I need to administrate client mortgages, set up a data base to track their mortgages, I would like to calculate APR and be able to have a payout ready at any time. When the mortgage is coming to term and add renewal fees or other terms at renewal. Track any missed payments and add late payment fees.
Track referral sources for each client.
I would like to input the data then also be able to generate a mortgage commitment(attached iMortgage Canada example). Once the mortgage is funded be able to go back to the client file and update closing date, fees etc.
The 2nd part would be to generate cost of credit disclosure statements and conflict of interest fee disclosure statements. (see Alpine Credits forms attached