Property Fox Components
When your clients' mortgage needs get complex, Property Fox Components let you deepen any Homeownership Plan. Effortlessly enhance your analysis without building or updating a single spreadsheet.
More Options for When You Need Them
Interest Rate Forecasting
Variable mortgage products shouldn’t be treated like fixed. Their benefits are only realized when rates change. That’s why Property Fox gives you the ability to set your client’s plan to use the default forward rate forecast (like aligning it with a major capital markets forecast), a flat forecast, or a custom forecast you create for that customer. No matter what you choose we’ll show you the impacts it will have on each individual’s mortgage and homeownership plan.
Refinance with Precision
Refinancing isn’t just about penalties and fees, it’s about understanding the impact on the whole life of the mortgage. Using Property Fox you can test out refinance scenarios at different time periods and model how that will impact the entire mortgage. You’ll see the interest differences in the period, but more more importantly you’ll see the impacts of the refinancing over the life of the mortgage.
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Gain Clarity on Penalties
Property Fox not only dynamically calculates the penalties for a mortgage, it also calculates the break even rate. That’s the rate you’d need to secure for the client for the interest savings to cover both the penalties and fees. We’ll not only calculate that for you, we’ll also show the impact on payments so you can advise your clients if it’s the right move for them.
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Consolidation summaries with before and after comparisons
Simplify Debt Consolidation
Rolling consumer debts into the mortgage is about more than just comparing rates. When you amortize a short term debt into the long term of a mortgage, the benefits of a mortgage rate that is lower than a debt’s borrowing rate can quickly evaporate. Property Fox’s debt consolidation component automatically projects the paydown timeline of each debt and shows you the impact of rolling debts into the mortgage, both in terms of consolidated payments and interest expenses.
Add recurring payments and more
Personalized Homeownership Plans Updated Daily
A client’s mortgage changes every day as each term progresses. Trying to keep that up-to-date yourself for each one of your clients would be/currently is - hard! Trying to do that and compare the actual results to each client’s plan is a lot to try and do yourself. Property Fox takes on all of that for you and automatically updates every single mortgage you’re tracking - every day. That means you’re ready to engage with any client, at any moment the opportunity knocks.
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Check the mortgage plan progress to date, daily and automatically.
See when your client will actually be mortgage free.
Automated Campaigns and Content
Lets face it, writing marketing content is a lot of work, and generic content just doesn’t resonate. Really, who wants another note about spring cleaning or getting ready for the holidays? Because Property Fox automatically generates client specific content about their personal plan, we can leverage proven effective email templates to connect on your behalf. We include important information that is relevant to your client, so you don’t need to personally write every email to stay engaged with your client.
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Multiple, proven effective email templates at your fingertips.
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Get visibility into open rates, get suggestions, and schedule which reports to go out and when, automatically.
Visual Storytelling
Property Fox not only generates and automatically distributes meaningful and engaging reports, customized with your branding, it also makes it easy for you to tell the story of your choosing. The powerful graphs, charts and data tables inside of Property Fox can be added to your clipboard in one click, and then you can paste them into your own emails, reports or whatever presentation you want to make to your clients or referral partners.
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Meaningful and engaging reports, customized with your branding.
Powerful graphs, charts and data tables that you can easily copy and paste into your emails, reports, or presentations.