Tutorials · Calculators
Export client-ready calculator PDFs
How to run a scenario in BrokerDam's calculators and turn it into a branded document you can send a client the same minute they ask. Time required: two or three minutes.
Open Calculators
Go to the Calculators area in BrokerDam. Everything here works standalone — you don't need an existing deal to run a number for someone who's still deciding whether to start.
Choose the right tab
Pick the calculator that matches the question you're answering: mortgage for payments on a known amount, affordability for how much a client can carry, land transfer tax for provincial closing costs, and prepayment for what paying extra actually saves.
Enter the scenario
Fill in the inputs for the case in front of you. Be honest with the numbers — a flattering scenario built on optimistic income makes for an awkward conversation later, and the point of sending the PDF is that the client can rely on it.
Read the results, including the stress test
The results include the qualifying payment under the stress test, not just the contract payment. That's the figure that decides whether a file works, and showing both is often the fastest way to explain to a client why their approval amount is lower than the online calculator they found.
Use the renewal what-if and amortization chart
On the general mortgage tab you also get a renewal what-if and an amortization chart. The what-if shows the payment at a different renewal rate — the single most useful number for a client renewing into a changed market. The chart shows how the balance falls over the term, which makes the interest-versus-principal conversation visual instead of abstract.
Download the PDF
When the scenario looks right, download the PDF. It comes out branded and formatted for a client to read — not a screenshot of a spreadsheet — so you can attach it to an email or text the client a copy without reformatting anything.
Save a few variations
For a client weighing options, run the scenario two or three times and export each one: a conservative purchase price, a stretch, and the renewal case. Sending a small set of clearly labelled documents does more to move a decision along than a single number in the body of an email.
Set expectations with the output. A calculator PDF is an illustration based on the inputs you entered, not an approval. Say so when you send it, and the document does its job without creating a promise you'd have to walk back.