Direct the client to log into their account. Once they are at their dashboard, they should click “Cost Explorer.” From there, they will be able to enter their information or skip through and use the default values to explore options.

Refer to the video below or the onboarding training for an in-depth overview.

Little changes, big difference
Adjust your loan details and immediately see how it impacts your monthly payment and closing costs.

Take control of your budget
Tangible, helpful tips to better understand your own personal affordability.

Follow the money
See exactly where your money is going, both in closing costs and monthly payments.