How Property Fox Works
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Property Fox empowers you to start client conversations with insightful analysis.
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Prioritize client needs by analyzing mortgage options for existing clients and before the application process for new clients.
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Access insights, including projected balances, effective amortizations, penalties, and savings comparisons with rate forecasting.
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Take advantage of multiple, client-facing reports, branded with your logo, to share important, but complex mortgage and home ownership details in a simple easy to understand format.
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Put easy-to-access recommended strategies to use on items such as debt consolidation and potential home improvement allocations, and see how much extra cash your clients might have available to own their home sooner, or for a down payment to acquire a second or third property.
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Confidently plan and recommend the best mortgage options for your clients at any given moment, building trust and solidifying your position as a trusted advisor.
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And all of this is included with your Property Fox membership. And you can quit any time, though we don't think you'll want to!
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Here is our three-step guide to starting with Property Fox and setting on the path to providing superior service right from the outset:
Step 1
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Get Started with Quick Data Entry and Portfolio Monitoring
Data Entry:
Quickly enter client mortgage information, either manually or by bulk upload.
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Dashboard Check:
Begin your day with a dashboard review, paying special attention to pre-categorized hot and warm deals, or upcoming maturities.
Continuous Monitoring:
Property Fox intelligently analyzes your entire mortgage portfolio, detecting valuable opportunities in real-time, while you work on closing existing business.
Step 2
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Prioritize Deals and Gain Client Insights
Alerts and Prioritization:
As Property Fox mines for opportunities, it sends you email alerts and on-screen notifications about high-priority opportunities where your clients need to hear from you today, ensuring you focus on the most promising opportunities first.
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Homeownership Performance:
After selecting a client, access their mortgage details, including past, present, and future homeownership information. Spark their interest & prepare for a conversation. Download informative client-facing reports to share before contacting them.
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Client Qualification:
Stress test and eligibility tools improve your client's mortgage options efficiently, reducing unnecessary applications and wait times.
Step 3
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Optimize Mortgages and Engage Clients for Life
Real-time Mortgage Comparisons:
Compare mortgage products side-by-side from the majority of Canadian lenders, providing instant recommendations based on current penalties, savings, and rates, and maximize client savings.
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Rate Change Forecasting:
Showcase your expertise with rate change forecasting to evaluate the impact of future market changes. Run what-if scenarios & make informed suggestions to save them money.​
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Client Retention:
Boost client retention & referrals through proactive renewal monitoring, enabling you to provide competitive offers before clients opt for straight renewals. Share Property Fox with trusted professionals to generate a high referral closure rate, strengthening relationships.