Mortgage & Lending
Mortgage Client Analysis Workbook
$9.99
One-time purchase · Instant download · Both formats included
What's Included
6+ Worksheet Tabs
Working Formulas & Logic
Sample Data Pre-loaded
Instructions Tab
Excel (.xlsx) Format
Google Sheets Format
Overview
Client-facing mortgage analysis tools for loan officers. Calculate affordability, generate amortization schedules, compare rent vs. buy scenarios, and estimate closing costs.
Worksheets Included (6)
Affordability Calculator
Amortization Schedule
Rent vs Buy
Refinance Calculator
Closing Cost Estimator
Instructions
Key Features
- Affordability calculator with DTI ratio analysis
- Amortization schedule with extra payment scenarios
- Side-by-side 5-year rent vs. buy comparison
- Refinance calculator with break-even timeline
- Itemized closing cost estimator with buyer/seller split
Ideal For
- Mortgage loan officers
- Real estate agents
- First-time homebuyers
- Financial advisors
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