Refinance Estimator

Upload the client's mortgage statement, add values and pricing, then copy the email.

Example client. These numbers are made up so you can see how the tool works.

1Mortgage statement

Drop the statement PDF here or click to choose a file
Read in your browser only. Nothing is uploaded or saved.

Mortgage insurance is usually folded into the escrow line and not listed on its own. Ask the client if they put less than 20% down on a conventional loan, or if it's an FHA loan.

2Client and loan details

3Value, costs and limits

Suggested max for this setup: —. Enter the program's actual limit.

4Pricing options from Loan Sifter

Leave P&I blank to calculate it. Points: positive = cost, negative = lender credit.

Eligibility check

    Value range

    Current vs. new

    Client email

    Subject:

    Paste into your email template. The table keeps its formatting in Outlook and Gmail. Add your own sign-off and signature.

    Estimates only. Values, LTV limits and pricing are entered by the loan officer and should be checked against the lender's current guidelines.