Client Education

Connect with your prospective clients at a critical decision making point like no other. All clients shop and make decisions based on loan terms, fees and whom they trust. Building trust is done through a combination of actions that when combined clearly separate one loan professional from another. This tool allows you to speak to any prospective borrower clearly educating them in a professional manner that will give you many degrees of separation from your competition.

Conversion and Presentation

The true gut of Eclipse is the presentation and conversions system that enables loan professionals to convert more clients through information, education and presentation. It elevates loan professionals from transactional to advisory.

Loan origination is a culture divided into two main factions of those who take orders and those who advise. Many originators are order takes not because they don't want to be an advisor, they just don't know how. Through the greatest presentation software in the market loan professionals are equipped with loan level presentations that analyze a borrower’s current position with future goals and clearly, colorfully lay out the benefits of your loan proposals.

	Total Cost Analysis Stand out from your competition and establish credibility immediately by providing your prospective client with a side by side comparison of up to four loan options. This report details the net cost of each loan option over time, reveals when their assets will exceed their liabilities (Freedom Point), and will expand your borrower’s focus beyond interest rates and fees to include the long term impact of the loan on the achievement of their financial goals.
	Debt Consolidation It’s never been easier to analyze a client’s debt structure and recommend the changes that will put them on the path to financial success. This concise, graphic-rich report, will unlock countless opportunities for you to improve the lives of your clients by providing them with a complete picture of their debt situation that includes the weighted average interest rate of all their debt. Begin building the professional, long term relationship (and residual income stream) you want with your clients using this report.
	Equity Repositioning Give yourself the opportunity to meet with your clients once a year by giving your clients a chance to review their current liabilities and your professional recommendations for restructuring their debt. Determine the impact on their savings, project the future value of their real estate, determine potential tax benefits and the overall impact on their financial future.
	Rent vs. Own There’s no better report to describe the benefits of home ownership to your prospective first time home buyers. Easily present the cost savings and tax advantages of home ownership and show them how quickly and how much equity they can build in their home using this powerful, visually appealing report. Create urgency in your borrower by demonstrating the impact delaying a decision will have on their Total Net Worth over any time frame you choose.
	RateWatch One of our most informative reports, it has proven itself to be the most effective way to stay at the forefront of your client’s mind and to generate referrals to their family and friends too! This report allows you to easily send them a report each quarter that compares their current monthly payments to other loan programs you have available and the impact it could have on paying off their mortgage.
	Administration These reports and many more are included within Analyze. All of them are designed to be easy to learn, quick to produce, visually appealing, and completely customizable. These are the industry’s best reports and enhancements and additional reports are continually being added.