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Moving Up Comparison

Page 1

Property Comparison

Current Home

Dream Home

Point Mortgage Corporation is licensed by the Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act. 2421 Fenton Street, Suite A, Chula Vista, CA 91914. NMLS ID #231073 (www.pointmtg.com). +1 619.475.4095. Point Mortgage Corporation and Coldwell Banker West are affiliated companies with common ownership and any other real estate companies showcased are not affiliated nor share common ownership. You are free to shop around for the best price and are not obligated to use the services of one or the other. Some products and services may not be available in all states. Credit and collateral are subject to approval. Terms and conditions apply. Programs, rates, terms, and conditions are subject to change and are subject to borrower(s) qualification. This is not a commitment to lend.

Powered By MBS Highway Disclaimer: These property and loan scenarios are for demonstration purposes only and in no way guarantee what actual payments or results may be. The interest rates are subject to change. The forecasts and projections for waiting to purchase are not a guarantee. Actual results may vary.

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Property Summaries

Current Home

Dream Home

$4,745 Annual Property Taxes $190 Monthly Home Insurance

$7,300 Annual Property Taxes $292 Monthly Home Insurance

$650,000 San Diego, CA 1 Loan Option

$1,000,000 San Diego, CA 1 Loan Option

Current Loan

Dream Loan

Loan Amount

$400,000

$800,000

Term

30 years

30 years

Down Payment

$250,000

$200,000

Rate

3.25%

3.25%

APR %

3.275%

3.355%

Annual Prin. & Interest (Year 1)

$20,890

$41,780

Monthly Prin. & Interest (Start)

$1,741

$3,482

Total Monthly Expenses

$2,326

$4,382

Total Annual Expenses

$27,915

$52,584

Closing Cost

$0

$10,000

Total Cash to Close

$250,000

$210,000

Fixed/ARM

Conv. Fixed

Conv. Fixed

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Lowest Cost Loan Snapshot (Year 10) Average Residency in a Home According to National Association of Realtors is 10 years

200k

400k 350k 300k Net Cost in $

Net Cost in $

150k

100k

50k

250k 200k 150k 100k 50k

0

0

400k 350k

Net Cost in $

300k 250k 200k 150k 100k 50k 0 Years

Current Loan

Dream Loan

Loan

Year 8

Year 9

Year 10

Year 11

Year 12

Current Home (Current Loan)

$152,234

$169,738

$186,898

$203,704

$220,143

Dream Home (Dream Loan)

$288,499

$320,261

$351,336

$381,702

$411,334

Included Costs Closing Costs Interest Cost of Points

Current Loan

Dream Loan

$0

$10,000

$116,648

$233,296

$0

$0

Property Tax

$47,450

$73,000

Home Insurance

$22,800

$35,040

Mort. Insurance

$0

$0

$186,898

$351,336

$0

$164,438

Total Diff. vs. Lowest Cost

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Total Equity (Year 10) 2M

Value ($)

1.5M

1M

500k

0

Total Equity Gained 1.6M 1.4M

Value ($)

1.2M 1M 800k 600k 400k 200k 0

Appreciation Property Name Loan Appreciation Equity from Amort. Total Equity Difference

Down Payment

Equity from Amort.

Current Home

Dream Home

Current Loan

Dream Loan

$745,754

$1,127,843

$93,082

$186,164

$838,836

$1,314,007

$475,171

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