Debt Payoff Planner

Help Clients Build a Clear Repayment Plan
Empower your users to organize, compare, and conquer debt with a visual, goal-driven payoff experience.
Debt Payoff Planner Feature Demo

Track Balances

View balances, interest, and totals.

Users can see all their debts across categories like credit cards, student loans, and auto loans. The dashboard includes total owed, interest breakdown, and projected payoff timelines—giving users a complete view of their debt situation.

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Organize Debts

Set payoff order and priorities.

Clients can drag and drop to reorder debts or choose built-in strategies like highest interest first or smallest balance first. This helps users build a plan that matches their goals and repayment style.

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Compare Strategies

Pick the plan that works best.

Side-by-side comparisons show debt-free dates and total interest paid under different approaches. Users can choose the fastest timeline, lowest cost, or a custom plan—backed by data.

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View Payment Schedule

Monthly plan, auto-generated.

Once a strategy is selected, users get a detailed payment plan by account and month. The schedule updates automatically and can be downloaded for easy tracking or sharing during coaching sessions.

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Add Extra Payments

Accelerate payoff in real time.

Users can add recurring or one-time extra payments and instantly see the impact on their debt timeline and interest savings. Great for goal-setting and accountability.

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