Rolldown Calc

Loan Officer

Name

Title

Phone

Cell

NMLS #

DRE #

Fax

Client Info

Client Name

Current Loan

Principal Owed

As Of Date

Interest Rate (%)

Loan Term (years)

Months Left to Pay

Auto-calculated from balance, rate & P&I

Current P&I Payment

New Loan Offer

Loan Amount

New Interest Rate (%)

New Loan Term (years)

Loan Costs ($)

How Costs Are Paid

No costs to the borrower - lender covers all fees.

Show Option 2 (Same Payment / 15-yr style) - off by default

Monthly Savings

Prepared for -

Rate Drop

Interest Saved (Opt 2)

P:-

C:-

E:-

Refinance Options

	Current	Option 1Lower Payment	Option 2Same Payment

Quick Snapshot

Option 1 - Lower Payment

Option 2 - Same Payment

Documents Needed to Lock Rate