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DemoSample book for sales and onboarding previews
Jordan Walsh
Scotia · T-1049 · matures Aug 15, 2029
4510 Marine Dr, West Vancouver, BC
~$5,202 opportunityRefi / HELOC candidate
- Balance
- $612,000
- Current rate
- 3.09%
- Rate type · term
- Fixed · 60 mo
- Amort remaining
- 240 mo
- Payment
- $2,890/monthly
- Funded
- —
Borrowers
Jordan WalshPrimary
j.walsh@example.com · Prefers email
Implied consent(email)No consent(sms)
Bank letter payment shock (core calc)
$3,416$3,953+$537/mo
Prepayment penalty estimate
$4,727.70est.
- 3-month interest
- $4,727.70
- Estimate only — your lender's disclosure statement governs the actual penalty.
- Posted rate for IRD must come from the lender; we do not fetch live posted rates.
- Fixed rate: add the lender posted rate for your remaining term to compare IRD vs three months' interest.
Big-bank lender — retention teams often compete hard at renewal.