Second Mortgage Calculator
Compare obtaining a piggyback home equity loan versus paying PMI. Find out which option saves you more money.
Home Price & Down Payment
Other Ownership Costs
Loan Scenarios
| Scenario | With PMI | 80% Loan | 2nd Loan |
|---|---|---|---|
| Interest Rate | % | % | % |
| Loan Term | |||
| Discount Points | % | % | % |
| Other Closing | |||
| Loan Amount | $380,000 | $320,000 | $60,000 |
Financial Analysis
| Comparison | With PMI | 80% + 2nd Mort |
|---|---|---|
| Amount Financed | $380,000 | $380,000 |
| Down Payment | $20,000 | $20,000 |
| Cost of Discount Points | $3,800 | $7,000 |
| Other Closing Costs | $1,200 | $1,700 |
| Total Closing Costs | $5,000 | $8,700 |
| Total Upfront w/ Down Payment | $25,000 | $28,700 |
| Monthly Principal & Interest | $2,278 | $1,919 + $573 |
| Monthly PMI | $158 | $0.00 |
| Monthly Loan Payment | $2,437 | $2,492 |
| Monthly Property Taxes | $225 | $225 |
| Monthly Insurance | $200 | $200 |
| Monthly HOA | $0 | $0 |
| Total Monthly Cost | $2,862 | $2,917 |
| Total Interest Paid | $440,185 | $413,893 |
| Total Financed Cost | $870,360 | $822,593 |
Monthly Payment Comparison
The second mortgage option saves you $47,767! Your upfront costs are higher, but your monthly payments are lower and you avoid PMI entirely.
Complete Guide to Second Mortgages & Piggyback Loans
When you can't make a 20% down payment, you face a choice: pay Private Mortgage Insurance (PMI) or use a second mortgage to avoid it. According to the Consumer Financial Protection Bureau (CFPB), PMI typically costs 0.5% to 1.5% of your loan amount annually. But is it cheaper than a second mortgage? This calculator helps you decide.
How Piggyback Loans Work
A piggyback loan uses two mortgages to finance your home purchase while keeping the primary mortgage at 80% loan-to-value (LTV), which eliminates the need for PMI:
Common Piggyback Structures
80/10/10: 80% first mortgage + 10% second mortgage + 10% down payment
80/15/5: 80% first mortgage + 15% second mortgage + 5% down payment
80/20: 80% first mortgage + 20% second mortgage + 0% down payment (rare)
Example ($400,000 home with 80/10/10):
First mortgage: $320,000 (80%)
Second mortgage: $40,000 (10%)
Down payment: $40,000 (10%)
PMI vs. Second Mortgage: Comparison
| Feature | PMI | Second Mortgage |
|---|---|---|
| Monthly cost | 0.5-1.5% of loan/year | Based on loan amount & rate |
| Tax deductible | Sometimes (income limits) | Yes (mortgage interest) |
| Cancellation | At 78-80% LTV | When paid off or refinanced |
| Equity building | No | Yes (paying principal) |
| Closing costs | None additional | Additional loan costs |
Second Mortgage: Pros and Cons
✓ Advantages
- Avoid PMI entirely
- Interest is typically tax deductible
- Building equity with each payment
- May have lower total monthly cost
- Can pay off second mortgage independently
- First mortgage may have better rate at 80% LTV
✗ Disadvantages
- Higher combined interest rate than first mortgage
- Two payments to manage each month
- Additional closing costs
- May have variable rate (HELOC type)
- More complex to refinance later
- Second mortgage is subordinate in foreclosure
When Each Option Makes Sense
Second Mortgage May Be Better If:
- • PMI rates are high (1%+ of loan annually)
- • You can get a competitive second mortgage rate
- • You plan to stay 7+ years (recoup closing costs)
- • You itemize taxes (deduct interest)
- • You want to build equity faster
PMI May Be Better If:
- • PMI rates are low (0.5% or less)
- • Second mortgage rates are high
- • You'll reach 80% LTV quickly (fast appreciation or high payments)
- • You plan to move within 5 years
- • You prefer simpler payment structure
How to Use Your Calculator Results
This calculator compares the total cost of each option over your expected ownership period:
- Monthly Payment Comparison: See the combined payment for each scenario. Note that PMI payments eventually stop, while second mortgage payments continue until paid off.
- Total Cost Over Time: The most important metric—which option costs less over your expected time in the home?
- PMI Cancellation Point: See when you'd reach 80% LTV and eliminate PMI. After this point, the PMI option becomes more attractive.
- Break-Even Analysis: How long until the lower-cost option saves enough to offset any additional upfront costs?
Eligibility for Piggyback Loans
Not all borrowers qualify for piggyback loans. Typical requirements include:
- Credit score: Generally 680+ for second mortgage (higher than first mortgage requirements)
- DTI ratio: Combined DTI typically under 43% including both loans
- Property type: Primary residences are easier; investment properties may not qualify
- Lender availability: Not all lenders offer piggyback loans; you may need different lenders for first and second mortgages
Who Benefits Most from Second Mortgages?
- High PMI cost markets: Where PMI rates exceed 1% annually
- Tax-conscious buyers: Who itemize and can deduct mortgage interest
- Long-term homeowners: Planning to stay 7+ years to recoup added costs
- Strong credit borrowers: Who can qualify for competitive second mortgage rates
Related Calculators
- Mortgage Calculator — Calculate your primary mortgage payment with PMI
- HELOC Calculator — Compare home equity line of credit options
- Cash-Out Refinance Calculator — Alternative for accessing home equity
- Conventional Loan Calculator — See conventional loan options with different down payments
Official Resources & Citations
- Consumer Financial Protection Bureau (CFPB) — What is Private Mortgage Insurance?
- CFPB — When can I remove PMI?
- Fannie Mae — Mortgage insurance requirements