EveryCalc

Finance category

Mortgage, loan, investing, tax, and money calculators.

Browse finance

Wrap Fee Calculator

A wrap-around mortgage captures the spread between a seller's low legacy rate and a buyer's new note at market rate. This calculator sizes the monthly spread and seller equity retained in the wrap.

$
%
$
$
%

Buyer pays seller (monthly)

$2,168

Seller pays old loan (monthly)

$1,210

Seller's monthly spread

$958

arbitrage cash flow

Annual spread

$11,491

Seller's equity in wrap

$65,000

wrap − existing balance

How the math works

A wrap-around (all-inclusive) mortgage means the buyer pays the seller on a new, larger note (the wrap). The seller continues paying the original mortgage and keeps the spread as income. Works best when the seller's original rate is well below current market.

Due-on-sale risk applies — the underlying lender could accelerate on discovery. Use a third-party servicer to ensure the underlying mortgage stays current; never let the seller directly hold buyer payments while neglecting the existing loan.

How to Use

  1. Enter the existing first mortgage balance, rate, and monthly payment.
  2. Enter the wrap note amount (sale price minus down payment) and the rate charged to the buyer.
  3. Enter wrap amortization period.
  4. Read seller spread: buyer payment minus existing loan payment.

Frequently Asked Questions

Is a wrap-around the same as subject-to?

Related but different. Subject-to takes title with existing mortgage in place — buyer pays at seller's legacy rate. Wrap-around adds a new overlay note at a higher rate, capturing spread for the seller. Wraps are more common when the seller wants income.

Does due-on-sale apply?

Yes — same risk as subject-to. The underlying lender can call the loan if they discover the wrap. Use a professional servicer and consult a real estate attorney for documentation.

Who handles the payments?

Always use a licensed loan servicer. Buyer pays servicer; servicer pays underlying mortgage; servicer pays seller the spread. Eliminates trust issues and ensures the underlying mortgage stays current.

When does a wrap make sense?

When the seller has a low legacy rate and wants income, the buyer can't qualify for bank financing, and both are comfortable with due-on-sale risk. Works best in normal markets — distressed sellers usually need cash, not a note.

Related Calculators

More Finance Calculators

Browse all finance

Keep exploring

Next steps in Finance

View finance hub →