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Independent calculation workspace

Mortgage Recast Calculator

See how a lump-sum payment lowers your monthly mortgage payment when you recast

Formula & sources
  • No signup
  • No lender matching
  • Runs in your browser
  • Replace defaults with your quote

Your Mortgage

Your remaining mortgage balance

Your current rate — unchanged by a recast

Years left on your mortgage

Recast Details

Principal you'll pay before recasting

Lender fee to recast (often $150–$500)

New Monthly Payment
$1,688.02
Monthly Savings
$337.60

Before vs. After Recast

Current Loan

Monthly Payment$2,025.62
Balance$300,000.00
Total Interest (remaining)$307,687.31
Payoff DateAugust 15, 2051

After Recast

Monthly Payment$1,688.02
Balance$250,000.00
Total Interest (remaining)$256,404.68
Payoff DateAugust 15, 2051

Your savings

Lower Monthly Payment
$337.60
Interest Saved
$51,282.63

Recast Summary

Lump-Sum Payment
$50,000.00
Recast Fee
$300.00
Fee Break-Even
1 months of savings
Rate & Term
6.5% · 25 years (unchanged)

Tip: a recast lowers your required payment but keeps the same payoff date. If your goal is to be mortgage-free sooner, paying the lump sum without recasting (and keeping your current payment) saves more interest. Estimates only — confirm recast eligibility, minimums, and fees with your servicer.

Use the tool

How to use this Mortgage Recast Calculator

Enter your current balance, interest rate, and remaining term, then the lump sum you plan to pay and any recast fee. The calculator shows your new payment, monthly savings, and interest saved.

How the mortgage recast estimate works

Recasting re-amortizes your loan after a principal payment. The rate and remaining term stay the same, so the only thing that changes is a lower monthly payment. Planning to buy your next home? Check affordability on PlainSums.

Before you compare offers

If your goal is to pay the loan off faster, making the lump-sum payment without recasting (keeping your current payment) saves more interest. Recast when you want a lower required payment while keeping your low rate.

Frequently Asked Questions

A recast applies a lump-sum payment to your principal, then re-amortizes the loan over the remaining term — lowering your monthly payment while keeping the same rate and payoff date. Most lenders charge a small fee (often $150–$500).

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