Mortgage Recast Calculator — Lump-Sum Payment Effect

Make a lump-sum principal payment and see your new (recast) monthly payment at the same rate and term.

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Formula

New payment = (Balance − Lump sum) × r × (1+r)^n / ((1+r)^n − 1) — same rate r and remaining months n; only the balance drops

Examples

InputResult
$300,000, 6%, 25 yrs, $50,000 lump$1,932.90 → $1,610.75/mo
$200,000, 5%, 20 yrs, $20,000 lump$1,319.91 → $1,187.92/mo
$400,000, 6.5%, 28 yrs, $100,000 lump$2,588.06 → $1,941.05/mo

Frequently Asked Questions

What is mortgage recasting?

You make a large lump-sum payment toward the principal and the lender re-amortizes the loan: your balance drops, your monthly payment is recalculated lower, but your interest rate and payoff date stay the same.

How is recasting different from refinancing?

Refinancing replaces the loan with a new rate and term (with closing costs); recasting keeps your existing rate and term and simply lowers the payment. Recasting usually costs a small administrative fee (often a few hundred dollars).

Do all loans allow recasting?

No — most conventional loans do, but many FHA, VA and USDA loans do not. Confirm with your servicer before planning a recast. This calculator is an estimate for planning only.

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Disclaimer: This calculator is for informational and educational purposes only and does not constitute financial, investment, tax or legal advice. Results are estimates — actual returns, rates and terms vary. Consult a qualified financial professional before making financial decisions.