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6 min read·2025-12-01

How to Calculate Your Mortgage Step by Step

The actual formula behind your monthly payment — and why two mortgages with the same interest rate can cost you $30,000 difference.

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Buying a home is the biggest financial decision most people will ever make. Yet, many sign mortgages without truly understanding how the monthly payment is calculated. Let's break it down.

The amortization formula

Almost every mortgage uses a fixed-payment amortization formula:

Payment = P × (r × (1+r)^n) / ((1+r)^n − 1)

Where P is the principal borrowed, r is the monthly interest rate (annual rate / 12), and n is the total number of months.

A real example

If you borrow $200,000 at 4.5% over 25 years:

  • P = 200,000
  • r = 0.045 / 12 = 0.00375
  • n = 300 months
  • Monthly payment = $1,111.66
  • Total interest paid: $133,498
  • Yes — you pay more in interest than two thirds of the house.

    APR vs interest rate

    The nominal interest rate is just the cost of borrowing. APR also includes fees and required insurance. Two mortgages quoted at 3.5% can have APRs of 3.8% and 4.4%. Over 30 years that's $25k+ in differences.

    Practical tips

  • Prepaying principal early is far more powerful than later (early payments are almost all interest).
  • If rates fall, refinance — it's often cheaper than you think.
  • Use our mortgage calculator to simulate scenarios before signing.
  • Try the mortgage calculator
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