Products/Mortgage Client Analysis Workbook

Mortgage & Lending

Mortgage Client Analysis Workbook

Name: Mortgage Client Analysis Workbook
Brand: Fennec Press
Price: 9.99 USD
Availability: InStock

$9.99

One-time purchase · Instant download · Both formats included

Works with

Microsoft ExcelGoogle SheetsMac + WindowsiPad + ChromebookNo subscription required

Secure checkoutInstant delivery30-day refund

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Save with a Bundle

This template is included in these bundles. Get more templates and save:

Mortgage Professional Suite

2 templates included

$19.99

$34.98

-43%

All Spreadsheets Bundle

91 templates included

$79.99

$1927.09

-96%

What's Included

7 tabs, formulas pre-wired

Sample data plus a blank version

Conditional formatting and dropdowns set up

Works in Excel and Google Sheets

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 7 organized worksheets. Real formulas doing the work, not empty cells waiting to be filled. Tabs cover Settings, Affordability Calculator, Amortization Schedule, Rent vs Buy and 3 more.

Worksheets Included (7)

Settings

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

Common Questions

Does this work in Excel AND Google Sheets?

Yes. Every spreadsheet ships in two formats: a native .xlsx file (Excel 2016+) and a Google Sheets copy you can open in your browser. Formulas, formatting, and validation work identically in both. Pick whichever your team uses.

Will the formulas break if I add my own rows?

No. Formulas use structured references and dynamic ranges where it matters, so inserting rows mid-table extends the calculations automatically. The Instructions tab in each workbook explains which rows are formula-driven vs. your input.

Is there a password on the file?

Yes. The workbook is lightly sheet-protected to prevent accidental formula overwrites. The password is included in the Setup Guide PDF that ships with every purchase. You're free to unprotect any sheet once you're in.

What if I need a refund?

30-day money-back guarantee, no questions asked. Email hello@fennecpress.com with your order number and we'll process the refund within a business day.

Can I re-download the file later?

Yes. Create a free account at fennecpress.com/account after purchase and your downloads stay accessible. A copy also lands in the confirmation email you received at checkout.

Can I use this for my business / my clients?

Yes. You own your copy outright and can customize it, share it with your team, and use it for as many internal or client-facing projects as you want. You can't resell the template itself, but any work product you create using the template is entirely yours.

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2 templates for $19.99, save 43%

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Templates are tools, not advice. Nothing here is legal, tax, financial, or professional advice. Run big decisions past a qualified professional. Full terms.