Calculators and utilities
Custom reports across clients, projects, mortgages and reviews. Filter, save, export to CSV.
AI-powered analysis of project documents. Identifies discrepancies and produces assessment reports.
Client-facing slides on death, cancer, heart attack, stroke stats, income protection, CI and life insurance.
Client-facing slides explaining mortgages, deal periods, ERC, interest rate types, repayment vs interest only.
Calculate monthly mortgage payments based on interest rate, term, and fees.
Calculate SDLT payable on property purchases in England, including FTB relief and second home surcharge.
Take-home pay after income tax, NI, pension contributions and student loan deductions. 2025/26.
Outstanding mortgage balance at deal end, with daily-accurate interest accrual and configurable buffer.
Identify and normalize task assignee inconsistencies — unassigned, unresolved, and format mismatches.
AI-powered BoE base rate & mortgage rate predictions with evidence. Updated daily. Historic accuracy tracking.
Capture mortgage rates from Acre with the Chrome extension, or paste rate data manually. Parse, review and save market rates.
Tie-in rules, turnaround times & service-level links for each lender.
