Payment Estimates in AgentX
AgentX focuses on giving clients a clear monthly number while you stand with them.
Create an Estimate
- Enter the loan amount, interest rate, and term.
- Adjust down payment or taxes if the client wants to compare options.
- 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.