Mortgage Points Calculator

Buying Down a Rate Is a Bet on How Long You'll Keep the Loan

Mortgage points let a borrower prepay interest upfront in exchange for a lower rate for the life of the loan — a trade that only pays off if the loan is kept long enough for the monthly savings to recover the upfront cost. Sell the home or refinance before that break-even point and the points were a net loss, no matter how attractive the lower rate looked on paper.

The Formula

Cost of Points = Loan Amount × (Points / 100)   [1 point = 1% of loan amount]
New Rate = Base Rate − (Points × Rate Reduction per Point)
Break-Even (months) = Cost of Points / Monthly Payment Savings

Where This Calculation Matters

  • Deciding whether to pay for points at closing — if you plan to move or refinance before the break-even month, paying for points is money that won't be recovered.
  • Comparing lender offers — two lenders quoting the same rate might differ in how many points that rate costs, which changes the real cost of the loan.
  • Negotiating seller-paid points — if a seller is willing to cover closing costs, points bought with their money have no break-even risk for the buyer at all.
  • Long-hold vs. short-hold borrowers — someone confident they'll stay in a home 10+ years has a very different points calculus than someone expecting to relocate in three.

Break-Even Period at Different Point Purchases

On a $300,000 loan at a 7% base rate over 30 years, with each point reducing the rate by 0.25%:

Cost and break-even period by points purchased, $300,000 loan, 7% base rate, 30-year term
PointsCostNew rateMonthly savingsBreak-even
1$3,000.006.750%$50.1159.9 months
2$6,000.006.500%$99.7060.2 months
3$9,000.006.250%$148.7660.5 months

In this example the break-even point lands close to 5 years regardless of how many points are purchased — a pattern that holds roughly true whenever the rate reduction per point stays constant, though it isn't a universal rule for every rate environment.

How to Use This Calculator

  1. Enter the Loan Amount and Base Interest Rate quoted without points.
  2. Enter Points Purchased and, if your lender quotes a different figure than the 0.25% default, the Rate Reduction per Point.
  3. Enter the Loan Term (years).
  4. Select Calculate to see the cost of the points, the new rate, and the break-even period in months.

Related Calculations

Compare the reduced-rate payment against a strategy of paying extra principal instead with the Extra Mortgage Payment Calculator, or check the LTV impact of your loan amount with the Loan-to-Value (LTV) Calculator.