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Worksheet

What a lower rate could save you each year

How to use this worksheet

Send it to homeowners whose fixed deal ends soon. Turning a rate gap into a yearly figure gives them a reason to call before they roll over.

What is inside

Work out your figureStill owed
Costs to weighArrangement fees: Some deals with low rates carry high fees.
When switching makes senseYour deal ends soon
If the figure is smallCheck the fees. A small saving can disappear in fees.
Using your figurePut in your figures, using rough rates if you must.

Three title ideas for your own version

What a lower rate could save you each year
The remortgage worksheet
Work out what switching your mortgage is worth

Where to promote it

Local Facebook groupsyour newsletterpast clients nearing the end of a deala follow up email after a first call

What goes in a remortgage worksheet?

A calculator for a rough yearly interest saving, then the costs to weigh, when switching makes sense and a plan before the deal ends.

Make this worksheet your own

The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.

Built with Gatedleads, the quickest way to turn a page like this into a lead magnet that collects emails.

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