HOME EQUITY LOAN AMORTIZATION SCHEDULE TEMPLATE

LENDER NAME DATA

***Complete WHI

LENDER ADDRESS PURCHASE PRICE

PERCENT OF DOWN PAYMENT

LENDER PHONE TOTAL DOWN PAYMENT

LENDER WEB www. LOAN AMOUNT

CONTACT EMAIL ANNUAL INTEREST RATE

LOAN TYPE LENGTH OF LOAN IN YEARS

DATE OF LOAN COMPOUND PERIOD

NAME ON LOAN FIRST PAYMENT DATE

LAST PAYMENT DATE

EXTRA (PRE)PAYMENTS VALUE CALCULATED OUTPU

INPUT MONTHLY INTEREST RATE

EXTRA PAYMENT $100.00 PAYMENT

EVERY (N) MONTHS 1 NUMBER OF PAYMENTS

EXTRA ANNUAL
PAYMENT
$2,000.00 INTEREST TOTAL

HOME EQUITY LOAN AMORTIZATION SCHEDULE

PYMNT DATE OF EXTRA SCHEDULED ADDITIONAL

INTEREST
PERIOD PAYMENT PAYMENT PAYMENT PAYMENT
$1,000.00
CLICK HERE TO CREATE IN SMA
LE TEMPLATE
DATA VALUE BALANCE DUE

***Complete WHITE Fields Only*** AT SPECIFIED PERIOD

CHASE PRICE $500,000.00 BALANCE AT YR 3

CENT OF DOWN PAYMENT 10% INTEREST PAID $ -

AL DOWN PAYMENT $50,000.00 PRINCIPAL PAID $ -

N AMOUNT $450,000.00 OUTSTANDING $ -

UAL INTEREST RATE 4.50% TOTAL WITH NO EXTRA PAYMENTS

GTH OF LOAN IN YEARS 10 TOTAL PAID $564,868.55

POUND PERIOD SEMI-ANNUALLY INTEREST TOTAL $ 114,868.55

T PAYMENT DATE 5/1/2018

PAYMENT DATE 8/1/2027

CALCULATED OUTPUT TAX DEDUCTION

THLY INTEREST RATE 0.380% TAX BRACKET 35.00%

MENT $4,676.75 EFFECTIVE RATE 2.925%

BER OF PAYMENTS 112

TOTAL RETURNED $36,139.90
REST TOTAL $103,256.86

DULE TAX CALC

BALANCE
RETURNED TAX
PRINCIPAL RETURNED TAX
CUMULATIVE
$450,000.00
REATE IN SMARTSHEET
Reguar Payment Schedule without extra payments

PYMNT DATE OF SCHEDULED

RATE INTEREST PRINCIPAL BALANCE
PERIOD PAYMENT PAYMENT
$450,000.00
1 5/1/2018 4.50% $10,220.40 $28,256.46 $18,036.06 $431,963.94
2 6/1/2018 4.50% $9,810.76 $28,256.46 $18,445.70 $413,518.24
3 7/1/2018 4.50% $9,391.82 $28,256.46 $18,864.64 $394,653.60
4 8/1/2018 4.50% $8,963.37 $28,256.46 $19,293.09 $375,360.51
5 9/1/2018 4.50% $8,525.19 $28,256.46 $19,731.27 $355,629.24
6 10/1/2018 4.50% $8,077.05 $28,256.46 $20,179.41 $335,449.83
7 11/1/2018 4.50% $7,618.73 $28,256.46 $20,637.73 $314,812.10
8 12/1/2018 4.50% $7,150.01 $28,256.46 $21,106.45 $293,705.65
9 1/1/2019 4.50% $6,670.64 $28,256.46 $21,585.82 $272,119.83
10 2/1/2019 4.50% $6,180.38 $28,256.46 $22,076.08 $250,043.75
11 3/1/2019 4.50% $5,678.99 $28,256.46 $22,577.47 $227,466.28
12 4/1/2019 4.50% $5,166.21 $28,256.46 $23,090.25 $204,376.03
13 5/1/2019 4.50% $4,641.79 $28,256.46 $23,614.67 $180,761.36
14 6/1/2019 4.50% $4,105.45 $28,256.46 $24,151.01 $156,610.35
15 7/1/2019 4.50% $3,556.93 $28,256.46 $24,699.53 $131,910.82
16 8/1/2019 4.50% $2,995.96 $28,256.46 $25,260.50 $106,650.32
17 9/1/2019 4.50% $2,422.24 $28,256.46 $25,834.22 $80,816.10
18 10/1/2019 4.50% $1,835.49 $28,256.46 $26,420.97 $54,395.13
19 11/1/2019 4.50% $1,235.42 $28,256.46 $27,021.04 $27,374.09
20 12/1/2019 4.50% $621.72 $27,995.81 $27,374.09 $0.00
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