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Finance · Loans & Borrowing · Free Calculator

Loan & Mortgage
Calculator

Calculate your monthly payment, total interest, and full amortization schedule for any loan or mortgage. Model extra payments and see exactly how much time and money you save.

Loan Balance Over Time
See how your balance decreases with each payment
With Extra Payments
Standard Payments
Monthly P&I
$1,896
Full Payment
$2,271
Total Interest
$382,633
Payoff Date
Apr 2056
Amortization Schedule
MonthPaymentPrincipalInterestBalance
// Finance · ShashaTools
Loan & Mortgage Calculator
Currency:
Home Price / Loan Amount $350,000
$10k$2M
Down Payment $50,000
$0$500k
14.3% down — PMI likely required (below 20%)
Interest Rate (APR) 6.5%
0.5%15%
Loan Term
// Advanced Options
Extra Monthly Payment $0
$0$5k
Goes directly to principal. Even $100 saves thousands.
Annual Property Tax $3,500
Average US property tax is 1.1% of home value/year.
Annual Home Insurance $1,500
Monthly PMI $0
Required if down payment < 20%. Typically 0.5-1% of loan/year.
// Results
Monthly Payment (P&I)
$1,896
Loan Amount
$300,000
Total of All Payments
$682,633
Total Interest
$382,633
Interest Saved (Extra Pmts)
$0
You pay $382,633 in interest over 30 years
How to Use This Calculator
A step-by-step guide to calculating your mortgage payment and total cost of homeownership
Simple Mode Quick Estimate
1
Enter the home price
The purchase price of the home you are considering, or the total loan amount if you already know it. For refinancing, enter your remaining loan balance.
2
Set your down payment
The amount you will pay upfront. 20% eliminates PMI. FHA loans allow as low as 3.5%. The calculator shows the remaining loan amount automatically.
3
Enter the interest rate
Your quoted APR from the lender. Check current rates at Bankrate or Freddie Mac. Rates vary by credit score, loan type, and down payment. Even 0.25% matters over 30 years.
4
Choose your loan term
30-year is standard (lower payment, more interest). 15-year saves massively on interest but has higher monthly payments. Compare both to find your sweet spot.
💡 Tip: Try switching between 15 and 30 years to see the total interest difference. On a $300,000 loan at 6.5%, the 15-year option saves over $212,000 in interest — more than the down payment on another house.
Advanced Mode Full PITI
1
Add extra monthly payments
Extra payments go directly to principal and can save you years and tens of thousands in interest. Even $100-200/month makes a dramatic difference on a 30-year mortgage.
2
Include property tax
Property tax is typically 0.5-2.5% of home value per year depending on state. This is usually escrowed into your monthly payment. Enter the annual amount.
3
Add homeowners insurance
Required by all lenders. Average cost is $1,200-2,000/year depending on home value, location, and coverage. Also typically escrowed into your monthly payment.
4
Factor in PMI
Private Mortgage Insurance is required with less than 20% down. Costs 0.5-1% of the loan per year. Enter the monthly PMI amount from your lender’s estimate. PMI drops off once you reach 20% equity.
💡 Tip: The “Full Payment” shown above includes P&I + tax + insurance + PMI. This is your actual monthly cost of homeownership — make sure you can comfortably afford it before committing.
// Recommended Mortgage Lenders

ℹ️ Affiliate disclosure: Some links below are affiliate links. We may earn a commission if you sign up, at no extra cost to you.

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Fully online application with fast approval. Pre-qualification in minutes. America’s largest mortgage lender.
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Better Mortgage
No origination fees, no commissions. Completely digital process with competitive rates and fast closing.
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SoFi Home Loans
Competitive rates with member benefits. No hidden fees and $500 member discount on closing costs.
See Rates →
Bankrate Compare
Compare mortgage rates from multiple lenders in your area. Updated daily with current market rates.
Compare Rates →
// Related Calculators
🎯
Savings Goal Calculator
Plan your down payment savings timeline.
💳
Debt Payoff Calculator
Pay off other debts to qualify for a better mortgage rate.
💰
Compound Interest Calculator
Compare investing vs paying extra on your mortgage.
📊
Budget 50/30/20 Calculator
Check if the mortgage fits within your housing budget.
// Complete Guide — Updated 2026

Mortgage & Loan Payments Explained:
The Complete Guide

A mortgage is likely the largest financial commitment you will ever make. The difference between a well-planned mortgage and a poorly chosen one can cost you hundreds of thousands of dollars over 15-30 years. Yet most homebuyers focus only on the monthly payment without understanding total cost, amortization, or how small decisions compound over decades. This guide gives you the full picture — the math, the strategies, and the real scenarios — so you buy smart and save more.

How Mortgage Payments Work

Every mortgage payment has two components: principal (paying down your loan) and interest (the cost of borrowing). In the early years, the vast majority of your payment goes to interest. On a 30-year $300,000 mortgage at 6.5%, your first payment of $1,896 breaks down as: $1,625 interest and just $271 principal. By year 15, it flips to roughly $935 interest and $961 principal. By the final years, nearly 100% goes to principal.

// Monthly Payment Formula
PMT = P × [r(1+r)n] ÷ [(1+r)n − 1]
P = Loan amount  ·  r = Monthly rate (APR÷12)  ·  n = Total months

15-Year vs 30-Year: The Real Cost Comparison

Factor30-Year at 6.5%15-Year at 6.0%
Loan Amount$300,000$300,000
Monthly P&I$1,896$2,532
Total Interest$382,633$155,683
Total Paid$682,633$455,683
Interest Savings$226,950

The 15-year mortgage costs $636 more per month but saves $226,950 in total interest. That is $226,950 that stays in your pocket instead of going to the bank. If you can afford the higher payment, a shorter term is almost always the better financial decision. Use our calculator to compare both options with your specific numbers.

Real-World Scenarios

Scenario 1: The Williams Family — First Home. The Williams family earns $95,000/year combined. They find a $320,000 home and put 10% down ($32,000). Loan: $288,000 at 6.75% for 30 years. Monthly P&I: $1,868. Property tax: $267/month. Insurance: $125/month. PMI (below 20%): $180/month. Total monthly: $2,440. That is 30.8% of gross income — within the 28-33% guideline. They plan to make $200 extra per month to eliminate PMI faster by building equity to 20%.

Scenario 2: Marcus — Refinancing. Marcus bought at 7.25% two years ago with a $340,000 balance. Rates have dropped to 6.0%. Refinancing to a new 30-year at 6.0%: payment drops from $2,319 to $2,038, saving $281/month. But he pays $8,000 in closing costs. Break-even: 28 months. Since he plans to stay 10+ years, refinancing saves him $25,720 net over the remaining life of the loan. Use our Savings Goal Calculator to plan a refinance closing cost fund.

Scenario 3: Priya — Extra Payments Strategy. Priya has a $280,000 mortgage at 6.5% for 30 years. Standard payment: $1,770. She adds $300/month extra. Result: loan paid off in 21 years instead of 30, saving $118,000 in interest. Alternatively, she makes one extra payment per year ($1,770 divided by 12 = $147.50 added monthly). This pays off the mortgage 5 years early and saves $76,000. Both strategies accelerate equity buildup dramatically. Model your own extra payment scenario with our calculator.

Scenario 4: David and Elena — 15 vs 30 Year Decision. They are buying a $450,000 home with 20% down ($90,000). Loan: $360,000. Dual income: $150,000/year. 30-year at 6.5%: $2,275/month. 15-year at 6.0%: $3,038/month. They can afford both. The 15-year saves $272,000 in interest and they own the home free and clear at age 50. They choose the 15-year and plan to redirect $2,275/month into investments once the mortgage is paid off.

💡 Key insight: Your mortgage interest rate matters enormously because of the loan’s size and duration. On a $300,000 loan, the difference between 6.0% and 7.0% is $71,000 in total interest over 30 years. That is why improving your credit score before applying — even by 20-40 points — can save you tens of thousands. Check your score, fix any errors, and pay down credit cards before you apply.

Understanding PITI: Your True Monthly Cost

Lenders and real estate agents often quote the P&I (principal and interest) payment. But your actual monthly housing cost — called PITI — includes four components:

  • Principal: The portion paying down your loan balance.
  • Interest: The cost of borrowing the money.
  • Taxes: Property tax, typically 0.5-2.5% of home value per year. Varies wildly by state — Texas averages 1.8%, Hawaii averages 0.3%.
  • Insurance: Homeowners insurance ($1,200-2,500/year) plus PMI if down payment is below 20% (0.5-1% of loan per year).

On a $350,000 home with $300,000 loan at 6.5%: P&I is $1,896. Add $292/month tax and $125/month insurance and your real payment is $2,313. Always budget for PITI, not just P&I. Use our Advanced Mode to model all four components. For overall budgeting, check our Budget 50/30/20 Calculator to see if the full PITI fits within your 50% needs allocation.

The Extra Payment Strategy That Saves $100K+

Extra payments are the single most powerful tool for mortgage payoff acceleration. Every extra dollar goes directly to principal — reducing the balance that interest is calculated on for every future month. The earlier you start, the more you save.

Extra PaymentYears SavedInterest Saved
$0 (minimum only)
$100/month extra~5 years~$65,000
$200/month extra~8 years~$108,000
$500/month extra~13 years~$177,000
1 extra payment/year~4-5 years~$53,000

Based on $300,000 at 6.5% for 30 years. The math is clear: even modest extra payments create massive savings because they reduce the principal that earns interest for every remaining month. Consider setting up biweekly payments (26 half-payments = 13 full payments per year) for an easy way to make one extra payment annually without feeling it. Use our Debt Payoff Calculator to model accelerated payoff strategies.

Current Mortgage Rates (2026)
30-year fixed~6.2-6.8%
15-year fixed~5.5-6.2%
5/1 ARM~5.8-6.5%
FHA 30-year~6.0-6.5%
Jumbo 30-year~6.5-7.2%
Rates change daily. Check Bankrate or Freddie Mac for current rates.
// Frequently Asked Questions
Common Questions About Mortgages & Loans
How is a monthly mortgage payment calculated? +
The formula is: Payment = Principal × [rate × (1+rate)^months] / [(1+rate)^months - 1]. For a $300,000 mortgage at 6.5% over 30 years, the monthly P&I payment is $1,896. Add property tax and insurance for the full monthly cost. Our calculator handles all of this automatically with a full amortization schedule.
How much house can I afford? +
The 28/36 rule says spend no more than 28% of gross monthly income on housing and no more than 36% on total debt. On $6,000/month income, that is a maximum housing payment of $1,680. Work backward from that payment using our calculator to find your price range.
15-year vs 30-year mortgage: which is better? +
A 15-year has higher monthly payments but saves massively on interest. On $300,000 at 6.5%: 30-year costs $382,633 in interest. 15-year costs about $170,000. You save over $212,000 but pay $636 more per month. Choose 15-year if you can comfortably afford the higher payment.
How much does an extra mortgage payment save? +
On a $300,000 mortgage at 6.5% over 30 years, $200 extra per month saves approximately $108,000 in interest and pays off the loan 8 years early. One extra payment per year saves about $53,000 and cuts 4-5 years. Extra payments go directly to principal reduction.
Should I put 20% down? +
20% down eliminates PMI, which costs 0.5-1% of the loan annually. On a $300,000 loan, PMI is $1,500-$3,000/year. However, waiting to save 20% means paying rent longer. Many buyers put 5-10% down and refinance to drop PMI once they reach 20% equity through payments and appreciation.
What is included in a full mortgage payment (PITI)? +
PITI includes: Principal (paying down the loan), Interest (cost of borrowing), Taxes (property tax, escrowed monthly), and Insurance (homeowners insurance plus PMI if applicable). Our Advanced Mode lets you include all four for an accurate total monthly cost of homeownership.
When should I refinance my mortgage? +
Refinance when current rates are 0.75-1%+ below your existing rate, you plan to stay long enough to recoup closing costs (typically 2-4 years), or you want to switch from 30-year to 15-year. Compare your current vs refinanced payment using our calculator to see if the savings justify the closing costs.
How does an amortization schedule work? +
An amortization schedule shows how each payment splits between principal and interest. Early payments are mostly interest — about 80% of your first mortgage payment goes to interest. By the end, nearly 100% goes to principal. Our calculator generates the full month-by-month schedule.
What is PMI and how do I avoid it? +
PMI protects the lender if you default. Required when down payment is less than 20%. Costs 0.5-1% of the loan annually. Avoid it by putting 20% down, using a piggyback loan (80/10/10), or requesting removal once you reach 20% equity through payments or home value appreciation.
Is mortgage interest tax deductible? +
In the US, mortgage interest is deductible on loans up to $750,000 if you itemize. On a $300,000 mortgage at 6.5%, first-year interest is about $19,350. However, many homeowners now take the standard deduction ($14,600 single / $29,200 married in 2026), which may be higher than itemizing.