For the Mortgage Professional
myRateTrack.com is the leading system for helping mortgage professionals and their clients manage their refinance options. The system generates detailed, customer-specific refinance reports -- courtesy of you, their mortgage professional. Clients can manage their email preferences, update loan information and even request an instant report anytime, day or night.
With the Target Refi Rate system, you can consult with your clients now about if and when they should refinance and with that info in the system, once the target rate is set . . . you'll be ready to refi.
Overview
As a member of the myRateTrack.com Professional Network, your past clients and new referrals will have access to detailed, customized, loan-specific refinance reports -- a RateTrack report.
Other refinance tools on the market offer you the option to run a refinance report only if you put in the information, check the rates, input the closing costs, print the report and mail it (maybe you could print the report as a .pdf file if you have Adobe), then email it to the client (if you have their up-to-date email address) . . . now do this for everyone in your database . . . you get the idea.
With your myRateTrack.com account customized for you and your business, once the client data is set in the system, you are done. You can concentrate on building your business and closing more loans.
Getting Client Information in to the System
We'll help you import client data from your current database (ACT, Calyx, Excel, etc.)
Or you can input client data individually anytime (about 60 seconds per client)
You manage promotional codes - to offer RateTrack reports FREE to new contacts
Each month, per reminder, you can input the past month's closings for future reports
How does it work?
Clients can log in to the system to view a report, update contact info or send you a message
Each time your clients log in to view a report they are reminded that this service is courtesy of you
System is customized with your personal info and the rates and closing costs for your business
Reports are emailed to clients based on their personal preferences (or available instantly)
Target Refi Rate notifies YOU and the client once a customer's target rate is available
The RateTrack Report
The report shows the client multiple refinance options based on their exact loan details
Available rates and closing costs (and extras) are based on your personal preferences
ARMwatch page will show clients with ARM what would happen if their ARM were to adjust today
View a sample report