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Free Tools


Why Free Tools?

As we make our software for clients, we sometimes get inspired to make some really useful tools that everyone can use.

Sometimes this is to provide you a sampling of our talents, other times it is to demonstrate how a simple solution can solve tough problems and cost nothing.

This page is a collection of such tools for free public download. 
The tools can be distributed among your organization if needed!

More tools will be added so feel free to signup for our RSS feed to get notified of new free tools!

Most Recent Tools

  • Loan Cost Estimate Worksheet New Update! 1/21/2010  Download belowDemystify the new three-page 2010 GFE with our simple to read 1 page Loan Cost Estimate Worksheet Loan Cost Estimate Worksheet Do ...
    Posted Mar 5, 2010 9:44 AM by Brad Durbin
  • Production Thermometer The Production Thermometer is for industry that track sales: Mortgage Insurance Real Estate  The Production Thermometer tracks your: Units Volume Revenue Provider/Loan Types/Lenders and Referral Sources Takes only ...
    Posted Nov 2, 2009 7:54 AM by Brad Durbin
Showing posts 1 - 2 of 2. View more »

 - Most of our free tools can be customized or personalized to suit your needs.
 - We also also have co-branding and private labeling options for companies.
 - Please see our Store & Inventory page for details
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Loan Cost Estimate Worksheet

posted Jan 8, 2010 8:48 PM by Brad Durbin   [ updated Mar 5, 2010 9:44 AM ]

New Update! 1/21/2010  
Download below

Demystify the new three-page 2010 GFE with our simple to read 1 page Loan Cost Estimate Worksheet


Loan Cost Estimate Worksheet

Do you need a client loan worksheet for the new GFE?

An excel worksheet that will allow you to quickly add multiple scenarios, for multiple prospective mortgage clients, that will let you quickly display an overall cost estimate and loan details. 


Prepare Loan Scenarios is Record Time!
NEW! - Now supports Purchase & Refinance Scenarios 

Features:
  • Easy to read layout for borrowers
  • Add Multiple Clients & Loan Scenarios
  • Easy Client Select & Auto-Populate
  • Add Your Own Logo
  • Modify Row Colors
  • Show/Hide 2nd Mortgage Options
  • Show/Hide ARM info for 1st Mortgage
  • Simple One-Click Email as PDF function
  • Set up a list of disclaimers and choose by client
*Excel 2003 version currently only supports purchase scenarios
  Refinance scenarios coming next

Download our Free version here!

current version is: 2010-01-21


Please note that for our excel 2003 users:

Due to Excel 2003 being replaced by Excel 2007 and the new Excel 2010 free beta release, we will be phasing out Excel 2003 versions.

(Excel 2003 has limitations on formulas and colors  that prevent the document from working properly...
...please consider upgrading to Office 2007 or Office 2010 so that you can have better tools)

current version is: 2010-03-05
(Some formulas may be broken, please email us if so, and also the colors will not be as pretty as in 2007 due to limitations in Excel 2003)

Sample of the Loan Cost Estimate



Production Thermometer

posted Nov 2, 2009 7:07 AM by Brad Durbin   [ updated Nov 2, 2009 7:54 AM ]


The Production Thermometer is for industry that track sales:
  • Mortgage
  • Insurance
  • Real Estate 
The Production Thermometer tracks your:
  • Units
  • Volume
  • Revenue
  • Provider/Loan Types/Lenders
  • and Referral Sources
Takes only seconds to update it!
  1. Set the Year
  2. Select your industry
  3. Set your Unit/Volume/Revenue goals

Add transactions to the Data page and the Thermometer will let you know exactly where you are! 

(And how far you still have to go!)







(Screenshot of the spreadsheet)



1-2 of 2

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