The Mortgage Coach Reinvestment Matrix allows you to reinvest monthly cost savings into principal reduction payments, payments back to a savings account, or payments to a new investment vehicle. For example, if you are saving your borrower $100 per month, you can recommend that the borrower reinvests that amount either back into the loan or into a savings or investment vehicle. These are both excellent strategies to present to a Financial Planner partner.
Access the resources below:
Please watch the video to learn:
- Where to find the Reinvestment Matrix
- How to set up principal reduction payments
- How to set up payments back to the borrower’s current savings account
- How to set up payments to a new reinvestment portfolio
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