How can I find out which of my clients should consider refinancing their mortgage?
1. To get a list of all of your clients' mortgage information, go to Operations -> Accounts -> Account List -> Liabilities. Here you will see every liability that you have entered for your clients.
2. Use the FILTER button to narrow this list down to just home mortgages with an APR above say, 4.5%.
3. Sort the resulting list by APR or Balance to see who will benefit most by refinancing.
4. When you have the list that you want, save a report or export the information to Excel for further processing.
In HELP, look for Refinancing Mortgages for more details.