Review worksheet

Submit the file details before anyone talks numbers.

This worksheet captures the information needed for a first-pass review: tax rate, primary residence mortgage, rentals, carrying costs, renewal timing, and lender details.

Your details

Used to send your review and connect the numbers to a real file.

First name

Last name

Phone

Marginal tax rate

Important for calculating your pre-tax income savings. Find your tax rate here. Confirm final tax treatment with your accountant.

Primary residence

The non-deductible mortgage the strategy is trying to attack.

Interest rate

For 4.25%, enter 4.25.

Fixed or variable

Years remaining on amortization

Use total amortization remaining, not the years left in your current term. Example: original mortgage was 30 years and now 28 years are left, enter 28.

Renewal date

Mortgage balance

How much do you owe on your primary residence?

Estimated property value

Current estimated market value of your primary residence.

Lender name

Rental properties

Add every rental that may be part of the cash flow map.

Rental property 1

Interest rate

For 4.25%, enter 4.25.

Fixed or variable

Years remaining on amortization

Use total amortization remaining, not the years left in your current term. Example: original mortgage was 30 years and now 28 years are left, enter 28.

Rental income monthly

Mortgage balance

Estimated property value

Current estimated market value of this rental property.

Property tax yearly

Maintenance and insurance monthly

Renewal date

Condo, management, other fees monthly

$0 if not applicable.

Lender name