Subject-To Risk Analyzer

Score due-on-sale risk, model payment safety margins, and assess sub-to deal viability before taking over a mortgage.

Subject-To Deal Analyzer

Subject-To Risk Analyzer

Evaluate due-on-sale risk, cash flow, and deal viability before taking over an existing mortgage.

Existing Mortgage

Each lender has a different historical track record of enforcing the due-on-sale clause
The remaining principal on the existing mortgage
$
$
The existing mortgage rate you'd be taking over
%
Auto-calculated from balance, rate, and term. Override if you know the exact payment.
$
yrs
FHA/VA loans carry higher DOS risk due to government-backed requirements

Property & Deal

$
$
Insurance, taxes, repairs, vacancy, property management
$
$
$

Due-on-Sale Risk Score

050100
44MODERATE
PROCEED WITH CAUTION

Moderate risk or tight margins. Ensure you have reserves and an exit strategy.

Risk Factor Breakdown

Lender Aggressiveness3/20

Historically rarely enforces DOS on performing loans

Loan Type Risk8/20

Conventional loans have moderate DOS enforcement risk

Equity Exposure14/20

40% equity — lender motivated to recapture

Rate Incentive14/20

+2.5% vs market — strong incentive to reissue

Balance Significance5/20

$150,000 remaining — may not be worth lender effort

Financial Analysis

Monthly Cash Flow

+$404

$1,800 rent - $500 exp - $896 P&I

Cash-on-Cash Return

37.3%

$4,847/yr on $13,000 invested

Cash to Take Over

$13,000

$10,000 seller + $3,000 closing

Equity Captured

$90,000

$250,000 value - $150,000 debt - $10,000 seller

Payment Safety Margin

45%

Cash flow as % of mortgage payment

Loan-to-Value

60.0%

$150,000 debt / $250,000 value

Worst-Case Scenarios

If DOS Is Called

You need $150,000 to pay off or refinance the existing loan(s).

Refinance Readiness (7% Market Rate)

New 30yr refi payment: $998/mo cash flow would be +$302/mo

Walk-Away Exposure

If the deal fails entirely, your maximum loss is $13,000 (cash to seller + closing costs).

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