This update improves transparency, education, and engagement by allowing clients to better understand payment structures and affordability — all within your branded environment.
What Is the Client Portal Calculator Display?
The Mortgage Calculator Display allows clients to view mortgage payment scenarios directly inside their client portal.
Instead of sending screenshots, spreadsheets, or external calculator links, clients can now see:
Estimated monthly payments
Different amortization options (25-year vs 30-year)
Down payment variations
Interest rate scenarios
Estimated income requirements
Estimated closing costs (where applicable)
All displayed cleanly inside your branded portal.
Why This Matters
This feature improves:
1. Client Education
Clients can visually understand:
How rate changes impact payments
How down payment adjustments affect affordability
The difference between amortizations
This reduces confusion and back-and-forth emails.
2. Professional Presentation
Instead of sending external tools or rough numbers, clients view structured, professional calculations inside your system.
It reinforces:
Authority
Transparency
Accuracy
Brand consistency
3. Conversion Power
When clients clearly see payment breakdowns, they make faster decisions.
This is especially useful for:
Pre-approvals
Offer presentations
Scenario comparisons
Refinancing discussions
Where It Appears
The calculator display appears inside the Client Portal, within the mortgage file view.
Clients can:
View structured payment breakdowns
Review amortization comparisons
Understand affordability scenarios
It is fully aligned with your brand colors and portal styling.
How It Connects to Your Workflow
The calculator display pulls from:
Scenario calculations
Mortgage details within the file
Offer presentations
Portfolio-style data (where applicable)
This means you do not need to manually recreate payment breakdowns elsewhere.
Everything stays centralized.
Is This Replacing Scenario Emails?
No.
This complements your:
Pre-approval scenario emails
Offer updates
Realtor updates
Now, instead of relying only on email attachments, clients can log in anytime and see updated numbers directly in their portal.
Branding & Customization
The display inherits:
Your company logo
Brand colors
Portal styling preferences
You control the presentation through your existing company settings and portal settings.
Best Practices
To maximize impact:
Use it during pre-approval conversations
Reference it during client calls (“Open your portal and scroll to the calculator section”)
Pair it with offer presentations
Update numbers before sending document reminders
This turns your client portal into a true financial dashboard — not just a document upload area.
What This Means for Brokers
This update moves Broki further toward:
Becoming a client-facing financial experience
Reducing reliance on third-party calculators
Increasing professionalism and transparency
Creating a better borrower journey
It’s another step toward making Broki not just a CRM — but a complete mortgage operating system.