Everyone with Platinum access on Lender Spotlight can use our Compare and Share tool. This is a fantastic tool to quickly compare lenders products and rates, and share that information with you clients.
To start, add your search filters in Lender Spotlight, then click on the lender you want to see a specific product or rate for. On the lenders product card, click the grey "+" in the right corner to add that product into the Compare and Share tool. Click the Back to Lenders button to look at other products and rates. Repeat the steps to add additional products to your comparison. You can view and compare 1 to 10 products at a time.
When ready, click the "Compare Products" button in the bottom right.
Click on the "Create Report" button on the top right. This will open a screen where you can customize your comparison before generating a shareable PDF report.
With the Create Report screen open you can choose to include your brokerage team logo (if part of a brokerage Platinum Team), include your contact info, add a greeting or message, as well as toggle on/off all product attributes and include select policy information.
Once you have finished customizing your comparison report, click the "Create Report" button. This will generate a PDF document of your comparison report. This can be printed or downloaded to share with you client.
Any questions, please reach out by clicking on the live chat button in the bottom right. Alternatively you can email us at: support@lenderspotlight.ca