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In this presentation, Todd uses the Loan Analysis calculator to demonstrate different payment scenarios as well as different mortgage strategies, such as a 15-year mortgage vs. a 30-year mortgage. What you’ll learn:

  • How to motivate clients to “be an honest banker;”
  • Why you have to compare loans of different time frames over the longer time frame;
  • Why Todd recommends to not change the interest rate initially;
  • The impact of diverting cash flow to PUAs instead of paying down a mortgage faster;
  • Quick Tip: When using Future Value calculators to compare, set numbers to “end” and “monthly.”

Loan Analysis Calculator Description

Printing an Amortization Schedule

Loan Analysis Archives