Individual Loan Strategy - Debt Module

Within the "..." More Menu > Debt > Strategy tab of each client plan, the Individual Loan Strategy section of the Action Items allows you to choose which loans you would like to include in your proposed payment strategy. To exclude a particular loan from the proposed payment strategy, switch to "Keep Current Payments" within the Strategy column for that loan:

You can also model a refinance for a particular loan within the Strategy menu for that loan. This will allow you to enter the cost of the refinance, the new term, and the new interest rate:

For more information on using the Debt module to dial in a Proposed Payment Strategy for a client, click here.
Contact Us

For additional assistance within RightCapital please contact our Support team.

Educational Webinars

RightCapital is committed to enabling your success. Each week, we cover essential planning modules and product updates.

RightCapital in Action

Check out our YouTube channel where we highlight Advisor Success Stories and share more Tips & Tricks!