loans and mortgage tools – select 1

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Loans and Mortgage Tools Select 1

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Loans and Mortgage Tools – Select 1. Loans. Mortgage. Begin Mortgage Section – Part 1. Mortgage. Loans and Mortgage Tools. -Nationwide pricing leaders comparison, WAMU, BofA, Wells, US Bank and others -Using trend lines to identify competitor pricing trends. - PowerPoint PPT Presentation

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Page 1: Loans and Mortgage Tools  –  Select 1

Loans and Mortgage Tools – Select 1Loans and Mortgage Tools – Select 1

Page 2: Loans and Mortgage Tools  –  Select 1

Begin Mortgage Section – Part 1Begin Mortgage Section – Part 1

Page 3: Loans and Mortgage Tools  –  Select 1

Loans and Mortgage Tools

-Nationwide pricing leaders comparison, WAMU, BofA, Wells, US Bank and others

-Using trend lines to identify competitor pricing trends.

-Executive summary reports as often as daily.

-Detailed loan product information with desktop filter/summary capability

samples and description follow. . .

Page 4: Loans and Mortgage Tools  –  Select 1

Source: CA Daily Fixed Mortgage

Daily updates sent to clients via email. Bank history of rates are graphed on next slide

Page 5: Loans and Mortgage Tools  –  Select 1

CA Daily data – 30 year fixed mortgage – WAMU Rate trending UP

Updates are graphed for period shown, a trend line is plotted for future periods, using Polynomial method.

Page 6: Loans and Mortgage Tools  –  Select 1

CA Daily data – 30 year fixed mortgage – Wells Rate trending UP

Updates are graphed for period shown, a trend line is plotted for future periods, using Polynomial method.

Page 7: Loans and Mortgage Tools  –  Select 1

ARM Rates by Region – CMT Index

Several regions,showing Bank, Disc pts, Orig pts, Margin, CAP and calculated APR

Page 8: Loans and Mortgage Tools  –  Select 1

ARM Rates by Region – Libor Index

Page 9: Loans and Mortgage Tools  –  Select 1

ARM Rates by Region – COFI Index

Page 10: Loans and Mortgage Tools  –  Select 1

Begin Loans Section – Part 2Begin Loans Section – Part 2

Page 11: Loans and Mortgage Tools  –  Select 1

Online Data access – Searchable and more

Page 12: Loans and Mortgage Tools  –  Select 1

Online Data access – Searchable LOGIN

Page 13: Loans and Mortgage Tools  –  Select 1

Online Data access – Full Data screen

Page 14: Loans and Mortgage Tools  –  Select 1

Rae leaders – NewAuto, 60mos, 100%, w/summary line

Mulitple REGION Summary, including STATS line in yellow

Page 15: Loans and Mortgage Tools  –  Select 1

CA Detail Products by Bank

Banks listed by PRODUCT, Full loan details, all tiers

Page 16: Loans and Mortgage Tools  –  Select 1

Summary NewAuto, w/ INTERACTIVE Criteria

Summary Filters are flexible and FAST ! NEw Auto 80% LTV >

Page 17: Loans and Mortgage Tools  –  Select 1

Summary Equity, w/ INTERACTIVE Criteria

Split up products summaries for repeating summaries, or create and run at once