Keyword focus: extra payment mortgage calculator

Extra Payment Mortgage Calculator

Experiment with monthly, annual, or lump-sum principal payments.

Build your payoff plan

Input recurring or one-time extra payments to see payoff dates and interest savings.

Even small extra payments compound into years of savings. Use this page to design a payoff plan that matches bonuses, tax refunds, or rental income.

What to review

  • Compare monthly extra payments versus annual lump sums.
  • Ensure servicers apply extra funds to principal, not future interest.
  • Coordinate extra payments with emergency fund targets and other goals.

Quick tips

Label payments clearly
Add “apply to principal” notes when submitting extra payments so servicers allocate correctly.
Automate the plan
Set calendar reminders around bonuses or tax refunds to keep your payoff on schedule.
Balance other debts
Pay down higher-interest debt first. Use the calculator to confirm mortgage prepayments still make sense.

Common questions

  • Can I recast after a lump sum?

    Many lenders allow recasting for a small fee. After a large extra payment, request a recast to reduce monthly payments while keeping the same rate.

  • Is it better to invest instead?

    Compare extra payment savings to expected investment returns. The calculator gives you the mortgage side of the equation.

  • Are there prepayment penalties?

    Most modern mortgages have none, but double-check your note. If there is a penalty, model smaller payments that stay within the free allowance.