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Refinance Analzyer

Close more deals, and position yourself as the advisor clients trust without hesitation

Turn complexity into confident decisions

Deliver clarity, build authority, and move clients forward faster than ever before

Become the trusted advisor

Walk into every conversation with the confidence

Present clear, professional scenarios that eliminate confusion and reduce back-and-forth. Clients stop second-guessing and start seeing you as the expert who simplifies major financial decisions.

When clients fully understand, they move forward faster and refer you more often.

Show undeniable financial impact

Remove hesitation by making the numbers impossible to ignore

Consumers don’t want to see your spreadsheet. Tap a button and share a live interactive report. Live reports allow you to edit the client’s scenario on the phone without resending a new report. 

Increase deal size and opportunity

Unlock more value from every client file and expand what’s possible

Structure smarter, higher-value solutions

Turn scattered financial situations into powerful, streamlined outcomes

Combine multiple obligations into a single, manageable strategy that improves cash flow and reduces stress. Clients feel relief, and you uncover opportunities that would otherwise be missed.

Better structure leads to bigger deals and stronger relationships.

Make every recommendation defensible

Know exactly when a deal makes sense and stand behind it with certainty

Walk into every discussion prepared with clear thresholds and confident answers. Objections become easier to handle because your recommendations are grounded in logic, not opinion.

Confidence in your numbers creates confidence in your client.

Build long-term trust and loyalty

Help clients see the full picture and stay committed to your strategy

Show the journey, not just the outcome

Help clients understand how their decision performs over time

By laying out the full timeline, you eliminate uncertainty and build deeper trust. Clients feel informed, in control, and aligned with your recommendation from day one.

Transparency strengthens relationships that last beyond a single deal.

Deliver a premium, modern experience

Operate at a higher level with tools that match your ambition

Work faster, present better, and handle more volume without sacrificing quality. Clients notice the difference and associate your process with professionalism and precision.

The right environment elevates both your performance and your brand.

Win more conversations in uncertain markets

Guide clients through “what if” scenarios with clarity and control

Simple & Comprehensive

We have worked with top brokers in the country to identify the pain points of almost all refinance scenarios. The features below are just the beginning as we continue to offer more value to our PRO members.

Review the full list of features included
  • Total Saving Calculations

    Easily calculate interest savings over the remaining term.

  • Cashflow Analysis

    Calculate cash flow and use advanced techniques to increase it for your client.

  • Unlimited Scenarios​

    Organize scenarios by colour or name, drag and drop to any position in your scenario grid.

  • View Refinance Rates​

    We sync live lender rates 3 times a day so you can get the most up to date Refinance rates over any term

  • Custom LTV​

    Set your max LTV and let the app automatically calculate the equity in the property.

  • Full Saving Schedule​

    Month by month break down of the cost and savings of a refinance.

  • Break-Even Point Analysis​

    Use a powerful slider to traverse through the break-even schedule month by month to view savings at any point

  • Roll in Penalty & Fees​

    Automatically roll pre-payment penalty & other fees into the new mortgage.

  • Cash Equity Take out​

    Automatically roll pre-payment penalty & other fees into the new mortgage.

  • Debt Consolidation​

    Help your clients by showing the how consolidating debts can help their cash flow and save interest.

  • Increase Payment​

    Increase new payment by any amount or change payment frequency and view savings.

  • Extend Amortization​

    Extend amortization to 30 years or less in the new mortgage and show lower payments.

  • Date Picker​

    Use a native date picker to set the renewal date or estimate based on number of months left in the current mortgage term.

  • Keep Same Payment​

    Tap a switch and let the app match the new payment with the current payment to save additional interest. 

  • Roll In Cap​

    Set the roll-in cap and let the app automatically calculate the remaining amount payable cash.

  • Detailed Analyzes

    Dive deeper to fully understand the breakdown of available equity and the new mortgage balance.

  • Reverse Calculate AM / PMT

    Our powerful calculators lets you calculate remaining amortization by the current payment or the reverse.

  • Interactive UI

    Navigation as you expect it. Swipe, scroll, tap and ping. We have highly optimized the workflow for the busy broker.

Watch Video Tutorials

Quick, easy and accurate
Simply Powerful

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How to get the app

Since you are not on your phone (for once), you have a few options for downloading Canada's #1 Mortgage app.

Text yourself a link

And don't worry, we don't store numbers to call and say heyyyy

or Scan this QR code

OR check us out on the App Store or Google Play

The Courses

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