Mortgage Client Analysis Workbook
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Mortgage Client Analysis Workbook
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What's Included
Overview
Client-facing mortgage analysis tools for loan officers. Calculate affordability, generate amortization schedules, compare rent vs. buy scenarios, and estimate closing costs.
Tracks affordability calculator with dti ratio analysis, amortization schedule with extra payment scenarios, side-by-side 5-year rent vs. buy comparison across 6 organized worksheets. Built for mortgage loan officers and real estate agents who want real formulas doing the work, not empty cells waiting to be filled.
Tabs cover Affordability Calculator, Amortization Schedule, Rent vs Buy, Refinance Calculator and 2 more. Conditional formatting flags what matters. Data validation keeps your entries consistent. Sample data is loaded so you can see the whole thing working before you customize it.
Live Preview
Scroll through tabs at the bottom to explore all worksheets.
Worksheets Included (6)
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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