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Looking for our Servicing Calculator/Loan Worksheet? Download it here!
Servicing Calculator Tips & Tricks
Breaking down expenses
Don't worry about converting clients expenses between weekly, monthly, and annually. Our servicing calculator has the capability to transfer all expenses to their monthly figure!
Inputting Credit Cards
When listing existing commitments, be sure to include both the limit and balance of any credit card's to get an accurate calculation.
Pre-tax Deductions
If your client has a pre-tax deduction that doesn't get paid into their bank account, be sure to list it in their existing commitments as well - we have an option for Super Salary Sacrifice!
