Premium Broker Blog
 

June 24, 2018

Fact Find - Liabilities

Liabilities needs to be entered correctly and can be added by clicking on the ADD LIABILITY Button on the top right hand corner.

HINT - Make sure the LINKED ASSET is correctly selected.

If this liability is being REFINANCED, tick the refiance chec...

June 13, 2018

Broker Tools - Refinance Analysis

If you are refinancing a loan you must provide the client with a Refinancing Report.  There are a number of fields that need to be entered correctly. However if you are having trouble please make sure the following fields are entered co...

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