Wraparound Mortgage Calculator

Model an all-inclusive trust deed (AITD): a new buyer wraps your existing loan. See the monthly payment spread, seller yield, dual amortization, and balloon timeline risks in real time.

A · Existing underlying loan
$
%

Derived current state:

Balance $253,253 · 300 payments left · $1,336.76/mo

B · New wrap terms
$
$
$

Auto: sale price − down payment

%

Monthly spread

$935.68

$2,272.45 in − $1,336.76 out

Seller yield on equity

19.3%

IRR on seller's net position

Equity spread at close

$71,747

Wrap $325,000 − underlying $253,253

Total projected income

$196,465

Down + spread + net balloon

Wrap balloon received

$298,461

Jul 2033

Underlying owed at exit

$205,593

Seller's net at exit

$92,867

Both balances over time
Monthly cash flow to seller
Risk notes — read before structuring a wrap

Due-on-sale clause. Nearly all conventional underlying loans let the lender demand full payoff when the property transfers. A wrap transfers title while the loan stays in place, which technically triggers the clause. Lenders rarely call performing loans, but both parties must understand the risk and have a payoff plan.

Use a third-party loan servicer. A neutral servicer should collect the buyer's wrap payment, pay the underlying lender directly, and remit the spread to the seller. This protects the buyer (the underlying loan actually gets paid) and creates a clean record for both sides.

Not legal or tax advice. Wraparound financing has state-specific legal requirements, disclosure rules, and tax consequences. Engage a real estate attorney and tax professional before closing.

How the wraparound analysis works

A wraparound mortgage keeps the seller's existing loan in place while the buyer signs a new, larger note that "wraps" it. The buyer pays the seller on the wrap note; the seller keeps paying the underlying lender. Two numbers drive the deal: the monthly spread (wrap payment received minus underlying payment owed) and the equity spread (wrap balance minus underlying balance, which the seller collects at the balloon).

Why wrap yields are so high

The seller earns the wrap rate on the entire wrap balance while paying the underlying rate on money that is mostly the original lender's. If $250,000 of a $325,000 wrap note is really the bank's 4% loan, the seller is earning a 7.5% coupon on capital they didn't provide. That's why this calculator computes the IRR on the seller's net position — equity financed at close as the outflow, monthly spread as inflows, and net balloon proceeds at exit — rather than just quoting the note rate. Yields of 15–30%+ on seller equity are common in well-structured wraps.

Timeline risks the tool flags

The most dangerous wrap structure is an underlying balloon that comes due before the wrap balloon — the seller owes a lump sum while the buyer keeps making small monthly payments. The calculator flags this in red with the date and amount. It also detects the "full-payment date" when the underlying loan pays off naturally and the entire wrap payment becomes seller cash flow, and it computes the net payoff at the wrap balloon (wrap balloon received minus underlying balance owed).

New to wraps? Read What Is a Wraparound Mortgage? For simpler owner-financed deals without an underlying loan, use the seller financing calculator.

Frequently asked questions