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Finlocker PFM

價格:免費

更新日期:2019-05-15

檔案大小:28.9 MB

目前版本:1.05

版本需求:需要 iOS 10.0 或以上版本。與 iPhone、iPad 及 iPod touch 相容。

支援語言:英語

Finlocker PFM(圖1)-速報App

FinLocker is your own personal financial management tool offered to you free by a trusted financial partner, a lender, credit union, realtor, mortgage broker, or financial advisor.

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Organize in one place:

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Your FinLocker dashboard has the capability to track your balances and transactions in one place. Your budgeting, transactions, assets and liabilities, credit score and credit report, cash flow analysis, and your home value

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Budgeting:

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Understand what you are spending and where. Track by categories and drill down into subcategories.

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Education:

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FinLocker is a tool to assist you with your home purchase or refinance needs. View educational videos, create loan scenarios to understand how much you can afford, and what loan product may best meet your needs.

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Prepare:

Work with your financial partner or institution to best prepare you for home ownership by planning for a down payment, establishing reserves, your debt to income ratio, projected loan to value, and more.

Share:

When ready to move forward with a financial transaction, you choose what accounts to share with your financial institution. All data is always encrypted.

支援平台:iPhone, iPad