Mortgages

Learn exactly how your home loan works, what makes up your monthly payment, and how to pay it off faster.

Mortgages
On this page
  1. What Is a Mortgage?
  2. The Anatomy of Your Monthly Payment
  3. How Amortization Works
  4. The Mystery of the Escrow Account
  5. Fixed vs Adjustable Rates
  6. Extra Payments and Paying It Off Early
  7. What Happens If You Miss a Payment?

What Is a Mortgage?

A mortgage is a massive loan you use to buy a house. The bank pays the seller. You pay the bank back over a set number of years. The house acts as collateral. If you stop paying, the bank can take the house back. When you are buying a home, you sign a stack of papers that legally binds you to this deal. During your first month as a homeowner, setting up autopay for this loan is the smartest move you can make.

You sign dozens of pages to finalize your mortgage.
You sign dozens of pages to finalize your mortgage.

The Anatomy of Your Monthly Payment

Your monthly payment isn't just paying back the money you borrowed. It covers four main buckets. Lenders call this PITI. It stands for Principal, Interest, Taxes, and Insurance.

  • Principal: The actual money you borrowed to buy the house.
  • Interest: The fee the bank charges you to borrow that money.
  • Taxes: Your local property taxes.
  • Insurance: Your home insurance policy. It might also include private mortgage insurance if you put down less than 20 percent.

How Amortization Works

This is the hardest part for new homeowners to swallow. Your monthly payment stays the exact same for 30 years. But the way that money gets split up changes every single month. This process is called amortization.

In the early years, almost all your money goes to interest. The bank takes their profit first. Only a tiny slice pays down your actual loan balance. By year 15 or 20, the math flips. You finally start making huge dents in the principal.

Interest (Year 1)$1,400
Principal (Year 1)$300
Taxes (Year 1)$200
Insurance (Year 1)$100

Note: These dollar amounts are rough examples based on a 2,000 dollar payment. Actual costs vary widely by region, scope, and home age.

The Mystery of the Escrow Account

An escrow account is basically a forced savings account managed by your lender. You pay a little bit toward your taxes and insurance every month. The bank holds that cash in escrow. When your tax bill or insurance premium is due, the bank pays it for you.

This protects the bank. They know the house won't burn down uninsured or get seized for unpaid taxes. Your escrow payment changes every year because property taxes and insurance rates change. This is why your total monthly payment goes up even if you have a fixed interest rate. Read more about managing this in our guide to property taxes and home finances.

Your payment is split into four distinct buckets.
Your payment is split into four distinct buckets.

Fixed vs Adjustable Rates

Most people get a 30 year fixed mortgage. The interest rate never changes. Your principal and interest payment is locked in forever. A 15 year fixed mortgage works the same way, but you pay it off twice as fast. Your monthly payment is higher, but you save tens of thousands of dollars in interest.

An adjustable rate mortgage has a low rate for the first few years. Then the rate changes based on the economy. If rates go up, your monthly payment goes up.

Loan TypeRate StabilityMonthly PaymentBest For
30 Year FixedNever changesLowestLong term stability
15 Year FixedNever changesHighestPaying off debt fast
5/1 ARMChanges after 5 yearsStarts low, then variesSelling before year 5

Extra Payments and Paying It Off Early

You can pay your loan off faster by adding extra money to your monthly payment. Even an extra 50 to 100 dollars a month shaves years off your loan. Because of the way amortization works, extra payments hit your principal directly. You skip the interest charge on that money entirely.

Pro Tip: When you make an extra payment online, look for a checkbox or menu option that says "Apply to Principal Only". If you don't check this, the bank might just hold the cash to pay next month's regular bill.
Always specify that extra money should go straight to your principal balance.
Always specify that extra money should go straight to your principal balance.

What Happens If You Miss a Payment?

Life happens. If you can't make your payment, don't ignore it. Call your lender immediately. Most banks give you a 15 day grace period. After that, they charge a late fee. The fee is usually 3 to 6 percent of your monthly payment.

Warning: If you go 30 days past due, the bank reports it to the credit bureaus. This wrecks your credit score. If you miss several months, the bank starts the foreclosure process and takes the house.

Frequently asked

Why did my fixed rate mortgage payment go up?

Your principal and interest stay the same. However, your property taxes or home insurance premiums likely increased. Your bank raised your total monthly payment to cover the shortage in your escrow account.

Should I pay off my mortgage early?

It depends on your interest rate. If your rate is very low, you might make more money investing extra cash. If your rate is high, paying off the loan early guarantees a great return and frees up your monthly cash flow.

What is private mortgage insurance?

PMI is an extra fee you pay if you buy a house with less than a 20 percent down payment. It protects the bank if you default on the loan. You can usually cancel PMI once you pay down enough of your principal.

Can I change my payment due date?

Most lenders allow you to change your due date by calling customer service. They will adjust your billing cycle. You might have to pay a partial month of interest to make the math line up.

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