.