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2 | 🚨 To use this spreadsheet, click "File" ➡️ "Make a copy" | Key | ||||||||||||||||||||||||
3 | 👉 Apply Now | 📊 Mortgage Comparison | Manually enter your inputs | |||||||||||||||||||||||
4 | Calculated automatically | |||||||||||||||||||||||||
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6 | Arrangement Fee - Paid Upfront | |||||||||||||||||||||||||
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8 | LENDER 1 | LENDER 2 | LENDER 3 | LENDER 4 | ||||||||||||||||||||||
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10 | Property Value | £135,000 | Property Value | £325,000 | Property Value | £325,000 | Property Value | £325,000 | ||||||||||||||||||
11 | Loan Amount (75%) | £101,250 | Loan Amount (75%) | £243,750 | Loan Amount (75%) | £243,750 | Loan Amount (75%) | £243,750 | ||||||||||||||||||
12 | Interest Rate (%) | 6.54% | Interest Rate (%) | 6.09% | Interest Rate (%) | 6.99% | Interest Rate (%) | 6.59% | ||||||||||||||||||
13 | Arrangement Fee | £16,125 | Arrangement Fee | £12,187.00 | Arrangement Fee | £4,875.00 | Arrangement Fee | £12,187.00 | ||||||||||||||||||
14 | Fixed Term (Years) | 2 | Fixed Term (Years) | 2 | Fixed Term (Years) | 5 | Fixed Term (Years) | 5 | ||||||||||||||||||
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16 | Arrangement Fee Annualised | £8,062.50 | Arrangement Fee Annualised | £6,093.50 | Arrangement Fee Annualised | £975.00 | Arrangement Fee Annualised | £2,437.40 | ||||||||||||||||||
17 | Annual Interest | £6,621.75 | Annual Interest | £14,844.38 | Annual Interest | £17,038.13 | Annual Interest | £16,063.13 | ||||||||||||||||||
18 | Monthly Payment (Interest Only) | £551.81 | Monthly Payment (Interest Only) | £1,237.03 | Monthly Payment (Interest Only) | £1,419.84 | Monthly Payment (Interest Only) | £1,338.59 | ||||||||||||||||||
19 | Total Annual Cost | £14,684.25 | Total Annual Cost | £20,937.88 | Total Annual Cost | £18,013.13 | Total Annual Cost | £18,500.53 | ||||||||||||||||||
20 | Effective Rate | 14.50% | Effective Rate | 8.59% | Effective Rate | 7.39% | Effective Rate | 7.59% | ||||||||||||||||||
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22 | Repayment at End | £101,250 | Repayment at End | £243,750 | Repayment at End | £243,750 | Repayment at End | £243,750 | ||||||||||||||||||
23 | Total Cost of Loan | £130,619 | Total Cost of Loan | £285,626 | Total Cost of Loan | £333,816 | Total Cost of Loan | £336,253 | ||||||||||||||||||
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26 | Arrangement Fee - Added To The Loan | |||||||||||||||||||||||||
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28 | LENDER 1 | LENDER 2 | LENDER 3 | LENDER 4 | ||||||||||||||||||||||
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30 | Property Value | £135,000 | Property Value | £325,000 | Property Value | £325,000 | Property Value | £325,000 | ||||||||||||||||||
31 | Loan Amount (75%) | £101,250 | Loan Amount (75%) | £243,750 | Loan Amount (75%) | £243,750 | Loan Amount (75%) | £243,750 | ||||||||||||||||||
32 | Interest Rate (%) | 6.54% | Interest Rate (%) | 6.09% | Interest Rate (%) | 6.99% | Interest Rate (%) | 6.59% | ||||||||||||||||||
33 | Arrangement Fee | £16,125.00 | Arrangement Fee | £12,187.00 | Arrangement Fee | £4,875.00 | Arrangement Fee | £12,187.00 | ||||||||||||||||||
34 | Fixed Term (Years) | 2 | Fixed Term (Years) | 2 | Fixed Term (Years) | 5 | Fixed Term (Years) | 5 | ||||||||||||||||||
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36 | Loan + Arrangement Fee | £117,375.00 | Loan + Arrangement Fee | £255,937.00 | Loan + Arrangement Fee | £248,625.00 | Loan + Arrangement Fee | £255,937.00 | ||||||||||||||||||
37 | Annual Interest | £7,676.33 | Annual Interest | £15,586.56 | Annual Interest | £17,378.89 | Annual Interest | £16,866.25 | ||||||||||||||||||
38 | Monthly Payment (Interest Only) | £639.69 | Monthly Payment (Interest Only) | £1,298.88 | Monthly Payment (Interest Only) | £1,448.24 | Monthly Payment (Interest Only) | £1,405.52 | ||||||||||||||||||
39 | Total Annual Cost | £7,676.33 | Total Annual Cost | £15,586.56 | Total Annual Cost | £17,378.89 | Total Annual Cost | £16,866.25 | ||||||||||||||||||
40 | Effective Rate | 7.58% | Effective Rate | 6.39% | Effective Rate | 7.13% | Effective Rate | 6.92% | ||||||||||||||||||
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42 | Repayment at End | £117,375.00 | Repayment at End | £255,937.00 | Repayment at End | £248,625.00 | Repayment at End | £255,937.00 | ||||||||||||||||||
43 | Total Cost of Loan | £132,728 | Total Cost of Loan | £287,110 | Total Cost of Loan | £335,519 | Total Cost of Loan | £340,268 | ||||||||||||||||||
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47 | Assumptions | |||||||||||||||||||||||||
48 | 1️⃣ Interest charged monthly (but shown as annual totals for simplicity). | |||||||||||||||||||||||||
49 | 2️⃣ Fixed Term Only – results only apply during the fixed period (e.g. 2 years). After that, you’d refinance or switch products. | |||||||||||||||||||||||||
50 | 3️⃣ Interest-only product – no capital repaid during the fixed term. | |||||||||||||||||||||||||
51 | 4️⃣ No account is taken of overpayments, arrears, or changes in rates after the fixed term ends. | |||||||||||||||||||||||||
52 | 5️⃣ Early repayment charges (ERCs) are ignored in this comparison (always check if you plan to refinance early) | |||||||||||||||||||||||||
53 | 6️⃣ Other Costs – broker, valuation, and legal fees not included (we’re only comparing interest + arrangement fees). | |||||||||||||||||||||||||
54 | 7️⃣ Arrangement fee treatment: | |||||||||||||||||||||||||
55 | • Fee paid upfront → spread evenly over the fixed term so 2-year vs 5-year products can be compared fairly | |||||||||||||||||||||||||
56 | • Fee added to loan → increases the loan balance, so interest is charged on it for the full mortgage term | |||||||||||||||||||||||||
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58 | 8️⃣ Effective Rate vs APRC: | |||||||||||||||||||||||||
59 | • We use a simplified “effective rate” so you can compare the true cost of mortgages over the fixed term (e.g., 2 or 5 years). | |||||||||||||||||||||||||
60 | • Effective Rate = interest + arrangement fee spread across the fixed term. | |||||||||||||||||||||||||
61 | • APRC (Annual Percentage Rate of Charge) = the official figure lenders show, including all compulsory fees and assuming you hold the mortgage for the full term (25+ years). | |||||||||||||||||||||||||
62 | 👉 For investors who refinance every few years, APRC isn’t that useful. Our “effective rate” is designed to show the real cost during the fixed term you’ll actually use. | |||||||||||||||||||||||||
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