Calculators

One credit simulator, infinite possibilities.

Engage your clients on any channel with fully online, real-time credit simulations.

talk to sales
Vector (1)

Imagine a simpler way...

...to engage customers with your credit offering while tracking their journey and providing them with extensive loan data. Our credit Calculators can do all that, and more. All in real time, for a broad variety of credit products.

Frame (5)
Mortgage
Frame (6)
Consumer Loan
Frame (7)
Tax Free Savings Account (TFSA)
Frame (8)
Foreign exchange
Frame (9)
Registered Retirement Income Fund (RRIF)
Frame-5
Registered Retirement Savings Plan (RRSP)

A successful customer
journeye starts here

Group 238020

 

Initiate client relationships

As the first point of contact with clients, a handy, intuitive credit simulator is your chance to make a perfect impression. It's easy to use and gives future clients all the information needed to make their loan decision.

Use one credit calculator everywhere

Your credit calculator is available anytime via your website, internet banking, or a branch's front end. The same powerful engine works across any channel and is fully online.

Centralise your offering

Each credit simulator is directly linked to the product catalogue and updates automatically in real-time when the bank's offer changes. The credit calculator includes all products from all related partners in one place.

Do everything you need

The module combines ease of use with advanced loan simulation features. You can create and compare scenarios, save work, and return to previous simulations without logging in. Plus, you can easily share data by email, print it, and view full payment plans in a snap.

Simplicity outside,
data power inside

Group 238419

Configure with ease

Our credit simulators are also easy to use on the back end side, allowing business teams to create and manage product characteristics, price lists, and parameters without IT support.

Manage customer journey

The module can be fully integrated with loan origination, the bank's core system, and existing credit workflows. It allows you to track customers along their path and contact them during the simulation, pre-approval and proposal.

How it works?

With credit Calculator, customers can instantly see their payment plans for any product and purpose over selected period.

Frame-Mar-24-2025-09-05-55-5381-AM
Frame-Mar-24-2025-09-05-55-5381-AM

Product selection

The user chooses the credit product. By default, the module uses the predefined price, time, and conditions from the loan products catalogue.

Frame-1-1
Frame-1-1

Loan calculation

The module performs calculations for the selected product.

Frame-2-1
Frame-2-1

Detailed information

Send the simulation by email, print it, resume loan, see the full payment plan, create and compare scenarios.

Frame-3-1
Frame-3-1

Save simulations

The user can save the simulation for future use. No login required.

Frame-4-1
Frame-4-1

Loan application

The client applies for a loan based on the simulation. The application is automatically synced with the origination module.

Your end-to-end suite of credit collection tools

Meet a complete range of features that streamline your credit collections workflows.

Frame-Mar-24-2025-09-11-39-0477-AM

Accessibility and user experience

Make simulators accessible to people with physical, cognitive, and learning disadvantages with a Web Content Accessibility Guidelines-compliant tool.

Frame-1-2

Data collection and analytics

Collect simulation data and analyse it using intuitive dashboards. Find and retrieve simulations and contacts easily using several filters available.

Frame-2-2

Lead generation

Use the crucial first point of contact to generate customer leads.

Frame-3-2

CRM integration

Sync the module with your CRM to register potential new leads right into your database.

Frame-4-2

Pre-qualification

Use simulation data to gain information about potential leads and carry out the initial qualification.