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Mortgage Rate Increase Simulator

Compare monthly payment and total-interest impact when mortgage rates rise over time.

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Inputs

Rate-change schedule

Initial rate at year 0 is auto-applied. Enter only change points here.

Years from start New annual rate (%) Action
Advanced settings

This version fixes calculation mode to reamortize at each rate-change point.

Comparison summary

Trend chart

Yearly comparison

Notes

FAQ

How is payment recalculated after a rate change?

At each rate-change point, payment is recalculated from the remaining balance and remaining term (reamortization model).

What does baseline comparison mean?

Baseline assumes the initial rate remains constant for the full term. Scenario results show how much total interest, total paid, and maximum payment increase.

Does this match every lender contract rule?

No. Lender-specific caps, reset windows, and payment limits vary. Use this as a comparison model, then verify contract details.

Can I use this before checking refinance options?

Yes. First estimate stress under higher rates, then compare refinance cost-recovery with a refinance break-even calculator.

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