🇺🇸 United States

Mortgage Payoff Calculator

How much do extra payments save on your mortgage? Calculate interest saved with extra monthly payments, a one-time lump sum, or find the monthly payment needed to pay off by a target date.

All amounts displayed in selected currency
$
Outstanding amount left to repay
%
Your current mortgage rate (e.g. 5.5)
Years remaining on your mortgage
$
Additional amount you can pay each month on top of your regular payment
Estimates only. Results do not account for lender overpayment limits, fees, or variable rate changes. Consult your lender.

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How to Use This Calculator

Tab "Extra Monthly" (lightning bolt)

Enter your remaining balance, annual interest rate, and remaining term. Then add your extra monthly payment. The calculator shows how many years and months you save, the interest saved, and a visual comparison of remaining balance over time with and without the extra payment.

Tab "Lump Sum" (money bag)

Same three shared inputs, plus a one-time lump sum you can pay right now. The calculator applies that amount directly to principal and shows the new payoff timeline and total interest saved.

Tab "Payoff by Date" (target)

Enter your mortgage details and a target payoff time in years. The calculator tells you the exact monthly payment required to hit that date — and how much interest you would save compared to the full original term.

The Formula

Standard monthly mortgage payment:
PMT = P × r_m × (1 + r_m)^n / ((1 + r_m)^n − 1)
where P = remaining balance, r_m = annual rate / 12, n = remaining months

Interest saved by extra payments:
Interest saved = Total interest (original) − Total interest (with extra payments)

Simulation method:
Each month: interest = remaining balance × r_m
Payment applied: base PMT + extra amount
New balance = old balance + interest − payment
Repeat until balance reaches zero.

Lump sum:
Applied immediately to reduce the principal before the first month's simulation.

All calculations use standard amortisation mathematics. No country-specific rules, taxes, or fees are included.

Worked Examples

Example 1 — Extra Monthly: $280K at 5.5%, 25 years remaining, +$300/month

A homeowner has $280,000 remaining at 5.5% with 25 years left. They start paying an extra $300/month on top of the standard payment.

Remaining balance$280,000
Annual rate5.5%
Original remaining term25 years (300 months)
Extra monthly payment$300
Standard monthly payment$1,710
New monthly payment$2,010
New payoff time18.4 years (saves 6.6 years)
Interest saved$89,412

An extra $300/month — less than $10/day — cuts 6.6 years off the mortgage and saves $89,412 in interest. The savings are large because every dollar of extra payment directly reduces the principal, compounding the benefit through all future periods.

Example 2 — Lump Sum: $20,000 on same mortgage

The same homeowner receives a $20,000 bonus and pays it off the mortgage as a one-time lump sum (in addition to regular payments, no extra monthly).

Remaining balance$280,000
One-time lump sum$20,000
New effective balance$260,000
New payoff time16.1 years (saves 8.9 years)
Interest saved$112,308

A $20,000 lump sum saves $112,308 over the life of the mortgage — a return of more than 5x on the upfront payment. This is because the $20,000 would have attracted 5.5% interest compounding for up to 25 years.

Example 3 — Payoff by Date: $280K at 5.5%, want to clear in 10 years

The homeowner wants to be mortgage-free in 10 years instead of 25. What monthly payment is required?

Remaining balance$280,000
Rate5.5%
Target payoff time10 years (120 months)
Required monthly payment$3,042
Current schedule payment$1,710
Extra needed per month$1,332
Interest saved vs 25 yearsapprox. $160,000+

Paying $3,042/month instead of $1,710 saves over $160,000 in total interest and frees the homeowner from mortgage payments 15 years early.

Why Extra Payments Save So Much

The Compounding Interest Effect — in Reverse

Mortgages work by charging interest on the outstanding balance every month. In the early years, most of your payment goes toward interest, not principal. When you make extra payments, you reduce the principal directly — which means every future month charges interest on a smaller amount. This creates a cascade: lower principal today means lower interest next month, which means more of your standard payment goes to principal, which further accelerates the payoff.

Front-Loading is More Powerful

Extra payments made early in the mortgage save significantly more than the same amount paid later. A $10,000 overpayment in year 2 may save $25,000 in interest; the same $10,000 in year 20 might save only $3,000. This is because the early payment avoids compounding interest charges over 20+ remaining years, while a late payment has fewer years of interest ahead of it.

Lump Sum vs Monthly: Which Is Better?

Both work. A lump sum has an immediate, larger impact — it reduces principal in a single step, saving all future interest on that amount from day one. Regular extra monthly payments are more accessible and build a sustainable habit. If you have both a lump sum and can commit to monthly extras, combining them produces the best outcome. The calculator's "Extra Monthly" and "Lump Sum" tabs let you model each independently.

Overpayment Limits

Many lenders — especially in the UK and some European markets — cap annual overpayments (often at 10% of the outstanding balance) without penalty. Exceeding this may trigger an early repayment charge. Always verify with your lender before making large overpayments. The US, Australia, and New Zealand often have more flexible overpayment policies. This calculator does not model lender-specific caps — treat the results as the maximum theoretical saving.

Frequently Asked Questions

At 5.5% with 25 years remaining, an extra $300/month saves approximately $89,412 in interest and cuts 6.6 years off the mortgage term. The exact saving depends on your rate and remaining term. Use the "Extra Monthly" tab to enter your own figures.
This depends on your mortgage rate vs expected investment return. If your mortgage rate is 5.5% and you expect long-run investment returns of 7-8%, investing may win mathematically over a long horizon. However, paying down the mortgage is risk-free and guaranteed, while investment returns are uncertain. Many financial planners suggest a hybrid: contribute to tax-advantaged accounts first (pension/401k/ISA), then split remaining surplus between mortgage overpayment and investing.
In most cases, no. Most lenders apply overpayments to reduce the mortgage term (keeping the monthly payment the same), which saves the most interest. Some lenders allow you to request a monthly payment reduction after an overpayment. This calculator models the term-reduction approach (most common and most financially optimal). Check your lender's policy if you need the monthly payment reduced.
Your remaining balance and term appear on your latest mortgage statement, annual summary letter, or your lender's online portal. The "remaining term" is the number of years left until the mortgage is fully repaid — not the original term. Use the exact remaining balance, not the original loan amount.
No — this is a universal calculator using standard mortgage mathematics. It does not account for country-specific rules such as UK overpayment caps and ERCs, US escrow and PMI, Australian offset accounts, or Indian home loan tax deductions. For country-specific calculators, see the links in the "Related Calculators" section below.

Country-Specific Mortgage Calculators

For calculators that include local mortgage rules, taxes, and products:

Related Calculators

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