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TPO Kit

Refinance break-even calculator for loan officers.

The current loan against the one you can offer: the new payment and APR, the monthly difference, and the month the closing costs are earned back, with the restarted term counted.

The Loan They Have

$
%
mo
A 30-year loan two years in has 336 left.
$

The Loan You Can Offer

%
$
Including any points.
$
When entered, only this counts toward the APR.
$
yrs
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Kept in this browser. Your name, NMLS ID and company print on the PDF and travel with links you copy.

TPO KitRefinance Break-Even

Your actual rate, payment, and costs could be higher. Get an official Loan Estimate before choosing a loan.

Running Cost of Each Choice

APR counts every closing cost and point as a finance charge unless the lender's fees and points are entered separately.

Estimates from the inputs shown. Not a Loan Estimate or an offer to lend.

TPO Kit · Free calculator · tpostack.comNo sign-up. The math runs in the browser.

Inputs stay in this browser. Usage counts record the tool used and a few rounded figures, such as loan purpose, state and loan-amount band. No names, addresses or exact amounts.

Questions

Why are there two break-evens?

On the payment: closing costs divided by the monthly payment difference. It flatters a refinance that stretches the loan back to 30 years, because part of the lower payment is just slower repayment.

On total cost: adds up what each choice has cost from today, payments plus closing costs minus the principal paid off, and finds the first month the new loan comes out lower. It counts the restarted term and any costs added to the balance.

How is the APR worked out?

For the new loan, every closing cost counts as a finance charge unless you enter the lender's fees and points; then only that amount counts. Monthly mortgage insurance counts for the full term, since the tool has no home value. Each of these can only raise the APR. The current loan isn't being offered, so it shows no APR.

What does it leave out?

Escrow refunds and the skipped payment at closing, which move cash around but don't change the cost of either loan. Adjustable rates: both loans are treated as fixed. Cash-out: use the Loan Comparison. Mortgage insurance is treated as flat; it doesn't cancel.

These are estimates from the inputs shown, not a Loan Estimate or an offer to lend.

Decisions

Loan comparison and borrower presentation software for mortgage brokers.

Compare the options you quote, present them to the borrower, and send them by secure link or PDF. APR, cash to close and total cost on every option.

  • Side-by-Side Comparison. Payment, cash to close, APR, points and total cost for each option, at 2 and 5 years.
  • Borrower Presentation. A step-by-step presentation for the borrower meeting, with presenter notes.
  • Decision Record. The option selected and the reason given, each entry time-stamped and attributed.