Tools

Choose the Right Calculator

See what each of the twelve calculators answers, so you open the right one first.

Prefill a Calculator From a Deal

Attach an active deal so the numbers arrive already filled in.

Work Safely in the Scratchpad

Run numbers for someone who is not in your system yet, without changing any record.

Copy or Export a Calculation

Get a result out of BrokerPlus as a branded document or a plain text summary.

Run a Prepayment Penalty Calculation

Estimate what breaking a mortgage will cost, using the lender's own method.

Understand Interest Rate Differential Math

Learn how the penalty is worked out, so you can explain it to a client.

Lender-Specific Penalty Rules

See where a lender departs from the standard method, and what that changes.

Compare Lender Options

Put today's lender options beside the penalty and see which one leaves the client ahead.

Compare Strategies for a Client

Model up to eight mortgage options side by side and see which one wins.

Run Deal Defender

Turn a filled-in strategy board into a written note that defends your recommendation.

Build a Mortgage Plan

Walk a buyer through the full cost of a purchase, one question at a time.

Work Out What a Client Can Afford

Size a mortgage against an income, and see which ratio is holding it down.

Estimate Closing Costs and Cash to Close

Show a buyer the payment, the land transfer tax and the cash they need on closing day.

Qualify Rental Income Lender by Lender

Run a rental property through every lender's worksheet and see who counts the most income.

Compare Fixed Against Variable

Show what a rate path costs a client either way over the term.

Show What Paying Extra Saves

Put a lump sum, a larger payment or a linked deposit against a mortgage and price the result.

Explain a Mortgage to a Client

Show where each payment goes and when principal starts to win.

Model Cash Damming

Price the strategy that turns a non-deductible mortgage into deductible debt.

Find a Recent Calculation

Go back to something you worked out earlier and pick it up again.

Embed a Public Calculator

Put a branded calculator on your own website and capture the leads it produces.

Manage the Rates Page

Keep the pricing every calculation and client report is built on current.

Add a Rate Override

Quote the rate you were actually given instead of the published one.

Add a Rate Note and Expiry

Record why a rate is what it is, and when it stops being true.

Upload a Rate Sheet

Drop a lender's rate sheet in and map what it says onto your grid.

Add a Custom Lender

Work with a lender BrokerPlus does not carry, and price it yourself.

Choose the Lenders You Place With

Favourite the lenders you use, archive the ones you do not, and file each one by type.

Set Your Rate Matching Rules

Decide which lender and product a client can be moved to when a best option is picked.

Verify a Client's Documents Instantly

Check documents a client handed you directly, without sending them a request.

Read the Verification Results

Work through what each document was read as, and act on anything left in review.

Generate a Verification Report

Produce a dated income, down payment or liabilities report from what was verified.

Build a Custom Report

Assemble a client report section by section and preview it against a real deal.

Build a Consolidation Report

Show a client what folding their debts into the mortgage would free up.

Generate Reports in Bulk

Render one report per client for a whole list, and download them together.