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    Financing · Excel

    Loan Quote Comparison Workbook

    Compare three loan quotes over the same planned holding period, including fees, interest and exit penalties.

    What you enter

    • Principal, rates and amortization
    • Points, lender fees and exit penalties
    • Common holding period

    What you get

    • Payment and balance at exit
    • Interest plus fees and penalty
    • Cash paid and financing cost comparison
    Loan Quote Comparison Workbook: example results and editable workbook inputs
    Workbook preview with hypothetical example values. Download the Excel file to edit the assumptions.

    How to use it

    1. Submit your email to unlock the workbook or tool. Any PDFs below download directly without an email.
    2. Save a working copy, review the instructions and replace the example with your records.
    3. Check the results against your lender’s terms and retain a dated copy for the property.

    Excel workbooks contain editable inputs and formulas. Example assumptions are illustrative; they are not current market quotes or financing commitments.

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