Debt Consolidation Calculator: Mortgage Refinance and Payoff Analyzer

See what all your debt really costs you, and what consolidating it could save.

Step 1

Enter Your Mortgage

Add your balance, rate, original term, and closing date. Your original loan amount and closing date are what make the payoff projection accurate.

Sample Numbers Are Loaded... So You Can See How Everything Works.

$
$
%
Monthly P&I
$1,828
Months Paid / Remaining
48 / 312
Current Freedom Point
Sep 2052
Interest Remaining
$184,753

Amortization Schedules

Loans & Credit Cards

Your monthly debts: creditor, debt type, current balance, interest rate, original term in months, and estimated monthly payment.
Creditor NameDebt TypeCurrent BalanceInterest Rate %Original Term (Months)Est. Monthly Payment
N/A
n/a
n/a
n/a
N/A
N/A
N/A
Total
Total Balance Owed
$96,414
Total Est. Payments
$2,444

Tip: fill in every row you can. Each blank row is a debt you might be forgetting. Credit card rows estimate the minimum payment for you. Every payment starts as our estimate, so type over it with the exact payment shown on your statement and the calculator will use yours. HELOC rows are always shown as a fully amortizing payment that retires the balance over the term you enter, even when the lender only bills interest. An interest-only bill looks cheaper each month, but it never pays down any principal, so we calculate what you would actually need to pay to be free and clear of it.

The Rate You Are Really Paying

Weighted across every debt you listed above.

Your Blended Rate
5.77%
Blended Rate Without Your Mortgage
15.79%
Total Debt You Owe
$480,414
Total You Pay Each Month
$4,272
Total You Owe
$96,414
Paying Now Each Month
$2,444
Debt Free In
32 yr 3 mo
Interest You Would Pay
$101,958
Real payoff timeline for each debt: balance, interest rate, current payment, months to payoff, total interest cost, and the payment needed to be debt free sooner.
DebtBalanceRatePaying NowReal Payoff TimeInterest CostPay Off In 3 YrPay Off In 4 YrPay Off In 5 Yr
Auto Loan$35,7537.25%$7135 yr$6,978$1,109$861$713
Auto Loan #2$17,6916.75%$3495 yr$3,203$545$422$349
Visa$16,92723.99%$50829 yr 8 mo$32,728$665$552$487
Mastercard$21,65227.99%$72232 yr 3 mo$49,309$896$755$675
Store Card$4,39129.99%$15419 yr 4 mo$9,743$187$159$143
All Debts$96,41415.79%$2,44432 yr 3 mo$101,958$3,399$2,747$2,364

What It Really Takes To Be Debt Free On Your Own

Debt Free In 3 Years

$3,399 / mo

That is $955 more every month than you pay today on the debts that need a bigger payment.

Your total payment goes from $2,444 to $3,399 a month, and it never drops until the balances are gone.

Debt Free In 4 Years

$2,747 / mo

That is $303 more every month than you pay today on the debts that need a bigger payment.

Your total payment goes from $2,444 to $2,747 a month, and it never drops until the balances are gone.

Debt Free In 5 Years

$2,364 / mo

Every debt already has a payment at or above this level today.

Your total looks close to today's $2,444 only because card minimums start high and then shrink every month. This payment stays fixed, which is exactly why it finishes in 5 years instead of decades.

Holding a fixed payment for three to five years is where most households come up short: the minimum keeps falling, the temptation is to pay it, and the balance stretches back out. That is the point of the next steps: consolidating pays these balances off on day one, then the money you were already spending goes to work on the mortgage.

How We Calculate These Payoff Times

Credit cards and other revolving accounts are modeled the way issuers actually bill them: the minimum due is roughly 1% of the balance plus that month's interest, with a $25 floor, and it drops every month as the balance drops. Because the payment keeps shrinking, a large balance at a high rate can take 15 to 30 years or more to retire, and the interest cost can exceed the balance itself. Installment loans and HELOCs are amortized to zero over the term you entered. The 3, 4, and 5 year columns show the fixed payment it would take to clear each balance in that time, which is normally far more than the minimum you are paying now.

%
Reinvest 100% Of Your HELOC Savings Onto The Line Or Save Some For Monthly Cash FlowYou Free Up: $1,523/Mo
Goes Onto The Line
$1,523/mo
$

Type any amount you want to pocket. The rest goes to principal.

Slide anywhere from keeping every dollar to putting every dollar back onto the line. Your payoff date, interest, and the Compare tab update instantly.

Current Mortgage

Today
Your Mortgage Payment (P&I)
$1,828
Your Other Debt Payments
$2,444
Total You Pay Each Month
$4,272
Your Blended Rate
5.77%
Total Interest You Still Pay
$286,710

HELOC Or HELOAN Consolidation

Consolidated
Your current first mortgage (3.25%, 30 yr)
$1,828
HELOC / HELOAN on $96,414 (7.99%, 15 yr)
$921
Fully Amortized Payoff At That Payment (15 Yr, No Reinvestment)
15 yr
Interest If You Only Make The Scheduled Payment
$69,335
Total You Pay Each Month
$2,749
Monthly Savings
$1,523
Savings Put Back Onto The Line
$1,523/mo
Savings You Keep
$0/mo
Line Paid Off (With Savings Put Back)
3 yr 10 mo
Mortgage Paid Off (Line Payment Moves Over After)
11 yr 6 mo
Debt-Free Point
Mar 2038
Mortgage Interest If You Change Nothing
$184,753
Mortgage Interest (Line Payment Moves Over In Month 47)
$90,537
Interest You Actually Pay On The Line (Gone In 3 yr 10 mo)
$15,813
Total Interest You Still Pay
$106,349

Your mortgage rate, balance, and payment never change. Its interest drops from $184,753 to $90,537 only because of timing: once the line is gone in month 46, that whole $2,444 payment moves onto the mortgage as extra principal. Spend that money instead and the interest stays at $184,753.

The line costs $15,813 instead of $69,335 because you are sending $1,523/mo back onto it, so it is gone in 3 yr 10 mo instead of 15 yr.

If you put 100% of your savings back onto the line, changing the rate barely moves your debt-free date, because you still pay $4,272/mo either way. A higher rate changes where the money goes, not what you pay, so watch the total interest line above. Keep part of the savings with the slider and the date moves too.

Amortization Schedules

%
$
$
Reinvest 100% Of Your Savings Towards Principal Or Save Some For Monthly Cash FlowFreed Up: $1,005/Mo
Applied To Principal
$1,005/mo
$

Type any amount you want to pocket. The rest goes to principal.

Slide it anywhere between keeping every dollar and reinvesting every dollar. This page, the compare tab, and the timeline chart update instantly.

Consolidated Refi (Baseline)

Baseline
New 1st mortgage ($491,421)
$3,267
Current Mortgage Balance Paid Off
$384,000
Non-Mortgage Debt Paid Off
$96,414
Balances Paid Off Subtotal
$480,414
Interest Accrued During 2 Skipped Payments (Rolled In)
$2,080
Estimated Closing Costs Rolled In (Estimated On The High Side)
$8,927
Payments Skipped At Closing
2
Cash Kept From Skipped Payments
$8,543
Estimated Escrow Refund (12% Of Closing Costs)
$1,072
Net Cost To Refinance After Skipped Payments
$0
Other-Debt Payments
$0
Total You Pay Each Month
$3,267
Cash Freed Up Vs. Today
$1,005
1st Mortgage Payoff (Base)
30 yr
Note Rate On 1st
6.99%

+ Reinvest Savings Into Principal

Best
Mortgage Payment (P&I)
$3,267
+ Reinvested cash flow (extra principal / mo)
$1,005
Other-Debt Payments
$0
Accelerated 1st-Mortgage Payment
$4,272
1st Mortgage Payoff
15 yr 11 mo
Debt-Free & Mortgage-Free
Oct 2042
Total Interest On 1st
$324,316
Total Principal Repaid
$491,421
Total Of All Payments
$815,737
Net Effective Rate On 1st Mortgage
4.15%

This is the average annual interest paid per original dollar borrowed, not a replacement APR. The exact interest above is summed from every monthly row in the amortization schedule, including the smaller final payment.

The new loan of $491,421 equals your current mortgage balance of $384,000 plus $96,414 of non-mortgage debt paid off at closing, plus $2,080 of interest that accrues during the 2 skipped payments, plus $8,927 in estimated closing costs projected at 1.85% of $482,494.

Amortization Schedules

%

Typical window is 12 to 24 months, once credit and debt-to-income have recovered. Default shown is 18 months.

$

Step Two is priced off the balance you will actually owe at month 18 of Step One, not off today's balance. Skipping two payments does not erase that interest, it rolls into the new loan, so both the skipped interest and the cash you keep are shown below.

Step One Position At Refinance

Step One
Step One Loan Amount
$491,421
Step One Note Rate
6.99%
Step One Required P&I
$3,267
Total Payment You Are Already Making
$4,272
Months Of Step One Paid
18
Balance At Step Two
$464,771
Interest Paid During Step One
$50,231
Balance Rolled Into The New Loan
$464,771
Estimated Closing Costs Rolled In (Estimated On The High Side)
$8,699
Payments Skipped At Closing
2
Cash Kept From Skipped Payments
$6,533
Estimated Escrow Refund (12% Of Closing Costs)
$1,044
Interest Accrued During Skipped Months
$5,415
Net Cost To Refinance After Skipped Payments
$1,123

Step Two Rate And Term Refinance

Best
New Step Two Loan Amount
$478,885
Step Two Note Rate
5.50%
New Required P&I
$2,720
Payment Drop Vs. Step One
$548
Extra Principal From The Lower Rate
$1,553
Total Payment You Keep Making
$4,272
Step Two Payoff
13 yr 2 mo
Total Time From Today
15 yr
Debt-Free & Mortgage-Free
Sep 2041
Interest Paid In Step One
$50,231
Interest Paid In Step Two
$194,841
Total Interest Both Steps
$250,486
Interest Saved Vs. Step One Alone
$73,830
Net Effective Rate After Both Steps
3.40%

Average annual interest paid per original dollar borrowed across Step One and Step Two combined, measured against the $491,421 you started with.

Amortization Schedules

Step One months, the two skipped months, then the Step Two loan, all in one continuous schedule.

Metric
Today
Current Mortgage
Consolidate Debt
HELOC / HELOC Consolidation
Credit Score Reset
Debt-Free Faster: Step 1
Best
Debt-Free Faster: Step 2
Your Debt Today
Original Mortgage Amount$420,000$420,000$420,000$420,000
Other Debt You Owe Today$96,414$96,414$96,414$96,414
What You Owe On Your Mortgage Today$384,000$384,000$384,000$384,000
What The New Loans Look Like
New Mortgage Amount$384,000 (Current Mortgage)$384,000 (Current Mortgage Kept As-Is)$491,421 (New Mortgage)$478,885 (Refinanced In 6 To 18 Months)
New HELOC Or HELOAN Amount$0 (None)$96,414 (New Line)N/A (No HELOC In This Option)N/A (No HELOC In This Option)
Other Debt Still Owed$96,414 (Same As Listed Above)$0 (Paid Off With New HELOC / HELOAN)$0 (Paid Off With New Mortgage)$0 (Debt-Free Faster: Step 1 Paid Off)
Total Debt You Owe$480,414$480,414$491,421$478,885
Rates And Payments
Mortgage Rate3.25%3.25%6.99%5.50%
Mortgage Payment (P&I)$1,828$1,828$3,267$2,720
HELOC PaymentN/A$921N/AN/A
Other Debt Payments$2,444$0$0$0
Monthly SavingsN/A$1,523$1,005$1,553
Your Monthly Money
Required Monthly Payments$4,272$2,749$3,267$2,720
Savings Put Toward PrincipalN/A$1,523$1,005$1,553
Savings You KeepN/A$0$0$0
Total You Pay Each Month (With Extra Principal)$4,272$4,272$4,272$4,272
One-Time Cash From Skipped PaymentsN/AN/A$8,543 (2 Payments)$6,533 (2 Payments)
When You Are Debt-Free
Time Until You Are Debt-Free26 yr11 yr 6 mo16 yr 1 mo15 yr
Freedom PointSep 2052Mar 2038Oct 2042Sep 2041
Blended Rate You End Up Paying5.77%4.20%4.15%3.40%
Interest Saved
Interest On Your Mortgage$184,753$90,537$324,316$250,486
Interest On Other Debt Or The New Line$101,958$15,813N/AN/A
Total Interest You Still Pay$286,710$106,349$324,316$250,486
Interest Saved Vs. CurrentBaseline$180,362$37,606 More$36,225

Your current freedom point is based only on the time left on your mortgage. If your credit cards and other revolving debt take longer than that to pay off, your real debt-free date could be later.

Want These Numbers Reviewed For Your Situation?

Send your scenario to Michael Thayer and his team, or book a call directly below.

Licensed to help nationwide

Michael Thayer, NMLS #173264. Planet Home Lending, NMLS #17022. Licensed in Tennessee and able to originate loans in all 50 states.

Prefer to talk it through? Pick a time that works for you.

Booking unlocks once you send your scenario, so Michael has your numbers before the call.

Your information is used only to respond to your mortgage inquiry and is not sold. This is not a loan application and does not constitute any type of formal loan approval.

Amortization Schedules

Open any scenario to see the black-and-white monthly math.

Remaining mortgage or mortgage-backed balance for each path. The current line uses the remaining first-mortgage term, HELOC uses the longer of the current first mortgage or HELOC term, and the Debt-Free Faster steps use the accelerated payoff calculation.

Current

Payoff duration
26 yr 0 mo(312 months)
Freedom Point
September 2052
Monthly Outflow
$4,272
Current Note Rate
3.25%

HELOC Consolidation

Payoff duration
11 yr 6 mo(138 months)
Freedom Point
March 2038
Monthly Outflow
$2,749
1st Note Rate
3.25%

Debt-Free Faster: Step 1

Payoff duration
16 yr 1 mo(193 months)
Freedom Point
October 2042
Monthly Outflow
$4,272
Net Effective Rate
4.15%

Debt-Free Faster: Step 2

Best
Payoff duration
15 yr 0 mo(180 months)
Freedom Point
September 2041
Monthly Outflow
$4,272
Net Effective Rate
3.40%

The Freedom Point of 26 yr from today is based on your current mortgage debt only. If your credit cards and other revolving debt take longer than that to pay off, your real debt-free date could be later.

Want These Numbers Reviewed For Your Situation?

Send your scenario to Michael Thayer and his team, or book a call directly below.

Licensed to help nationwide

Michael Thayer, NMLS #173264. Planet Home Lending, NMLS #17022. Licensed in Tennessee and able to originate loans in all 50 states.

Prefer to talk it through? Pick a time that works for you.

Booking unlocks once you send your scenario, so Michael has your numbers before the call.

Your information is used only to respond to your mortgage inquiry and is not sold. This is not a loan application and does not constitute any type of formal loan approval.

Refinance & Debt Consolidation Questions

What is a blended (household) interest rate?

It is the single rate you are really paying once every debt is counted: your mortgage, car loans, student loans, personal loans, and credit cards. Most people only look at their mortgage rate, which hides what the rest of the debt costs each month.

Can a higher mortgage rate ever save me money?

It can. The mortgage rate is only one piece. Moving 20% to 25% credit card debt and 8% car loans into one secured payment can lower what you pay each month even if the mortgage rate goes up. The savings only turn into a faster payoff if you put them toward principal instead of spending them.

What is the net effective mortgage rate?

It is the total interest you actually pay on the new loan, divided by the amount you borrowed, spread over how long you take to pay it off. Paying the loan off in 12 to 15 years instead of 30 means far less interest is ever charged, so your true cost per dollar borrowed lands below the rate on the note.

How are credit cards paid off in this calculator?

The same way card companies bill them. The minimum is recalculated each month at about 1% of the balance plus that month's interest, with a $25 floor. Because the payment shrinks as the balance shrinks, one card can take 20 years or more and cost more in interest than you charged.

Am I guaranteed to qualify for a HELOC or HELOAN?

No. Second liens have tighter approval standards than a first mortgage. Lenders look closely at your credit, income, and available equity, and not everyone who applies is approved. On the HELOC / HELOC Consolidation tab this calculator pays the line off over the term you set there (180 months by default) so you can see a real payoff date, instead of the interest-only setup many HELOCs use. A HELOC listed on your debts page is amortized over 30 years for the same reason.