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Other Sample Screens Results Summary Cont. Schedule Cover Sheet Detail Schedule Client Questionnaire Early Payoff Options
Summary Report
Client Summary Report Information:
- The first page of the summary report gives your client a consolidated look at potential savings.
- Following pages give a summary breakdown of each debt. Showing savings and time line.
- Probably the most important page for showing the value you have to offer.
- Client Name and Address
- Prepared By
- Date Prepared
- Combined Accounts Options:
- Sort Option
- Early Payoff Option Selected
- Number of Accounts Processed
- Effective Start Date
- Overall Results Summary:
- For both Standard Payoff Method and Early Payoff Method
- Showing:
- Starting Balance
- Total Interest Paid
- Total Paid
- Money Saved
- Savings Ratio
- Months to Payoff
- Date of Last Payment
- Other Line Of Credit
- Firm Information listed at bottom of summary report.
- Firm Name
- Firm Address
- Phone Numbers
- Email Address
- Web Site Address
- Copyright Information
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