Pro PDF Export Example
What your clients receive
Branded, one-page PDF with payment matrix, sensitivity analysis & lender rate sheet.
Sarah Mitchell
Senior Loan Officer · Homeward Mortgage
📞 (310) 555-0182
✉ sarah@homewardmortgage.com
NMLS #248710
Client Report
Mortgage Payment Matrix
Purchase Price
$750,000
Down Payment
$150,000 (20%)
Loan Amount
$600,000
Monthly P&I ★
$3,842
Monthly P&I Payment Matrix (★ = your scenario)
| Price / Rate | 6.375% | 6.500% | 6.625% ★ | 6.750% | 6.875% |
|---|---|---|---|---|---|
| $700k | $3,494 | $3,540 | $3,586 | $3,632 | $3,679 |
| $725k | $3,618 | $3,666 | $3,714 | $3,762 | $3,810 |
| $750k ★ | $3,743 | $3,792 | $3,842 ★ | $3,892 | $3,942 |
| $775k | $3,868 | $3,919 | $3,970 | $4,021 | $4,073 |
| $800k | $3,993 | $4,045 | $4,098 | $4,151 | $4,204 |
Today's Rates
Homeward Mortgage · May 28, 2026
6.625%
30-yr Fixed
6.125%
15-yr Fixed
6.375%
5/1 ARM
Rates subject to credit approval. APR may differ. Contact Sarah for a personalized quote.
What moves your payment?
| Scenario | Monthly P&I | vs. Your Scenario |
|---|---|---|
| ★ Your scenario — $750,000 @ 6.625% — $3,842/mo | ||
| −$25k price ($725,000) | $3,714 | ($128)/mo |
| +$25k price ($775,000) | $3,970 | +$128/mo |
| ★ Your scenario — 6.625% rate — $3,842/mo | ||
| −0.125% rate (6.500%) | $3,792 | ($50)/mo |
| +0.125% rate (6.750%) | $3,892 | +$50/mo |
Buy your rate down to 6.375% for just $6,000
Save $99/mo · Break-even in 5.1 yrs · $29,640 saved over 30 yrs
Ask Sarah About This →