Enter the Following: 
Basic Loan Information 
Loan Amount (do NOT include upfront mortgage insurance premium, if applicable) 

Initial Interest Rate on Loan (e.g. 7.50) 

Points (% of Loan) 

Loan Term (in months) 

Current Value of Property 

Other Fees and Charges 
Loan origination fee 

Mortgage broker fee 

Tax/flood service (life of loan) 

Assumption fee 

Required credit life or disability insurance 

Mortgage insurance premium (monthly) 

Upfront Mortgage insurance premium ( input here if included in loan amount ) 

Lock/commitment fee 

Other APR fees 

Payment Information 
Initial Monthly Payment of Principal and Interest (e.g., 753.45) 

Payment Adjustment Period, in Months (e.g., 12) 

Payment Adjustment Cap, in Percent (e.g., 7.5  if no cap, leave blank) 

Payment Recast Period, in Years (e.g., 5  if no recast period, leave blank) 

Negative Amortization Cap, in Percent (e.g., 110  if no cap, leave blank) 

Interest Rate Information 
Current Value of ARM Interest Rate Index ( e.g. 1.54 ) 

Margin That is Added to Interest Rate Index (e.g. 2.75) 

Number of Months to First Rate Adjustment (e.g. 36) 

Duration, in Months, Between Subsequent Rate Adjustments (e.g. 12) 

Maximum Interest Rate Over Life of Mortgage (e.g. 12.5) 

Minimum Interest Rate Over Life of Mortgage (e.g. 4.5) 
