To model a client's current mortgage, navigate to the Profile > Net Worth > Add Account > Loan card. Once the terms of the mortgage are entered choose the corresponding property within the "link to property" drop down. When choosing to sell the previous primary home using the Primary Home Relocation Goal, any mortgage balance tied to the previous home will be automatically paid off. Within the Primary Home Relocation goal you will also see an option to enter new mortgage terms for the future new home purchase if the down payment is less than 100%.
Where do I input the mortgage information?
Educational Webinars 
RightCapital is committed to enabling your success. Each week, we cover essential planning modules and product updates.
