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Integrated method loan and financial planning system and method

  • US 20060015423A1
  • Filed: 07/14/2004
  • Published: 01/19/2006
  • Est. Priority Date: 07/14/2004
  • Status: Abandoned Application
First Claim
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1. ) An integrated mortgage loan and financial planning system for use by an integrated network of service providers within a predetermined community, the system comprising:

  • at least one computer-based scenario desk with a display having an input device and user interface provided thereon that is viewable by at least one user for inputting input information and reviewing output information;

    the input information including a client'"'"'s financial history, personal data, and status;

    the output information including a summary of the input information and output information selected from the group consisting of;

    current liabilities, recommended debt structure, asset accumulation, total real estate investment value, risk information and/or analyses, mortgage loan-related data, estimates and scenarios for mortgage loan structure, notes, and combinations thereof;

    thereby providing an integrated mortgage loan and financial planning system for providing investment results and options to the client.

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