Clients
Purpose · Mortgage Planning
Alex Morgan
Information available to you, shared for mortgage planning.
Read Only5 Shared ItemsExpires in 30 days
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Shared Asset Value
$490,000
Cash $70,000 + Seattle Residence $420,000
Shared Debt
$360,000
Home Mortgage only
Shared Items
5
Read only · expires in 30 days
Income Summary
- Monthly income
- $18,000
Cash
- Checking
- $18,000
- High-Yield Savings
- $52,000
- Total visible cash
- $70,000
Property
- Seattle Residence
- $420,000
Mortgage
- Home Mortgage
- $360,000
- APR
- 5.85%
- Monthly payment
- $2,750
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