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calculate_mortgage_payment

Calculate estimated monthly mortgage payment with PITI breakdown (Principal, Interest, Taxes, Insurance).

Calculate estimated monthly mortgage payment with PITI breakdown (Principal, Interest, Taxes, Insurance). Use when a buyer asks what their monthly payment would be for a given price or loan. Includes: P&I, property taxes, homeowners insurance, HOA dues, and PMI if applicable (down payment < 20%). Can calculate from loan_amount OR from purchase_price with down_payment_pct. Returns itemized estimate of each component. NOTE: These are estimates — actual payments depend on lender terms. This is not financial advice.

Parameters#

ParameterTypeRequiredDescription
loan_amountnumberNoTotal loan amount in dollars. Provide this OR purchase_price+down_payment_pct. · Min: 0
purchase_pricenumberNoPurchase price (used with down_payment_pct to calculate loan) · Min: 0
down_payment_pctnumberNoDown payment as percentage (e.g., 20 for 20%) · Max: 100 · Min: 0
interest_ratenumberYesAnnual interest rate as percentage (required, e.g., 6.5 for 6.5%) · Max: 20 · Min: 0
loan_term_yearsnumberNoLoan term in years (default: 30) · Max: 40 · Min: 1
property_tax_ratenumberNoAnnual property tax rate as percentage (default: 1.1 for CA) · Max: 5 · Min: 0
homeowners_insurancenumberNoAnnual homeowners insurance. If not provided, estimated as 0.35% of purchase price. · Min: 0
hoa_monthlynumberNoMonthly HOA dues (default: 0) · Min: 0
pmi_ratenumberNoPMI rate as percentage of loan if down payment < 20% (default: 0.5) · Max: 3 · Min: 0
include_pmibooleanNoInclude PMI in calculation. Auto-included if down payment < 20% (default: true if applicable)

Example prompts#

  • "What is the monthly PITI on a 452000 loan at 6.5 percent over 30 years?"
  • "Estimate the payment at 612500, 15 percent down, 6.75 rate, 320 monthly HOA."

Safety#

Calculator. Pure math. Reads nothing and writes nothing in your CRM.