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Scenario Advisor

Scenario Advisor is a tool that helps you present lending scenarios to your prospective borrowers. You can create a report that includes multiple scenarios and share it with your borrower. The borrower can then review the scenarios and select the one that best fits their needs.

It’s essentially a digital borrower conversation and presentation platform that transitions lenders and loan officers from providing price to providing advice.

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How it benefits you

Scenario Advisor has several benefits:

  • Increases conversion rates and profits
  • Improves client retention
  • Reduces pricing exceptions
  • Positions you as a trusted mortgage expert and advisor
  • Shifts the conversation from price to advice

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How it benefits your borrowers

  • Provides a personalized experience
  • Helps borrowers make informed decisions
  • Simplifies the mortgage process
  • Builds trust with the lender

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