Optimum First MortgageSmartRate Advantage
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SmartRate Advantage, Cost vs. Rate Analyzer

Compare a lower interest rate against a higher rate with additional lender credit on the same loan amount, then send the borrower a presentation that explains the trade-off.

Transaction type

How additional lender credit can improve your cash flow moving into a new home.

The two options

Option A - Lower Rate

Costs more up front

Monthly principal and interest: -

Option B - Higher Rate with Credit

Keeps more cash at closing

Monthly principal and interest: -

Third-party fees are excluded from this lender cost comparison because those costs generally remain similar regardless of which interest rate you select. Excluding them keeps the comparison focused on what actually changes between the two options.

To see the comparison, add:

  • Enter a loan amount between $1 and $100,000,000.

Gross credit advantage

-

Cash kept at closing with Option B

Additional lender credit on Option B
-

Monthly payment difference

-

How much more the higher rate costs each month

Break-even point

-

When the credit kept at closing runs out