Mortgage

Monthly payment, total interest and amortization.

Loan amount $320,000
Down payment $80,000
Monthly payment
$2,023
$408,142
Total interest
$728,142
Total paid
360
Months
$24,271
Per year

How to Use the Mortgage Calculator

  1. **Enter the home price** — type the total purchase price of the property (e.g., $400,000).
  2. **Enter your down payment** — input either a dollar amount or a percentage of the home price (e.g., $80,000 or 20%). The calculator derives the loan principal automatically.
  3. **Enter the annual interest rate** — use the rate quoted by your lender or a current market rate (e.g., 7.00%).
  4. **Select the loan term** — choose 15, 20, or 30 years, or type a custom term in years.
  5. **Click Calculate** — your estimated monthly principal-and-interest payment appears instantly. Review the amortization summary to see total interest paid over the life of the loan.

Mortgage Monthly Payment Formula

M = P × [r(1 + r)^n] / [(1 + r)^n − 1]

A fixed-rate mortgage uses the standard loan amortization formula. The loan amount (principal) is the home price minus the down payment. Each monthly payment covers accrued interest first, with the remainder reducing the principal, so the balance reaches exactly zero at the end of the term.

The monthly interest rate r is the annual rate divided by 12. The number of payments n is the loan term in years multiplied by 12.

  • M — Monthly mortgage payment (principal + interest), in dollars.
  • P — Loan principal = Home Price − Down Payment, in dollars.
  • r — Monthly interest rate = Annual interest rate ÷ 12 (expressed as a decimal, e.g., 7% → 0.07 ÷ 12 ≈ 0.005833).
  • n — Total number of monthly payments = Loan term in years × 12 (e.g., 30 years → 360 payments).
  • Home Price — The total purchase price of the property, in dollars.
  • Down Payment — The upfront amount paid by the buyer, reducing the loan principal. Often expressed as a percentage of the home price (e.g., 20%).

Worked Example: $400,000 Home, 20% Down, 7% Rate, 30-Year Term

Home Price = $400,000 | Down Payment = $80,000 (20%) | Annual Rate = 7.00% | Term = 30 years
Loan Principal P = $400,000 − $80,000 = $320,000
Monthly rate r = 0.07 ÷ 12 = 0.0058333…
Number of payments n = 30 × 12 = 360

Numerator: 0.0058333 × (1.0058333)^360
  (1.0058333)^360 ≈ 8.11641
  Numerator ≈ 0.0058333 × 8.11641 ≈ 0.047346

Denominator: 8.11641 − 1 = 7.11641

M = $320,000 × (0.047346 / 7.11641)
M = $320,000 × 0.006653
M ≈ $2,129

Result: Estimated monthly payment: **$2,129** (principal & interest)

What Your Result Means

A monthly payment of $2,129 means you will pay that fixed amount every month for 360 months. Over 30 years, total payments equal roughly $766,440. After subtracting the $320,000 principal, you will pay approximately $446,440 in interest — illustrating why a shorter term or lower rate can save tens of thousands of dollars. Note: this figure covers only principal and interest. Your actual monthly housing cost will be higher once you add property taxes, homeowner's insurance, and (if your down payment is below 20%) private mortgage insurance (PMI).

Understanding Mortgage

Understanding Your Mortgage Payment

What the Payment Covers

Your calculated monthly payment covers principal (reducing your loan balance) and interest (the lender's charge for the loan). It does not include property taxes, homeowner's insurance, or HOA fees — costs that lenders bundle into an escrow account and collect on top of principal and interest.

How Amortization Works

In early years, the vast majority of each payment goes to interest. As the balance shrinks, more of each payment shifts to principal. This is called negative amortization in reverse — a standard amortizing loan is specifically structured so the payment never changes but the interest-to-principal ratio shifts each month.

Impact of Down Payment Size

A larger down payment lowers your principal, reducing both your monthly payment and total interest paid. Putting down at least 20% also eliminates PMI, which typically costs 0.5%–1.5% of the loan amount per year.

Fixed vs. Adjustable Rate

This calculator assumes a fixed-rate mortgage, where the interest rate — and therefore the payment — never changes. Adjustable-rate mortgages (ARMs) start with a fixed period, then reset periodically, making long-term payment projection more complex.

15-Year vs. 30-Year Mortgage

A 15-year term roughly doubles the monthly payment compared to 30 years on the same principal, but the total interest paid can be less than half that of a 30-year loan. Many borrowers choose 30 years for cash-flow flexibility and invest the difference.

Important Estimate Disclaimer

Results produced by this calculator are mathematical estimates only. Actual loan offers from lenders may differ due to credit score adjustments, points, origination fees, lender overlays, or specific escrow requirements. Always confirm figures with a licensed mortgage professional or your lender's official Loan Estimate document.

Common Mistakes

  • **Forgetting PMI** — if the down payment is less than 20%, lenders require private mortgage insurance, adding $100–$300+/month that this calculator does not include.
  • **Using the APR instead of the note rate** — the APR includes fees and is higher than the interest rate used in the payment formula; always enter the advertised note (interest) rate.
  • **Ignoring taxes and insurance** — the calculated payment is principal & interest only. Budget an additional 20–30% of that figure for property taxes, insurance, and escrow.
  • **Confusing loan term with amortization period** — some loans have a 5-year term but 30-year amortization (balloon loans). This calculator assumes a fully amortizing loan where term = amortization period.
  • **Entering the down payment as a loan amount** — the down payment reduces the home price to produce the loan principal; do not enter it as the principal itself.
  • **Not stress-testing the rate** — run the calculator with rates 1–2% higher than today's quote to see how your payment would change if you refinance or consider an ARM.

Common Questions About Mortgage

How much house can I afford based on my income?

A common guideline is the 28/36 rule: your housing payment should not exceed 28% of gross monthly income, and total debt payments should not exceed 36%. Divide your gross monthly income by 28% to estimate a maximum payment, then work backwards through the mortgage formula to find a corresponding home price.

What is the difference between interest rate and APR on a mortgage?

The interest rate is the cost of borrowing the principal, used in the amortization formula. The APR (Annual Percentage Rate) is higher because it folds in lender fees, discount points, and certain closing costs spread over the loan term. Use the interest rate (note rate) in payment calculations; use the APR to compare true costs across loan offers.

How do mortgage points work?

One mortgage point equals 1% of the loan amount paid upfront at closing to 'buy down' the interest rate, typically reducing it by 0.25%. Paying points makes sense if you plan to keep the loan long enough for the lower monthly payment to recoup the upfront cost — calculate your break-even month by dividing the point cost by the monthly savings.

When does paying off a mortgage early make financial sense?

Paying extra principal reduces the loan balance faster, cutting total interest. It makes the most sense when your mortgage rate exceeds what you could reliably earn investing that money, or when nearing retirement and wanting a debt-free home. Compare your after-tax mortgage rate to expected investment returns to decide.

What is an amortization schedule?

An amortization schedule is a month-by-month table showing how each payment splits between interest and principal, and the remaining balance after each payment. It reveals that early payments are mostly interest — for example, on a $320,000 loan at 7% for 30 years, the very first payment of $2,129 includes about $1,867 in interest and only $262 in principal.

Frequently Asked Questions

What is included in the monthly payment this calculator shows?

The result covers principal and interest only — the two components of loan repayment. It does not include property taxes, homeowner's insurance, PMI, or HOA dues. Ask your lender for a full PITI (Principal, Interest, Taxes, Insurance) estimate.

How does changing the loan term affect my payment?

A shorter term increases the monthly payment but dramatically reduces total interest paid. For example, on a $320,000 loan at 7%, a 15-year term produces roughly a $2,876/month payment vs. $2,129 for 30 years — but saves over $200,000 in interest over the life of the loan.

What down payment percentage should I use?

Conventional loans typically require 3%–20%. Putting down 20% avoids PMI. FHA loans allow as little as 3.5% down with mortgage insurance. VA and USDA loans may allow 0% down for eligible borrowers. A higher down payment always means a lower monthly payment and less total interest.

Can I use this calculator for a 15-year mortgage?

Yes. Simply change the loan term to 15 years. The formula and calculator work for any loan term. A 15-year mortgage will show a higher monthly payment but far less total interest compared to 30 years at the same rate.

Does the calculator account for extra principal payments?

No — this calculator shows the standard scheduled monthly payment assuming no extra payments. Making additional principal payments each month would pay off the loan faster and reduce total interest, but you would need an amortization schedule tool to model that scenario.

Why does my lender quote a different payment than this calculator?

Lenders may quote a total monthly payment that includes escrow for taxes and insurance, adjust for PMI, charge points that affect the effective rate, or use slightly different rounding conventions. This calculator uses textbook amortization math as an estimate; always rely on your lender's official Loan Estimate for final numbers.

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