A
Aduvo
Annual Review
Morgan Bennett
morgan.bennett@acmemortgage.com
MB

Sarah Chen

sarah.chen@example.com · (555) 402-1189
Loan closed April 18, 2022
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Loan at a glance

Estimated home value
$612,000
as of Apr 10, 2025
Original loan amount
$485,000
30-yr fixed conventional
Rate & term
3.125%
30-yr
Estimated equity
$127,000
home value minus original loan
1428 Elmwood Ave, Oakland, CA
Buyer's agent: Jamie Rivera · Compass — East Bay · jamie.rivera@compass.com · (510) 555-0142

Past reviews

  1. April 22, 2025
    Sent

    Based on what you shared, it sounds like your home is still working well and you see yourselves here for the long haul, you mentioned income or job change, and you're thinking about staying in this home long term. You'd like to understand whether equity could fund improvements and whether your current mortgage still fits your goals.