RETx RealEstate Tools
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Mortgage Tools for Canadian Real Estate

Payments, stress test, renewals, prepayments, qualification, and amortization.

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Canadian Mortgage Payment Calculator

Estimate payments, mortgage insurance, stress-test rate, and monthly carrying cost using Canadian assumptions.

Calculate payment
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Mortgage Stress Test Calculator

Estimate the qualifying rate and payment gap between contract rate and stress-tested rate.

Run stress test
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Fixed vs Variable Mortgage Calculator

Compare fixed and variable mortgage payment trajectories with rate spread, annual differences, and horizon planning.

Compare structures
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Blended Mortgage Rate Calculator

Estimate a blended rate and blended payment when taking a refinance advance or adding debt to an existing mortgage.

Calculate blended rate
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CMHC / Mortgage Default Insurance Calculator

Estimate loan-to-value, default insurance requirement, premium rate, premium amount, and insured mortgage amount.

Estimate insurance
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Payment Frequency Comparison

Compare monthly, semi-monthly, biweekly, accelerated biweekly, and weekly payment estimates.

Compare frequencies
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Lump Sum Prepayment Calculator

Estimate mortgage balance impact and interest saved from a lump-sum prepayment.

Calculate prepayment
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Amortization Schedule Builder

Build a year-by-year mortgage amortization table with principal, interest, and ending balance.

Build schedule
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Refinance Calculator

Estimate refinance LTV, cash available, equity remaining, new payment, and monthly debt impact.

Analyze refinance
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HELOC Payment Calculator

Compare interest-only HELOC payment with an amortizing payment scenario.

Calculate HELOC payment
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Variable Mortgage Trigger, Negative Amortization & Renewal Rescue Workspace

Reconcile a variable mortgage against the latest lender statement and disclosure, distinguish trigger rate from contractual trigger point, test interest coverage, project balance growth or reduction, compare payment and lump-sum responses, estimate renewal payment exposure, protect household liquidity, and assign lender-confirmed release gates.

Build variable mortgage rescue file
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Mortgage Payoff, Prepayment Privilege & Renewal Strategy Workspace

Reconcile the latest mortgage statement, translate the actual payment frequency, compare recurring-payment and lump-sum strategies, test contractual privilege room, protect household liquidity, model the maturity balance and renewal payment, and create a lender-ready payoff action file.

Build payoff strategy file
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Mortgage Renewal Decision & Payment Rescue Workspace

Compare entered stay, switch, and refinance paths over the same horizon using mortgage payment, interest, balance, fees, cashback, debt movement, household cash flow, rate sensitivity, qualification assumptions, documents, deadlines, and borrower instructions.

Build renewal decision plan
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Mortgage Borrower Document Control & Submission Workspace

Create a transaction-specific mortgage document register using borrower, income, funds, property and existing-mortgage triggers; track 45 evidence groups individually; produce a secure client request; control document currency, exceptions, deadlines and material changes; and prepare a mortgage-professional submission handoff without implying approval.

Build mortgage document file
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Realtor-to-Mortgage Professional Handoff Workspace

Prepare a consent-scoped, minimum-necessary mortgage referral brief with transaction urgency, property context, budget and cash signals, pre-approval status, document readiness, unresolved risks, responsibility map, and a broker-ready first-meeting agenda.

Build mortgage handoff brief
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Mortgage Website Client Journey & Embed Builder

Design buyer, first-time buyer, renewal, refinance, and investor website journeys with live RealEstateTools.ca routes, valid widget snippets, report handoffs, consent controls, named owners, and launch QA.

Build website journey plan
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Self-Employed Mortgage Income & Evidence Workspace

Reconcile three years of self-employed income, current-year performance, lender-directed adjustments, document freshness, target-payment ratios, business obligations, down-payment evidence and submission release gates without inventing lender policy.

Build self-employed income file
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Down Payment & Source-of-Funds Command Centre

Reconcile ten down-payment sources, five deposit stages, six transfer milestones, complete closing cash, protected reserves, borrowed-source payments, registered-plan timing, evidence status and professional release gates.

Build source-of-funds file
Live comparison

Rental Income Qualification Comparison Workspace

Compare four user-defined lender rental-income treatments across five properties with lease evidence, ownership, operating costs, mortgage payments, income/debt results, GDS/TDS sensitivities and submission release gates.

Compare rental-income treatments
Live comparison

Private Mortgage Term-Sheet Comparator

Reconcile four entered private or alternative mortgage offers across net proceeds, fee funding, payments, maturity balance, exit costs, effective-cost proxy, renewal downside, evidence and professional release gates.

Compare private mortgage offers
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Mortgage Commitment Conditions & Funding Command Centre

Control a live mortgage commitment through twelve evidence-to-lender condition workstreams, material-change reconfirmation, term and net-advance reconciliation, closing cash, lawyer instructions, funding milestones and final release evidence.

Build commitment funding file
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Mortgage Application Status & Funding Command Centre

Control a mortgage file from intake through secure document requests, lender submissions, conditional commitment, appraisal, fulfillment, material-change reconfirmation, lawyer instructions, closing cash and funding while producing client-safe status updates.

Build mortgage status file
Live comparison

Appraisal Shortfall & Financing Gap Command Centre

Reconcile a signed purchase, lender appraisal, lender-recognized value, written maximum advance, deposit, protected liquidity, closing costs, reconsideration evidence, price-amendment path and alternate financing without treating a pre-approval or proposed path as guaranteed.

Build appraisal shortfall file
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Mortgage Payout Statement & Discharge Reconciler

Reconcile a lender payout statement line by line, extend it with entered per-diem interest, capture post-statement account activity, confirm every secured facility, bridge trust funding to lender receipt, and control discharge and residual-account evidence.

Reconcile mortgage payout
Live comparison

Buyer Debt, Closing Cash & Qualification Strategy Workspace

Compare keeping cash, testing individual debt paydowns, and using a documented blended plan while protecting down payment, closing costs, moving, repairs, and emergency reserves. Review user-entered lender payment treatment, GDS/TDS effects, planning purchase capacity, household cash flow, interest exposure, documents, and borrower instructions.

Build debt and purchase-cash plan
Live comparison

HELOC vs Refinance Decision Workspace

Compare keeping the current mortgage and adding a HELOC against replacing the mortgage through a refinance, using complete payment paths, fees, penalties, amortization, balances, rate shock, 1-, 3-, and 5-year cost, equity limits, and break-even timing.

Compare borrowing structures
Live comparison

Mortgage Renewal Submission, Switch & Funding Workspace

Build a complete renewal file and compare current-lender renewal, straight-switch, refinance and variable paths across payment, term cost, net advance, fees, underwriting evidence, conditions, legal work and post-funding proof.

Build renewal submission
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Mortgage Client Discovery, Scenario & Recommendation Workspace

Run a structured mortgage client meeting that records authority, goals, affordability boundaries, product priorities, 24 discovery questions, four scenarios, recommendation rationale, client understanding, follow-up ownership and consent-aware handoffs.

Build client meeting record
Live comparison

Mortgage Qualification Gap & Resolution Command Centre

Resolve a Canadian mortgage qualification gap with borrower-by-borrower recognized income, debt-by-debt payout treatment, protected cash, five property scenarios, transparent GDS/TDS planning math, document conditions, deadlines and a mortgage-professional handoff.

Build qualification resolution plan
Live comparison

Bridge Financing, Dual-Closing & Funding Command Centre

Control a buy-before-sell closing across exact contract dates, sale proceeds, purchase uses, entered bridge terms, verified cash sources, lender conditions, both lawyers' milestones, dual-property carrying costs and delayed-sale incidents.

Build dual-closing funding file
Live comparison

Mortgage Product Selection, Renewal & Funding Decision Command Centre

Compare three mortgage offers over the same planning horizon using payment, interest, fees, cashback, package costs, balance reduction, prepayment room, portability, early-exit exposure, and rate sensitivity. Build a client-shareable borrower-needs, offer-evidence, qualification, funding-condition, prepayment, early-exit, security, switching-cost, resilience and exact-instruction record.

Compare mortgage offers
Live comparison

Mortgage Portability, Blend, Break & Move-Financing Command Centre

Compare porting an existing mortgage, separate top-ups, lender-entered blends, breaking for a new lender, current-lender replacement, delayed purchase and bridge-overlap paths across payments, interest, fees, penalties, ending balances, sale equity, purchase cash, qualification, property conditions and exact funding dates.

Build port-versus-break file
Live comparison

Mortgage Rate Hold, Expiry, Submission & Funding Command Centre

Reconcile rate holds, lender stages, submission cutoffs, document-refresh dates, borrower changes, property underwriting, appraisal, conditions, funds, lawyer instructions and closing timing without treating preapproval as approval or a held rate as funded money.

Build rate-hold command file
Live comparison

Mortgage Renewal Payment Shock, Offer & Rescue Command Centre

Compare four Canadian mortgage renewal paths using Canadian semi-annual compounding or an entered proxy, lender-quoted payment reconciliation, payment frequency, term interest, ending balance, household cash flow, prepayment liquidity, switching costs, debt consolidation, rate sensitivity, product restrictions, qualification status and funding controls.

Build renewal decision file
Live comparison

Canadian Mortgage Payment & Homeownership Cost Command Centre

Model a Canadian mortgage with source-backed minimum down payment and insurance, Canadian semi-annual compounding, six payment frequencies, complete closing cash, true ownership costs, household cash flow, five scenarios, qualifying-payment context, term and amortization debt paths, renewal pressure and contract-controlled prepayments.

Build mortgage cost file