Use the calculator hub for quick standalone estimates or attach an active deal to prefill available values. Calculator inputs remain a scratchpad and never update the deal.
Choose a Calculator
Open Tools > Calculators and choose from five groups:
- Plan
- Compare
- Qualify
- Pay down
- Restructure
The current hub contains 12 calculators. Use each catalogue description to choose the calculation that matches the client question.
Attach a Deal
- Open a calculator and use Attach a deal at the bottom of the calculator list to attach an active deal, or continue without one.
- Review the values BrokerPlus can prefill, including client, income, debts, loan, property value, rate, amortization, tax, lender, remaining term, and product type.
- Change any calculator input needed for the scenario.
- Use the deal context controls to reset to the deal, detach it, or open the deal record.
The calculator is a scratchpad. Editing an input does not write the value back to the deal.
Share the Result
Every calculator offers Preview & Export in its header, and most also offer Copy summary beside it.
Preview & Export opens the report in your brokerage's branding before anything leaves the screen. Toggle any section off that the client does not need, then download. A section with nothing to show tells you why instead of disappearing.
Mortgage Plan and Prepayment Penalty add their own save, history, and download actions on top of that. Follow the actions shown inside the selected calculator.
Test scenarios freely
Because the scratchpad does not update the deal, you can compare options without changing the source record. Return to the deal only when the verified client data itself needs an edit.
What to Do Next
Use Calculate a Prepayment Penalty for lender-specific break-cost estimates and client PDFs.