Mortgage Summary Report
Generating reports is an essential feature of any finance app. In the mortgage world, we have quite a few numbers and dollar amounts that need to be efficiently communicated clearly to clients, colleagues, partners and lenders.
The challenge with creating reports is not with fitting the numbers into a table but rather how to best position each number, how to highlight the important ones from the details and how to create an easy to read and easy to understand flow of information.
Much thought has to go into each line of a report before one can produce a beautiful piece of document.
We took the Filogix Expert report to yet another level!
You get the same awesome information and a few other data points that we know you’ll find super useful. Use your app to generate and send branded summary reports to your clients with the possibility of attaching a PDF along with it.
How it Works
Preview and Send
You will be able to see the details and branding in the preview. All you have to do now is enter the email address and tap on send.
Click to Explore
Elements of the Report
Reports are personalized with contact info, profile picture and brand colours.
The header contains the set up of the report with mortgage amount, rate information and amortization.
Basic payment amount and payment frequency
The amount of interest paid over the term and if there were any savings due to accelerated frequencies or extra payments.
How much of the principal was paid over the term and what the balance would be at the end of term
Shows how much time remains at the end of the term. Also shows, if there were any time savings due to accelerated or extra payments.
Every report contains links to your app so anyone who receives a report from your app gets the chance to download it