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The Loan Estimate: How to Read It and What to Compare

You'll receive a Loan Estimate within 3 days of applying. Here's exactly what to look at and how to compare offers from multiple lenders.

Rick Villa

Rick Villa

August 14, 2024 · 5 Point Capital

The Loan Estimate (LE) is a standardized 3-page document you’ll receive within 3 business days of completing a mortgage application. It’s designed for comparison — here’s how to use it.

Page 1: The Summary

The top of page 1 shows:

  • Loan terms (amount, interest rate, APR)
  • Monthly payment breakdown
  • Does the interest rate have a prepayment penalty? Can it increase?
  • Estimated total closing costs and cash to close

Key number: APR vs. Interest Rate The APR (Annual Percentage Rate) includes fees, making it a better comparison tool than rate alone. A loan with a lower rate but higher fees might have a higher APR than a loan with a slightly higher rate and lower fees.

Page 2: Closing Cost Details

Section A (Origination Charges): These are lender fees. Negotiable.

Section B (Services You Cannot Shop For): Appraisal, credit report. Not negotiable.

Section C (Services You Can Shop For): Title insurance, settlement agent. You can find your own providers.

Section E (Taxes and Other Government Fees): Transfer taxes, recording fees. Fixed.

Section G (Initial Escrow Payment at Closing): Prepaid property taxes and insurance.

Page 3: Comparisons and Contact

The “Comparisons” table shows:

  • Annual Percentage Rate
  • Total interest paid (5-year)
  • Annual interest as a percent of loan

How to Compare Multiple LEs

Get LEs from at least 3 lenders within a 45-day window (multiple credit pulls within this window count as one inquiry).

Compare: Rate, APR, total Section A–H fees, estimated cash to close.

The lowest rate isn’t always the best deal — look at total cost over your expected hold period.

We provide a fully detailed LE and are happy to sit with clients and compare it to other offers they’ve received.

Have questions about your situation?

Rick offers free, no-obligation consultations. Get personalized advice for your specific loan or home.