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)

