A 2-page client report Print-ready, PDF at letter size
Scenarios stay in this browser on this device — they are not uploaded anywhere and are not part of the client report. Your Loan Officer details are not saved; they fill in automatically when you sign in.
The loan
1The LoanThe four numbers that set the schedule
Optional — appears in the report header
$
Principal owed today, not the original amount
%
Current note rate on the loan
yrs
The extra
2Extra PrincipalAnything above the scheduled payment
$
Added to principal every month
$
Lump applied once a year
$
Applied to principal now
3Payment Plan
Modeled as one extra payment a year
yr
The year the report compares balances
The report leads with the payoff window — the range between the scheduled payoff and the accelerated one — then names the interest that never accrues.
Who it’s fromRequired
LO
Loan Officer Information
Appears on page 2 of the report, in the signature block and the disclosures
0 of 7
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.
Save this scenario
Stored in this browser on this device. Reload it any time from “Load a saved scenario” at the top of the page.
Extra Payment — Results
Save this scenario
Stored in this browser on this device. Reload it any time from “Load a saved scenario” on the inputs page.