Steve
Sticky Note
This is where the user first views the calculator. They must first enter their basic mortgage information before anything is available on the right.
Steve
Sticky Note
2 & 3 are currently inactive until calculate payment button clicked and the numbers satisfy requirements. Titles Faded. Buttons greyed out in this stage.
Steve
Sticky Note
All functions Download | Email | Print are unavailable until information has been entered.
lisa
Sticky Note
Apply Prepayments | Amortization schedule can be opened by clicking the arrow but no information will be displayed. just a message to enter your mortgage information.
lisa
Sticky Note
Main Mortgage Calculator page will default like this. User can instantly enter their information.
lisa
Sticky Note
Help: question mark can appear anywhere in the site where confusion may occur.
When clicked it should have an overlay appear describing the section it resides in.
In this circumstance it would have helpful info about the payment information section
lisa
Sticky Note
Clicking brings you to broker contact info page.
lisa
Sticky Note
Clicking brings you to main solutions page.
lisa
Sticky Note
Information has been entered. This gives payment details and allows user to click buttons in section 3
lisa
Sticky Note
This button will open the apply prepayments section (Page 3)
*Rollover should cause button to change to dark blue
lisa
Sticky Note
This button will open the amortization schedule. (Page 4)
*Rollover should cause button to change to dark blue
lisa
Sticky Note
These functions now active that information has been entered.
Download icon should download a PDF containing this information.
Email should pop up a window above this content prompting for email address
Print should print the pdf version.
lisa
Sticky Note
Clicking compare mortgage will take current information entered and populate section 1 of 3 in scenario comparison (page 6).
It will also open the scenario comparison tab for the user where they will see the information created here in section 1.
*Rollover should cause button to change to dark blue
lisa
Sticky Note
buttons now active
lisa
Sticky Note
opens displaying amortization schedule
lisa
Sticky Note
Section can be opened either by clicking the button in section 3 of payment information or by clicking the arrow to the left of prepayments
lisa
Sticky Note
This dropdown contains all payment periods numbers.
* If periods with prepayments already applied could be red it would be great for user.
lisa
Sticky Note
User selects which type of prepayment they would like to add by selecting the radio button beside it.
They then proceed to enter the amount or percentage based on their selection.
Clicking add will open the amortization schedule. The prepayment should be applied to the period selected
*the content should clear in this section once add is selected
** add button is greyed out if you dont have a payment type selected in that section.
lisa
Sticky Note
Section can be opened either by clicking the button in section 3 of payment information or by clicking the arrow to the left of amorization schedule.
*clicking the arrow again should close the section
lisa
Sticky Note
clicking arrow beside period would reverse the order of the list
lisa
Sticky Note
Clicking either the prepayment amount (in red) or the edit button should open the apply prepayments section. Populating it with the prepayment period, amount and type.
From there you could modify an existing prepayment. Click save and it should change within the schedule.
*delete should also be an option.
lisa
Sticky Note
Delete 'X' will clear the prepayment from the users schedule.
User should be prompted if they want to delete the prepayment.
lisa
Sticky Note
If you clicked the scenario comparison button after creating a sample in 'payment amount' that amount will appear in scenario 1
lisa
Sticky Note
Fill out the other scenarios then click "recalculate scenarios" to create your comparison. Results page 7
lisa
Sticky Note
scenarios are now visible for comparison.
You can edit and recalculate as much as you want because the fields stay open.
lisa
Sticky Note
Just like the payment amount section you can print, email or download the content.
lisa
Sticky Note
Clicking yes or edit brings you to and opens the apply prepayments section and amortization schedule.
This way the user can look through their schedule for existing special payments or add brand new ones
lisa
Sticky Note
Clicking delete X clears all special payments from scenario.
To delete individual ones you have to do it in amortization schedule.
lisa
Sticky Note
Clicking No or '+' will bring you to the apply prepayments section. amortization schedule should also open.
1-Calculator
2-Calculator
3-Calculator
4-Calculator
5-Calculator
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