Recap Builder
The Financial Collective
The Financial Collective
Drop any calculator PDFs — Purchase Summary, Affordability, Equity, or Bridge. Two Purchase Summaries → Option A & B. Equity/Bridge reports add a "Your equity position" section for move-up buyers. None → the recap skips numbers and says a proposal is coming.
Paste your Google Meet / Gemini notes (summary + action items). I'll pull a client-friendly summary and action plan you can edit. You can also drop a Word (.docx), .txt, or PDF notes file.
Co-brand the recap with a referral partner (e.g. the client's realtor). Pick a saved partner from the dropdown, or fill the fields and click Save partner to reuse them next time. Their name, brokerage, email, and phone show at the very top of the recap. Saved partners live in this browser; ask me to add your regular partners permanently.
Choose which process visual goes in the client's recap PDF. First-Time and Repeat embed the full box diagram (prints razor-sharp — it's vector, not a screenshot); Repeat adds the equity (before) and bridge (after) bookends. Path strip is the simple one-line version.