Finance calculator

Free jumbo mortgage calculator

Calculate jumbo mortgage payments for loan amounts above the conforming limit — enter loan amount, rate, and term, updated live, as you type.

InputsLive
Calculate for
Home price
$
Down payment20% of price
$
Interest rate
%
Loan term
yr
Monthly payment (P&I)loan $320,000
Taxes, insurance & fees
Property taxper year
$
Home insuranceper year
$
HOA duesper month
$
PMI rateper year
%
How the result is calculated
The monthly principal and interest payment uses the standard fixed-rate amortization formula:M = P × r × (1+r)ⁿ ÷ ((1+r)ⁿ − 1)
  • P — loan amount (home price minus down payment)
  • r — monthly rate (annual rate divided by 12)
  • n — total payments (years times 12)
Taxes, insurance, PMI and HOA are added on top of P&I to get your full monthly cost.
Check our examples
30-year fixed · $400k home · 20% down · 6.5%15-year fixed · $400k home · 20% down · 6.1%First home · $300k · 10% down · 6.75%
Result
Monthly payment
$2,447.62 /mo
Principal & interest $2,022.62 · 360 payments over 30 years.
Principal & interest$2,022.62
Total interest$408,142
Loan amount$320,000
Total cost$808,142
What's in your monthly payment
Principal & interest$2,022.62
Property tax$300.00
Home insurance$125.00
Insights
To stay inside the 28% rule, gross household income should be roughly $104,898/yr or higher.
Loan paid offJul 2056
Principal > interest fromYear 20
Paid per $1 borrowed$2.28
Interest share of payments56%

All results are estimates. How accurate is this?

Your loan over time

$500k$375k$250k$125k$00Yr 6Yr 12Yr 18Yr 24Yr 30
Remaining balance
Full report

Full Amortization Schedule

Your mortgage payment is $2,447.62 per month for a $400,000 home.

Mortgage summary
Home price$400,000.00
Down payment$80,000.00 (20%)
Loan amount$320,000.00
Interest rate6.5%
Loan term30 years (360 payments)
Principal & interest$2,022.62
Property tax (mo)$300.00
Home insurance (mo)$125.00
Total monthly payment$2,447.62
Total of 360 payments$728,142.36
Total interest paid$408,142.36

How does the term affect my payment?

$5000$3333$1667$0$3,63410yr$2,78815yr$2,38620yr$2,16125yr$2,02330yr

How does the down payment affect my payment?

$5000$3333$1667$0$2,4025%$2,27510%$2,14915%$2,02320%$1,89625%

Payment schedule

#DatePaymentPrincipalInterestBalance
1Aug 2026$2,022.62$289.28$1,733.33$319,710.72
2Sep 2026$2,022.62$290.85$1,731.77$319,419.86
3Oct 2026$2,022.62$292.43$1,730.19$319,127.44
4Nov 2026$2,022.62$294.01$1,728.61$318,833.43
5Dec 2026$2,022.62$295.60$1,727.01$318,537.82
6Jan 2027$2,022.62$297.20$1,725.41$318,240.62
7Feb 2027$2,022.62$298.81$1,723.80$317,941.80
8Mar 2027$2,022.62$300.43$1,722.18$317,641.37
9Apr 2027$2,022.62$302.06$1,720.56$317,339.31
10May 2027$2,022.62$303.70$1,718.92$317,035.62
11Jun 2027$2,022.62$305.34$1,717.28$316,730.27
12Jul 2027$2,022.62$307.00$1,715.62$316,423.28
Showing 12 of 360 payments

Results are estimates. Consult a professional.

How it's calculated

How the jumbo mortgage calculator works

A jumbo mortgage is any loan that exceeds the conforming loan limit set annually by the Federal Housing Finance Agency (FHFA). For 2024, the baseline conforming limit is $766,550 for a single-family home, with higher ceilings in designated high-cost areas (up to $1,149,825). Jumbo loans are not backed by Fannie Mae or Freddie Mac, so lenders bear the full credit risk — which typically results in higher rates and stricter qualification requirements.

Monthly payment = P × r × (1 + r)ⁿ ÷ ((1 + r)ⁿ 1)
Where r = monthly rate (APR ÷ 12), n = loan term in months
Total interest = (monthly payment × n) P
Jumbo threshold (2024): loan > $766,550 (baseline) or > $1,149,825 (high-cost)
Typical jumbo premium: +0.25% to +0.50% above conforming rate

Jumbo underwriting is more conservative than conforming loans. Lenders typically require a minimum 20% down payment, a credit score of 720 or higher, a debt-to-income (DTI) ratio at or below 43%, and 12 months of cash reserves after closing. Some lenders require two appraisals for high-value properties. Rates can be competitive with conforming rates during periods of strong investor demand for jumbo mortgage-backed securities.

FHFA 2024 Conforming Loan Limits — baseline and high-cost area limits by county.
Example

Worked example: $1.2M home, 20% down, 7.25% rate

Example: $1.2M purchase — $960k jumbo loan at 7.25%, 30yr

Borrower purchases a $1,200,000 home with a 20% down payment ($240,000), financing $960,000 as a jumbo mortgage at 7.25% APR over 30 years. No mortgage insurance is required with 20% down.

Loan amount = $1,200,000 $240,000 = $960,000
Monthly r = 7.25% ÷ 12 = 0.6042%
n = 30 × 12 = 360 months
Payment = 960,000 × 0.006042 × (1.006042)³⁶⁰ ÷ ((1.006042)³⁶⁰ 1)
Payment ≈ $6,549/mo
Total paid = $6,549 × 360 = $2,357,640
Total interest = $2,357,640 $960,000 = $1,397,640
$6,549/mo
At 7.25%, a $960k jumbo loan costs $6,549 per month and over $1.39 million in total interest over 30 years — plan reserves and income requirements carefully.
Quick reference

Jumbo mortgage monthly payment and total interest

All examples assume a 30-year fixed-rate jumbo mortgage with 20% down. No PMI applies. Total interest shown over full 30-year term.

Loan AmountRate 7.0%Rate 7.5%Rate 8.0%Total Interest (7.5%)
$750,000$4,992$5,244$5,505$1,137,840
$900,000$5,990$6,293$6,606$1,365,480
$1,200,000$7,987$8,391$8,808$1,820,760
$1,500,000$9,984$10,489$11,010$2,276,040

Source: FHFA conforming loan limits; Fannie Mae jumbo product guidelines; standard amortization formula.

Practical tips

Tips for jumbo mortgage borrowers

Jumbo loans require careful preparation and comparison shopping — the stakes are higher and lender requirements are more varied than in the conforming market. These five tips help you secure the best terms.

  • Shop at least three jumbo lenders — Jumbo rates are not standardized the way conforming rates are (there's no Fannie/Freddie benchmark). Rate spreads between lenders on the same jumbo loan can exceed 0.50%, which translates to tens of thousands of dollars over the loan term.
  • Strengthen your cash reserves — Most jumbo lenders require 12 months of PITI payments in liquid reserves after closing. On a $6,500/month loan this means keeping ~$78,000 in accessible savings. Some portfolio lenders require even more for very large loans.
  • Consider an adjustable-rate jumbo — 5/1 or 7/1 jumbo ARMs often price 0.5–0.75% below fixed rates, and many high-income buyers in expensive markets sell or refinance within the initial fixed period. Run the break-even if your ownership horizon is under 7 years.
  • Watch the conforming limit for your county — In high-cost counties (e.g., much of California, New York metro, Seattle), the conforming limit is higher than the baseline $766,550. A loan just above the baseline limit in such a county may still be conforming — which carries a lower rate and easier qualification.
  • Check portfolio lender options — Banks and credit unions that hold loans on their own balance sheet (rather than selling to Fannie/Freddie) sometimes offer more flexible jumbo terms, particularly for self-employed borrowers or those with complex income documentation.
Accuracy & limits

Accuracy and limitations

This calculator uses the standard fixed-rate amortization formula. It does not account for points paid at origination, loan-level pricing adjustments, property taxes, homeowners insurance, HOA fees, or second mortgages (piggyback loans). Jumbo rates shown are illustrative — actual rates depend on your credit score, LTV, property type, loan amount, occupancy, and the lender's current pricing. High-cost area conforming limits vary by county and are updated each November by FHFA. Verify your county's specific limit before assuming a loan is jumbo.

Not financial advice — consult a mortgage professional for your specific situation.

Glossary

Jumbo mortgage terms defined

A home loan that exceeds the FHFA conforming loan limit for the property's county ($766,550 baseline in 2024). Jumbo loans are ineligible for purchase by Fannie Mae or Freddie Mac.
The maximum loan size eligible for purchase by Fannie Mae or Freddie Mac, set annually by FHFA. The 2024 baseline is $766,550; high-cost areas go up to $1,149,825.
Federal Housing Finance Agency — the regulator and conservator of Fannie Mae and Freddie Mac, which sets conforming loan limits each November based on the House Price Index.
The ratio of monthly debt obligations to gross monthly income. Jumbo lenders typically require a back-end DTI at or below 43%, stricter than many conforming loans.
Liquid assets (savings, money market, etc.) a borrower must have remaining after down payment and closing costs. Jumbo lenders typically require 12 months of PITI payments in reserves.
A lender that retains loans on its own balance sheet rather than selling them to the secondary market. Portfolio lenders can set their own underwriting standards, making them more flexible for complex jumbo borrowers.
About

About this jumbo mortgage calculator

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Questions

Frequently asked questions about the free jumbo mortgage calculator

A jumbo mortgage calculator is a free online tool that helps you mortgage above the conforming loan limit (currently $766,550 in most areas). Jumbo loans exceed Fannie Mae / Freddie Mac limits and typically carry stricter underwriting and slightly higher rates. It runs entirely in your browser with instant results and no sign-up.
No — actual loan terms depend on credit, income docs, and lender underwriting. Use this for planning and what-if scenarios; get a real Loan Estimate before making decisions.
When the calculator asks for them. PITI calculations include property tax, insurance, and PMI; raw P&I calculations don't.
Lenders round payment amounts and may include escrow buffers. Property tax and insurance change over time. Real payments vary 1-5% from these estimates.

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