H.E.A.P.™ EXAMPLE

See the difference
in real numbers.

A mortgage acceleration strategy becomes much easier to understand when you can see the numbers side by side. Here is a simplified illustration based on the example currently used in H.E.A.P.™ educational materials.

Start with a typical mortgage.

This example begins with a $200,000 mortgage and a traditional 30-year repayment schedule. Your results will depend on your own mortgage, household cash flow, timing, interest rate, and how the strategy is implemented.

$200,000

INITIAL MORTGAGE

30 Years

ORIGINAL TERM

Traditional

MONTHLY REPAYMENT

H.E.A.P.™

ACCELERATION STRATEGY

Traditional mortgage vs. H.E.A.P.™

The point is not simply to “pay extra.” The H.E.A.P.™ concept is about using available cash flow more strategically so principal can be reduced sooner and future interest expense can be reduced.

TRADITIONAL PATH

Standard mortgage repayment

Starting balance

$200,000

Scheduled term

30 years

Primary objective

Make required payment
Equity growth
Gradual
H.E.A.P.™ ILLUSTRATION

Accelerated equity strategy

Starting balance

$200,000

Focus

Reduce principal sooner

Interest saved*

$128,529

More equity.
Less interest.

*The current H.E.A.P.™ example page states $128,529 of interest savings on a $200,000, 30-year mortgage. This is an illustration, not a guarantee of results.

WHAT CHANGES?

It's about changing when your money works.

1

Income Arrives
Your normal household income continues to flow in.

2

Expenses Continue
You still pay normal household and lifestyle expenses.

3

Available Cash Works

Available dollars are used strategically against mortgage debt.

4

Equity Accelerates

Lower principal can mean less future interest and faster equity growth.

THE CORE IDEA

A smaller balance can mean a smaller interest burden.

The earlier principal is reduced, the less balance remains outstanding over time. The visual below is conceptual, but it shows why timing matters.

The H.E.A.P.™ analysis is meant to answer a simple question: Could your existing cash flow be working harder for you?

Traditional balance
Accelerated balance
Traditional interest
Potential interest

Your mortgage is different.

The useful number is not what happened in this example. It is what H.E.A.P.™ could look like using your own mortgage and cash flow.

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