Complete using actual business records. Do not include passwords or unnecessary personal information. Mark what needs confirmation.
| Field | Your notes and evidence |
|---|---|
| Same proceeds and debts replaced under both options | |
| Retained first mortgage payments and balances | |
| Upfront versus financed costs | |
| Payments and ending debt at the same review date | |
| Cash reserve, maturity risks and decision objective |
Original illustrative examples, not market rates, offers or client outcomes. Amounts use one consistent currency within each example and exclude taxes unless stated. Contract terms, payment dates and lender decisions determine actual outcomes. U.S. product examples are educational context, not rules or offers for other countries.
Prepared by ALOS ยท Educational worksheet