Automated liability management and optimization system

摘要

A system and method for optimizing the financial needs of a client. The system has a client data input module for processing the financial information of the client. A quote engine of the system contains a plurality of loan options. The system includes an application server for determining the loan options that optimize the financial needs of the client. In this respect, the application server may have an analysis engine that matches the liabilities of the client with the appropriate loan options. Furthermore, the analysis engine may analyze the client's preferences in order to determine the appropriate loan options.