Holdings: Mortgage Products

When recording a mortgage product the ‘Contributions’ page changes to ‘Repayments’ and the following information should be recorded:

At the bottom right hand side, CCD will calculate the repayment and interest only costs based on ‘Current amount outstanding’ and ‘current rate of interest’.

The ‘Details’ page will need to have the following information recorded:

The ‘Current debt’ and ‘Current value’ fields can be pulled into the fact find to assist in the completion of the clients net worth.