Scenario Templates

Start with pre-built scenarios for common situations. Launch a template and customize it for your specific needs.

Featured

First-Time Home Buyer

A realistic starter scenario for buyers entering the market with a modest down payment. Includes PMI and typical costs for a median-priced home.

  • Median US home price scenario
  • Includes PMI (10% down)
  • Property tax and insurance included
  • See when PMI drops off at 20% equity
Launch Template

Refinance: Is It Worth It?

See exactly what refinancing your current loan would save — interest, monthly payment, and break-even months — all in one view with the What-If Lab.

  • What-If refi at 6.25% pre-loaded
  • See break-even point for $8,000 closing costs
  • Interest saved and months saved shown instantly
  • Clear the what-if to see your original loan
Launch Template

More Templates

Extra Payment Impact

See exactly how much you save by adding $200/month to your mortgage payment. Visualize years shaved off and interest avoided.

  • $200/month extra payment pre-configured
  • See interest savings and time saved
  • Compare to baseline with no extra payments
  • Adjust the amount to find your sweet spot
Launch Template

ARM vs. Fixed Rate

Compare a 5/1 ARM against a 30-year fixed to see the break-even point. Find out if the lower intro rate saves you money — or costs you more long term.

  • 5/1 ARM with realistic rate caps
  • 30-year fixed comparison built in
  • See the break-even analysis
  • Model best, moderate, and worst case
Launch Template

Investment Property Analysis

Model a rental property purchase with typical investor terms — higher down payment, higher rate, and appreciation projections for building equity.

  • 25% down payment (typical investor minimum)
  • Higher rate reflects investment property pricing
  • 4% annual appreciation for equity projections
  • Use What-If lab to model rent increases or paydown
Launch Template

15-Year vs. 30-Year Mortgage

The classic trade-off: higher monthly payments vs. massive interest savings. See exactly how much you save — and whether you can afford the 15-year option.

  • Same home, two loan terms side-by-side
  • See total interest difference
  • Use Compare view for visual breakdown
  • Check if the 15-year payment fits your budget
Launch Template

Want to build your own scenario from scratch?

The Mortgage Modeler gives you full control to create any scenario with custom inputs, ARM analysis, extra payments, and more.

Open Mortgage Modeler
Iota-HomeIota-Home

Powerful mortgage modeling tools for homebuyers, homeowners, and real estate investors. Plan smarter with detailed amortization analysis.

This tool is for planning and education only and does not constitute financial advice. Calculations are estimates based on the information you provide. Taxes, insurance, and closing costs may vary by region and lender. Always verify details with your mortgage lender or financial advisor before making decisions.

© 2026 Iota-Home. All rights reserved.

We value your privacy

We use Google Analytics to understand site usage. Accept to enable full analytics, or decline for cookieless tracking with anonymized data only. All mortgage calculations are stored locally in your browser and never sent to our servers. Privacy PolicyCookie Policy

Mortgage modeling for smarter decisions