Debt Consolidation Example (.25% rate drop)

In this example, I'm going to walk through some new features related to the client presentation, but just show how you could help a client refinance to only a quarter-point rate drop and still accomplish a specific goal they have (in this case, freeing up cash flow for the next 4 to 5 years).

The digital and the PDF are now interlinked using the same engine to drive the results for both. You can share only a digital presentation. Or you can share a PDF presentation, which links to the digital presentation.

Debt Consolidation.mp4