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30+ Years Experience
150+ Wholesale Lenders
Licensed in 19 States
NMLS #139369

Mortgage & Investment Calculators

Professional-grade financial tools to help you make informed decisions about mortgages, investments, and wealth building. All calculators include detailed PDF reports.

Mortgage PlanningInvestment StrategyHomeownership DecisionDebt ManagementFinancial PlanningTax Strategy
Popular
Refinance Calculator
Mortgage Planning

Calculate potential savings from refinancing your current mortgage. See your break-even point and total savings over the loan term.

Perfect for:

  • Lower monthly payments
  • Reduce interest rate
  • Cash-out refinancing
Investor Favorite
Interest-Only Calculator
Investment Strategy

Compare interest-only payments to traditional mortgages. Perfect for real estate investors and short-term property holders.

Perfect for:

  • Maximize cash flow
  • Investment properties
  • Short-term ownership
Rent vs Buy Calculator
Homeownership Decision

Determine whether renting or buying makes more financial sense for your situation. Includes equity buildup and tax benefits analysis.

Perfect for:

  • First-time buyers
  • Market comparison
  • Long-term planning
New
DSCR Calculator
Investment Strategy

Calculate Debt Service Coverage Ratio for investment properties. Essential for qualifying for DSCR loans based on rental income.

Perfect for:

  • Rental property analysis
  • DSCR loan qualification
  • Cash flow assessment
Debt Comparison Calculator
Debt Management

Compare your current debt structure to potential consolidation options. See how much you could save by consolidating high-interest debt.

Perfect for:

  • Debt consolidation
  • Cash-out refinance
  • Interest savings
10-Year Wealth Roadmap
Financial Planning

Plan your wealth building strategy over 10 years. Project savings, investments, and real estate equity growth with compound returns.

Perfect for:

  • Retirement planning
  • Wealth accumulation
  • Investment strategy
Cost Segregation Resource
Tax Strategy

Learn how cost segregation can accelerate depreciation and reduce your tax burden on investment properties. Request a consultation.

Perfect for:

  • Tax reduction
  • Real estate investors
  • Depreciation acceleration
Amortization Calculator
Mortgage Planning

View your complete loan amortization schedule. See how each payment breaks down between principal and interest over time.

Perfect for:

  • Payment breakdown
  • Principal vs interest
  • Loan payoff timeline
Tax Benefits Calculator
Tax Strategy

Estimate your potential tax savings from mortgage interest deductions and property tax deductions.

Perfect for:

  • Tax deductions
  • Mortgage interest
  • Property tax savings
Essential
Affordability Calculator
Homeownership Decision

Determine how much home you can afford based on your income, debts, and down payment.

Perfect for:

  • Budget planning
  • First-time buyers
  • Pre-qualification
Payment Accelerator
Mortgage Planning

See how extra payments can reduce your loan term and save thousands in interest.

Perfect for:

  • Early payoff
  • Interest savings
  • Bi-weekly payments
Loan Comparison
Mortgage Planning

Compare multiple loan scenarios side-by-side. Evaluate different rates, terms, and down payments.

Perfect for:

  • Rate comparison
  • Term comparison
  • Scenario analysis
Rate Buydown Calculator
Mortgage Planning

Calculate whether paying points to buy down your rate makes financial sense for your situation.

Perfect for:

  • Points analysis
  • Rate reduction
  • Break-even calculation
Buydown ROI Calculator
Investment Strategy

Analyze the return on investment for temporary or permanent rate buydowns.

Perfect for:

  • 2-1 buydown
  • 3-2-1 buydown
  • ROI analysis

Need Help Choosing the Right Calculator?

Our mortgage experts can guide you through the numbers and help you find the best financing solution for your unique situation.

What Our Clients Say

"As a business owner, I was turned down by three banks. NS Funding got me approved in 3 weeks using my bank statements."

M

Michael R.

Restaurant Owner, NJ

"The DSCR loan process was seamless. No income docs, just the rental numbers. Closed on my 5th property in 21 days."

S

Sarah T.

Real Estate Investor, FL

"Professional, responsive, and they actually understand NON-QM lending. Best mortgage experience I've had."

D

David K.

Self-Employed, NY

Calculator FAQs

Common questions about our mortgage calculators.

Understanding Rate Locks

Protect your rate while your loan is being processed

What is a Rate Lock?

A rate lock is a guarantee from your lender that your interest rate will not change for a specified period, typically 30 to 60 days. This protects you from market fluctuations while your loan application is being processed and underwritten.

When Should You Lock Your Rate?

✓ Good Times to Lock
  • • When rates are historically low
  • • When you have a firm closing date
  • • When economic news suggests rates may rise
  • • When you're comfortable with the current rate
  • • When your loan is fully approved
⚠ Consider Waiting If
  • • Your closing date is uncertain
  • • Rates are trending downward
  • • You're still shopping for properties
  • • Your loan approval is pending
  • • Economic indicators suggest rate drops

Rate Lock Periods

Lock PeriodBest ForTypical Cost
15 daysQuick closings, refinancesUsually no extra cost
30 daysStandard purchase transactionsStandard pricing
45 daysNew construction, complex loansSlight rate increase (~0.125%)
60 daysExtended closingsHigher rate increase (~0.25%)
90+ daysNew construction, special programsSignificant premium

Important Considerations

  • Lock Extensions: If your loan doesn't close within the lock period, you may need to pay for an extension or accept a higher rate.
  • Float-Down Options: Some lenders offer float-down provisions that allow you to take advantage of lower rates if they drop after you lock.
  • Lock Fees: While most locks are free, some lenders charge a fee that may be refundable at closing.
  • Rate Lock Agreements: Always get your rate lock in writing with the exact rate, points, lock period, and expiration date.

Ready to lock in your rate? Our loan officers can help you determine the best timing.

Call (800) 921-4858 to Lock Your Rate

Why Use Our Mortgage Calculators?

Our comprehensive suite of mortgage and investment calculators provides accurate, real-time calculations to help you make informed financial decisions. Whether you're a first-time homebuyer, seasoned real estate investor, or looking to optimize your current mortgage, our tools deliver professional-grade analysis with detailed PDF reports.

Features of Our Calculator Suite

  • Instant Results: Get immediate calculations with detailed breakdowns
  • PDF Reports: Download professional reports for your records
  • Email Delivery: Receive your results directly in your inbox
  • Expert Guidance: Connect with our mortgage specialists for personalized advice
  • No Obligation: Use all calculators completely free with no commitment

Who Should Use These Calculators?

Our calculators are designed for a wide range of users including first-time homebuyers evaluating rent vs buy decisions, real estate investors analyzing DSCR and interest-only options, homeowners considering refinancing to lower rates or consolidate debt, self-employed professionals planning wealth building strategies, and tax-conscious investors exploring cost segregation opportunities.

How to Get Started

Simply select the calculator that matches your needs from the grid above. Enter your financial information, and receive instant results with detailed analysis. Each calculator includes the option to download a PDF report and connect with one of our mortgage specialists for personalized guidance. All your data is secure and confidential.

Important Disclosure

Loan approval is not guaranteed and depends on your specific financial situation and lender guidelines. Rates, terms, and program availability are subject to change without notice. This is not a commitment to lend. Equal Housing Opportunity.

NS FundingNMLS #139369Equal Housing Lender

NS Funding is a DBA of NorthStar Funding Inc. | Licensed in CA, CO, CT, DC, FL, GA, IL, MA, MD, NC, NH, NJ, NY, OH, OR, PA, SC, TX, VA