Best comparison documentLoan EstimateRequest the same loan setup from multiple lenders.
Useful cost horizon5 yearsCFPB highlights a five-year cost comparison.
Rate contextMoves dailyCompare offers generated close together in time.

How to compare lenders fairly

The CFPB recommends requesting Loan Estimates from multiple lenders. Because the Loan Estimate is standardized, it lets you compare similar offers side by side. For a useful comparison, ask each lender for the same loan type and use offers generated close together in time because mortgage rates move daily.

The five-year cost test

The CFPB highlights the “In 5 years” figures on page 3 of the Loan Estimate as a practical way to compare interest and fees. Subtract the principal paid after five years from the total paid after five years to estimate five-year borrowing cost.

Points and lender credits can disguise the comparison

Discount points generally trade more cash upfront for a lower rate. Lender credits generally trade a higher rate for lower upfront closing costs. Compare offers using the same points-or-credits structure, or ask each lender to show both versions.

RUN THE NUMBERS

Use the Plandime calculator

A borrowing decision is easier to judge when you compare the monthly payment with the total cost.

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