Partner demo
A mortgage conversation a Realtor can actually use in the field.
This demo shows the design language for buyer scenarios, financing paths, watch items and escalation to Dr. Rob.
Buyer scenario
DeAndre J. · W2 professional · $525,000 target
Planning result: strong income, moderate cash pressure, property tax sensitivity.
Planning score82 / 100
Est. DTI43.4%
Cash positionModerate pressure
Primary pathConventional
Offer strategy
Seller contribution
Worth evaluating to reduce closing-cost pressure.
2-1 buydown
Compare against permanent rate reduction and price reduction.
Watch items
- Property tax estimate must be verified for the exact home.
- Insurance quote may change the DTI enough to alter the offer strategy.
- Cash reserve after closing should remain part of the buyer conversation.
Make this the Realtor's shortcut to Dr. Rob.
Run the numbers, see the issue, then escalate the file with context.