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Payment Estimates in AgentX

AgentX focuses on giving clients a clear monthly number while you stand with them.

Create an Estimate

  1. Enter the loan amount, interest rate, and term.
  2. Adjust down payment or taxes if the client wants to compare options.
  3. Tap Calculate to view the monthly payment breakdown.

Compare Options

  • Duplicate a scenario with new numbers to see how payments change.
  • Add a quick note in the scenario summary so you remember which inputs you used.

Share the Results

  • Use the share button to send a text or email summary on the spot.
  • Mention any assumptions you changed so the client understands the estimate.

Need help verifying an estimate? Email support@loanx.ai.