We’ve added a new Multi Term Calculator to the RESEARCH platform, designed to make comparing different mortgage term options simpler and faster.
Advisers can now model, compare and present a range of scenarios in one place — helping clients understand how changes to term length or loan amount affect monthly payments, interest, and overall cost.
Key features include:
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Instant Data Pull – Lender information, including rates and fees, is automatically populated once core data is entered.
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Flexible Range Selection – Define a range of mortgage terms and loan amounts directly within the calculator.
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Visual Chart Overview – View a dynamic chart showing how small adjustments impact overall costs.
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Comprehensive Comparison Data – Instantly see differences in monthly payments, total interest, and true cost across all options.
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Single, Compliant Export – Generate one clear, compliant comparison document for your client.
The Multi Term Calculator is live now in RESEARCH, helping advisers work more efficiently and transparently. The feature removes the need to manually model multiple scenarios, improves clarity when presenting options to clients, and ensures every recommendation remains fully compliant.
This update forms part of our ongoing commitment to improve efficiency and transparency within the RESEARCH platform, helping advisers work more effectively and maintain complete compliance across every recommendation.
