A 2-page client report Print-ready, PDF at letter size
Saved in this browser on this device only, under your sign-in. Loan Officer details are never saved — they fill in from your Microsoft profile each time.
The property
1Property & ClientWhat the report is about
Optional — appears in the report header
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The scenarios
2Buying TodayThe terms you can lock right now
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Applies to the buy-today payment only
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Charged against buying today only when a future rate is lower
3If They WaitYour rate view at each window
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pt
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Down payment percentage, term, and loan type carry across every window — only the rate, points, and seller credit change. The home price rises with your appreciation assumptions.
The assumptions
4Loan Structure & CashSame in every scenario
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Reduces cash to close
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5Monthly Costs & Mortgage InsuranceMI is auto from loan type and LTV
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Not estimated — enter it if the community has one
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Conventional: no upfront MI
Disability or surviving spouse
Taxes and insurance estimate from the price until you type over them, and are held constant across every waiting scenario — only the loan changes.
6Appreciation & Rent
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Leave at 0 to hide the rent comparison
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With rent entered, waiting is measured against rent paid net of what owning actually costs — not against the payment difference.
Who it’s fromRequired
LO
Loan Officer Information
Appears on page 2 of the report, in the signature block and the disclosures
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Turn this on if you’re preparing this report for the officer you support. Their details replace yours below, and your job title and photo are left off the report — a Title field appears so you can print theirs instead.
Printed under their name. Leave blank to omit it.
Auto-filled from the license state
Ready when you are
Generate the 2-page client report
You can come back and edit any input before printing.