Apr Mortgage Calculator

Reviewed by David Chen, CFA | Financial Analysis Expert | Last Updated: November 2023

Understand the true cost of your loan. Use this apr mortgage calculator to calculate the Annual Percentage Rate (APR) by factoring in closing costs, points, and other fees alongside your interest rate.

APR Mortgage Calculator

$
Please enter a valid loan amount.
%
Please enter a valid interest rate.
Years
Please enter a valid term.
$
Points, origination, closing costs, etc.
Annual Percentage Rate (APR)
0.000%
Difference: +0.000%
Monthly Payment (P&I): $0.00

APR Mortgage Calculator Formula

APR is calculated by solving for the interest rate that equates the Net Loan Proceeds (Loan Amount minus Fees) to the stream of future monthly payments over the loan term:

Net Proceeds = Σ [ Monthly Payment / (1 + APR/12)^n ]

This is an iterative calculation (similar to IRR) because APR cannot be isolated algebraically.

Variables

  • Net Proceeds: Loan Amount – Total Fees (Points, closing costs, etc.).
  • Monthly Payment: Calculated using the full Loan Amount and nominal Interest Rate.
  • n: Total number of payments (Months).

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What is APR Mortgage Calculator?

An apr mortgage calculator is a critical tool for comparing loan offers. While the Interest Rate is the cost of borrowing the principal, the APR (Annual Percentage Rate) reflects the total cost of the loan, including upfront fees, discount points, and mortgage insurance premiums.

Because APR includes these extra costs, it is almost always higher than the interest rate. It allows you to compare a low-rate/high-fee loan against a high-rate/low-fee loan on an “apples-to-apples” basis.

How to Calculate APR Mortgage Calculator (Example)

Scenario: $200,000 loan, 6% rate, 30-year term, with $5,000 in fees.

  1. Monthly Payment: Calculated on $200k at 6% = $1,199.10.
  2. Net Loan Proceeds: $200,000 – $5,000 = $195,000.
  3. Solve for APR: We find the rate where the present value of 360 payments of $1,199.10 equals $195,000.
  4. Result: The APR is approximately 6.234%.

Frequently Asked Questions (FAQ)

Why is APR higher than the interest rate?

APR is higher because it factors in the upfront costs of getting the loan (like origination fees and points) and spreads them over the loan term, expressing them as an annual percentage.

Which costs are included in APR?

APR typically includes origination fees, discount points, mortgage insurance premiums, and processing fees. It generally does not include third-party costs like appraisal, title insurance, or property taxes.

Is a lower APR always better?

Usually, yes, but not always. If you plan to move or refinance in a few years, a loan with a lower rate but higher fees (and thus higher APR) might actually cost you more in the short term than a “no-closing-cost” loan with a higher rate.

What is a good difference between Rate and APR?

In a standard market, the APR is often 0.125% to 0.25% higher than the interest rate. If the gap is significantly larger, it indicates high upfront fees or mortgage insurance.

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