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About

Borrowers often confuse the interest rate with the Annual Percentage Rate or APR. The interest rate determines the monthly payment amount but the APR reflects the total cost of borrowing by including lender fees, prepaid interest, and closing costs. Federal regulations require lenders to disclose the APR to prevent deceptive marketing practices where a low rate masks high upfront fees. This tool reverses the calculation to find the true yield the lender is earning on your money.

Use this calculator to compare loan offers with different fee structures. A loan with a lower interest rate but higher closing costs might actually have a higher APR than a standard loan. Understanding this metric protects you from overpaying for points or administrative fees that do not provide a mathematical benefit.

apr mortgage loan calculator truth in lending finance

Formulas

The APR is found by solving for the rate r in the annuity formula where the Present Value equals the Loan Amount minus Fees.

PVnet = Nt=1 PMT(1 + r)t

Where PMT is the monthly payment calculated on the full loan amount and PVnet is the loan proceeds received.

Reference Data

Loan AmountInterest RateTermUpfront FeesCalculated APRMonthly Payment
$200,0006.5%30 yr$06.500%$1,264
$200,0006.0%30 yr$4,0006.185%$1,199
$200,0005.5%30 yr$8,0005.892%$1,135
$50,0008.0%5 yr$08.000%$1,013
$50,0008.0%5 yr$1,5009.340%$1,013

Frequently Asked Questions

Generally, no. The APR strictly includes costs related to obtaining the loan, such as origination fees, discount points, and processing fees. Ongoing costs like property taxes and homeowners insurance are excluded from the APR calculation.
The APR is higher because it factors in the upfront fees you paid to get the loan. You are essentially borrowing less money (net of fees) but paying back the full amount, which increases the effective yield for the lender.
Yes, but it is rare. This typically happens in adjustable-rate mortgages (ARMs) with a negative amortization feature or if the lender provides a large credit that exceeds the closing costs.