Launch status: Coming soon for consumers
Note Modeler previews fully amortizing, interest-only plus balloon, accrual balloon, and adjustable-rate promissory-note schedules before anything is recorded.
Key Takeaways
- Compare modeled payment, interest, balance, maturity, and funding-loan views
- Review the schedule, and on Builder Pro export a PDF or CSV, without creating a real note or payment
- On Builder Pro, save a modeled scenario as a named model you can reopen or update later, without changing Note Tracker records
- After a note or liability is tracked, Builder Pro can create an unsigned promissory note draft from the record. Complete the legal terms, review the PDF, have an attorney review it before signing, and upload the signed instrument back to Documents yourself.