Generate Reports & Use Calculators

This guide provides step-by-step instructions on how to generate reports and use calculators within Scarlett. It covers various reports including applications summary, lender transactions, commissions, renewal tracking, and firm statistics. It also provides calculators for scenarios such as mortgage payments, maximum mortgage, mortgage analyzer, payment analyzer, mortgage isolator, prepayment analyzer, and income required. Viewing this guide will help users navigate the website and utilize the different tools effectively.

1) Click here to access all reports

2) Click here to access "Applications Summary Report"

3) Here you can access the agent you want to select

4) Here you can select from a PDF or CSV format

5) Here you can select your Deal Source

6) Here you can scroll or search for a lender

7) Click here for Application Status

8) Click here for Application Type

9) Click here for Referral Source

10) Click here to pick the Date Type

11) Click here to Group By: (Application Status, Lender, Mortgage Position, Referral Source, Agent)

12) Here you can choose the Date Range

13) As well, you can add additional sorting filters that may fit

14) Here you can Run the Report, Set Default Settings, or Reset to Default

15) Click here to get to the Lender Transaction Report

16) Here you can select from Agent, Format, Deal Source, Lender, Application Status, Date Type, From and To Range, Group by Status, and the additional sortation features. As well, you can Run Report, Set Default Settings, and Reset to Default.

17) Click here to get to Commissions Report

18) Commissions Report has all of the available search filters as Lender Transactions Report, as well a Fee Type and Deduction Type.

19) Click here to get to Renewal Tracking Report

20) All of the features in this report should look familiar to the previous features

21) Click here to get to the Firm Statistics Report

22) These features should be familiar as well

23) Click here to view the wide range of calculators available in Scarlett

24) Click here to view the Scenario Builder

25) Here you can build and save basic mortgage scenarios

26) Click here to view the Amortization Schedule

27) Here you can produce and print amortization tables based on the mortgage data you input

28) Click here to get to the Maximum Mortgage page

29) In Maximum Mortgage, you can calculate the qualifying mortgage amounts based on income

30) Click here to get to the Mortgage Analyzer

31) Here you can calculate the mortgage payments and generate an amortization schedule based on your input

32) Click here to get to Payment Analyzer

33) Payment Analyzer does a quick and simple calculation of mortgage payments based on basic information such as amount, interest rate, amortization, and then generates a payment comparison based on frequency

34) Click here to access the Mortgage Isolator

35) Here you can isolate variables and reverse engineer your mortgage based on the inputs

36) Click here to get to the Prepayment Analyzer

37) Here you can demonstrate the value of making lump sum or accelerated payments

38) Click here to get to the income required page

39) This calculator shows income requirements based on mortgage amounts