Affordable Custom Excel Mortgage Calculator

$250-750 CAD

Closed

Posted 4 months ago

$250-750 CAD

Paid on delivery

I'm a novice mortgage professional in need of an efficient, custom-built Excel mortgage suite calculator. This tool should help expedite my work and improve my productivity. I'm open to ongoing collaboration for enhancements and future projects, provided the pricing is fair and the work is commendable. Key Features for the Calculator: - Loan amortization schedule - Mortgage affordability/pre-qualification - Interest rate comparison at renewal including cost of penalties and legal costs Specific Requirements: - The calculator should be visually appealing, with clear and large data presentation, but without any graphs or charts. As a beginner in this field, I am working with a limited budget. I appreciate reasonable pricing and am willing to pay what I can. All transactions should be in Canadian dollars. Ideal Skills and Experience: - Expert in Excel - Experience in creating financial calculators - Good understanding of mortgage-related computations - Ability to create visually appealing and user-friendly spreadsheets Would it be possible to get a custom offer for this mortgage suite calculator I am creating for my mortgage work? I am just starting mortgages and want to be able to do them faster. I cannot afford a fortune but am willing to pay what I can to get this done, please advise : Here is details on the scope of work [login to view URL] There will be ongoing work to build this calculator over time and more work in future in excel if your work is good and prices reasonable. Please speak in Canadian dollars

Excel

Accounting

Project ID: 39236917

About the project

41 proposals

Remote project

Active 3 mos ago

Looking to make some money?

Email address

Benefits of bidding on Freelancer

Set your budget and timeframe

Get paid for your work

Outline your proposal

It's free to sign up and bid on jobs

41 freelancers are bidding on average $422 CAD for this job

@schoudhary1553

With my expertise in Excel and more than 7 years of experience as a full-stack developer, I am confident in providing you with the most efficient, custom-built Excel mortgage calculator you need. Throughout my career, I have created and managed numerous financial calculators for top companies like Metlife GOSC, DXC Technologies, and Elite Services. This makes me well-versed with mortgage-related computations, loan amortization schedules, and other aspects of your project. Not only will my calculator meet your affordability/pre-qualification requirements and interest rate comparisons at renewals including penalties and legal costs, but it will also be visually appealing and easy to read without compromising on data presentation. Considering your limited budget, rest assured that my pricing is fair and flexible. I emphasize building good relationships through quality work, speed, and employer-oriented approach. That's why I offer free support for any issues you might face with my work for up to 4 days - guaranteeing your 100% satisfaction. Let's have an open conversation about what you can afford for this valuable project.

$500 CAD in 7 days

4.9

(545 reviews)

8.5

@AwaisChaudhry

Hello, I understand that you are looking for an efficient, custom-built Excel mortgage calculator that will help you as a novice mortgage professional. My approach will focus on creating a user-friendly tool that includes key features like a loan amortization schedule, mortgage affordability checks, and interest rate comparisons while ensuring it is visually appealing with clear data presentation. I appreciate your emphasis on reasonable pricing, especially given your budget constraints as you start in this field. I am committed to delivering a high-quality product that meets your needs, and I'm open to ongoing collaboration for any future enhancements or projects as you grow. I look forward to working together to create a tool that speeds up your mortgage processes and enhances your productivity. Could you clarify which specific features are the highest priority for you in the custom calculator? Thanks, Muhammad Awais

$750 CAD in 11 days

5.0

(2 reviews)

6.6

@sareheshak

About me ADVANCE EXCEL , more 7 years experience I am a CERTIFIED Excel VBA Programming , i have a MASTER of BUSINESS ADMINISTRATION

$250 CAD in 1 day

5.0

(81 reviews)

6.0

@professorxwriter

Hello sheldonb1, We went through your project description and it seems like our team is a great fit for this job. We are an expert team which have many years of experience on Accounting, Excel Lets connect in chat so that We discuss further. Regards

$500 CAD in 7 days

5.0

(7 reviews)

4.5

@djsmoothy

Good day! Given my extensive experience in the realm of software engineering, I am confident in my ability to create a precise and user-friendly custom Excel mortgage calculator tailored to your specific needs. With over a decade's worth of experience solving complex problems, I can assure you that I deliver high-quality work within budget and on time. Throughout my career, I have demonstrated proficiency in multiple programming languages, including C# and Python, which will be crucial in building the robust functions necessary for your mortgage suite calculator. Furthermore, having developed sophisticated financial calculators in the past suggests that I indeed possess the mastery needed for this project. I understand the financial constraints that come with being a beginner because at some point we all were, but don't let this deter us from moving forward. Let's create something that not only aligns with your budget but also exceeds your expectations. Let's take your mortgage journey to the next level together.

$500 CAD in 7 days

5.0

(1 review)

3.8

@Asif031984

With 15+ years of experience in finance and extensive knowledge in working with excel, I am the perfect fit for your mortgage calculator project. I have a strong grasp on mortgage-related computations and have built numerous financial calculators throughout my career, ensuring not only their efficiency but also their user-friendliness - an aspect you mentioned as important for your project. My expertise in data analysis and visualization will enable me to create visually appealing spreadsheets without the need for complex graphs and charts, exactly as you desire. This skill will also ensure that the calculator presents large amounts of data clearly, so you can understand it at a glance. As a MBA-certified professional, I focus on delivering comprehensive solutions tailored to meet your individual needs, while at the same time ensuring cost-effectiveness.

$750 CAD in 7 days

4.2

(5 reviews)

4.5

@adnank30

Hi, Hope you are doing well. With over 8 years of experience in Excel development and financial calculations, I can create a custom mortgage suite calculator tailored to your specific needs. I understand the importance of creating efficient, user-friendly tools, especially for someone new to the mortgage industry. My expertise includes: - Excel Expertise - Financial Calculators - Mortgage Calculations - User-Friendly Design - Custom Solutions I will build a clean, visually appealing mortgage suite that will help you with loan amortization, mortgage affordability, and interest rate comparisons. My goal is to deliver a tool that enhances your productivity and allows for easy ongoing updates as you advance in your work. For a closer look at my previous work, please refer to my portfolio here: [Portfolio: https://www.freelancer.com/u/adnank30](https://www.freelancer.com/u/adnank30). I look forward to collaborating on this project and offering ongoing support. Regards, Adnan

$600 CAD in 4 days

5.0

(4 reviews)

3.7

@Asadjutt111

Having honed my data manipulation skills, especially in Excel over the last decade, I am definitely the expert you need for your affordable custom Excel mortgage suite calculator. My high level of proficiency with data analysis and my ability to create user-friendly interfaces, aligns perfectly with what you require for your novice mortgage work. With my deep knowledge of creating financial calculators and understanding of mortgage-related computations, I can deliver a product that not only accelerates your work but also significantly improves your productivity. Moreover, my understanding of the importance of clear and large data presentation, without complex graphs or charts will be invaluable for you in ensuring a visually appealing mortgage calculator. Most importantly, I recognize the value of affordable yet supreme quality service and I'm ready to translate that into action for you. My aim is not only to cater to your immediate requirements but also to establish an ongoing relationship, providing continuous support for enhancements and future projects thus making me your ideal fit. Don't hesitate أ¢â‚¬" unlock the power of your data with me on-board!

$250 CAD in 1 day

4.7

(10 reviews)

3.6

@abhay686

Hello, I can help you build a custom Excel mortgage suite calculator with the following features: - CMHC Mortgage Qualification: Calculates GDS/TDS ratios, insurance premiums, and qualification status. - Mortgage Type Classification: Classifies as Insured, Insurable, or Conventional. - Document Generator: Auto-generates a document checklist and email template. - Renewal & Refinance Calculator: Compares current and new mortgage terms. - Advisor Dashboard: Summary page with key insights and document checklists. The tool will be intuitive, visually clear, and budget-friendly. I understand your needs and am open to ongoing collaboration. Best regards, Abhay, Data Scientist with 7 years of experience.

$500 CAD in 4 days

4.9

(5 reviews)

3.1

@jaide18

Hello, I can develop custom-built Excel calculators and have experience with various mortgage calculators, including bank servicing calculators. I have extensive experience in Excel and financial modeling. I specialize in building advanced Excel calculators. I can structure your calculator to include features such as loan amortization schedules, mortgage affordability/pre-qualification analyses, and interest rate comparisons with fees. I have a good understanding of mortgage-related computations ensuring the outputs are accurate and practical. If you have any questions please ask.

$500 CAD in 2 days

5.0

(5 reviews)

2.2

@IsraelVow

I understand how overwhelming starting out in mortgages can be—juggling complex calculations while trying to serve clients efficiently. I’ve helped many new professionals like you build tools that simplify their workflow without breaking the bank. Your vision for a clean, no-frills Excel mortgage suite with amortization, affordability analysis, and renewal comparisons is spot-on. Let’s tackle this step by step. First, I’ll set up the core formulas for accurate payment schedules and penalty calculations, ensuring compliance with Canadian mortgage standards. Next, I’ll design an intuitive interface with bold, easy-to-read cells and dropdowns so you can input data effortlessly. Finally, we’ll test scenarios together (like rate changes or prepayment penalties) to confirm everything works smoothly. My focus is on creating a tool that feels like a natural extension of your process—no clutter, just clarity. For ongoing updates, I recommend structuring the calculator modularly, so adding features later (like tax integration or stress test adjustments) is simple and cost-effective. I’ll keep pricing fair—let’s start with a flat rate of $350 CAD for the core suite, with flexible hourly rates ($10 CAD) for future tweaks. Let’s get you up and running faster, so you can focus on growing your client base.

$350 CAD in 7 days

5.0

(5 reviews)

2.2

@jesica46

Hello there, As an experienced researcher and data scientist, data analyst, my qualitative analysis skills perfectly align with your job requirements. My profound knowledge of Python and R Studio guarantees fast learning and adaptation to new tools. Moreover, my advanced skills in Excel make me highly competent in handling large datasets efficiently—making me proficient in extracting the best insights from your transcripts. I fully comprehend the importance of working papers and meticulously preparing financial statements, especially within strict timelines. my sharp analytical skills and extensive knowledge of excel ensure that I leave no stone unturned in making sure every detail is covered under evaluation. My passion for quality, originality and meeting deadlines makes me an excellent choice for this project. I cannot wait to prove my extensive skills to you through providing actionable insights that will help guide your decision making regarding domestic charter flights.

$250 CAD in 2 days

5.0

(1 review)

1.5

@sanket99799

I'm excited about the opportunity to build a custom Excel mortgage suite calculator tailored to your needs. Here’s how I can help: Comprehensive Features: Loan Amortization Schedule: Detailed breakdown of principal, interest, and remaining balance over the loan term. Mortgage Affordability/Pre-Qualification: Quick computations to assess affordability based on income, debt, and other variables. Interest Rate Comparison at Renewal: Including cost of penalties and legal fees to help evaluate renewal options. Design & Usability: Clean, visually appealing design with clear, large data presentation—no graphs or charts. User-friendly layout to expedite your workflow. Collaboration & Pricing: Open to ongoing enhancements and future projects. I understand budget constraints and will work with you on fair pricing—all transactions will be in Canadian dollars. With proven expertise in Excel and financial calculators, I’m confident that I can deliver a solution that not only meets your current requirements but also scales as your needs evolve. Let’s connect to discuss a custom offer that fits your budget and goals. Best regards, Sanket

$700 CAD in 15 days

5.0

(2 reviews)

1.6

@rajeshrolen

Hello sheldonb1, We would like to grab this opportunity and will work till you get 100% satisfied with our work. We are an expert team which have many years of experience on Accounting, Excel Lets connect in chat so that We discuss further. Regards

$500 CAD in 7 days

0.0

(0 reviews)

0.0

@JuanSebastianO12

Hi there! I specialize in building custom Excel tools for financial professionals, and I’d be glad to create a clean, user-friendly mortgage calculator tailored to your needs. I fully understand your request for large, clear data presentation—without complex graphs—and will focus on making it intuitive, professional-looking, and easy to update as your needs grow. Even with a limited budget, I’m happy to offer a fair price and work efficiently so you get real value. I’m also open to collaborating long-term if future enhancements are needed. Let’s build a powerful yet simple tool you’ll be proud to use!

$250 CAD in 1 day

0.0

(0 reviews)

0.0

@ayodhaya01

Hello, I'm Ayodhaya Shehani , a finishing course with a passion for Article writing , Logo Design , editing , copy writing , graphic design , pdf Expertise. With 1 years of hands-on experience, I have successfully delivered for clients around the globe. < Education and Certifications: Finishing Course < ??????? ??????? < ???? ?????? < ???? ??????? < ??????? ??????? < ??????? < ??????? ?????? < ??? you like me give your job i will give you best and clear work . Article writing and logo deding , copy writing my best work and language

$500 CAD in 5 days

0.0

(0 reviews)

0.0

@farshadT2

Hi, I’d be happy to create a custom-built Excel mortgage suite calculator that is both efficient and user-friendly. With over 18 years of experience in accounting, financial analysis, and automation, I specialize in developing Excel-based financial calculators, including mortgage affordability tools and interest rate comparison models. Why Choose Me? ✔ Proven Experience in Mortgage Calculators – I have built similar tools before and can provide sample screenshots upon request. ✔ Comprehensive & Easy-to-Use Design – The calculator will feature clear data presentation with a structured layout, making it simple to input details and analyze results quickly. ✔ Advanced Automation & Accuracy – Using Excel formulas, Power Query, and VBA, I can create a fully automated tool that eliminates manual calculations and reduces errors. ✔ Customizable & Scalable – The tool can be enhanced in the future to include additional features as your needs evolve. Key Features Included: ✅ Loan Amortization Schedule – Displays monthly payments, principal/interest breakdown, and total interest paid over time. ✅ Mortgage Affordability & Pre-Qualification – Calculates how much you can afford based on income, expenses, and lending criteria. ✅ Visually Clean & Professional Layout – No unnecessary graphs or charts, just clear, large data presentation for easy reading. I understand that you are just starting in the mortgage industry and are working with a limited budget. Best regards, Farshad

$450 CAD in 7 days

0.0

(0 reviews)

0.0

@afifamr

As a student eager to learn and grow,I am an excellent candidate for developing an **Affordable Custom Excel Mortgage Calculator** because: 1. **Strong Willingness to Learn** – You are motivated to explore and master Excel functions, financial modeling, and mortgage calculations, which will enhance your skills. 2. **Analytical and Problem-Solving Mindset** – Your curiosity and ability to analyze data can help create an efficient and accurate mortgage calculator tailored to users’ needs. 3. **Attention to Detail** – Accuracy is crucial in financial calculations, and your dedication to precision makes you a strong candidate for this task. 4. **Creativity & Customization Skills** – As a student, you bring fresh ideas and adaptability, allowing you to design a user-friendly and visually appealing Excel tool. 5. **Commitment to Growth** – This project offers hands-on experience with financial formulas, VBA automation, and Excel functionalities, helping you grow professionally. 6. **Affordability & Efficiency** – Since you are still learning, you can offer cost-effective yet high-quality solutions, making your work accessible to a broader audience. Would you like me to refine this into a compelling proposal ?

$399 CAD in 7 days

0.0

(0 reviews)

0.0

@clementrajcc

We appreciate the opportunity to submit our proposal. Please find our detailed proposal attached, outlining our approach, timeline, and cost estimate. We are confident in delivering a solution that meets your requirements efficiently and cost-effectively. We would be happy to discuss any questions or modifications you may have. Please let us know a convenient time for further discussions. Looking forward to your positive response

$250 CAD in 7 days

0.0

(0 reviews)

0.0

@david7pico

Hello, I can do what you require in a very professional and agile way because I am an expert in financial excel. I have a solid academic background and more than 15 years of experience in finance and financial modeling (please check my profile). Best regards

$295 CAD in 5 days