Flexible loan calculator

Find the missing loan variable

Work backwards from what the client knows, solve for the remaining loan input and build a schedule from the result.

Included in the base subscription

AccountKit Flexible loan calculator product interface

Published AccountKit product screenshot; the interface may have changed since capture.

Enlarge screenshot

AccountKit · Flexible loan calculator

Original-size image. Scroll within the screenshot to explore the detail.

AccountKit Flexible loan calculator product interface

Inside the tool

Start with the known numbers

The sample demonstrates the workflow, not a lending quote or recommendation.

AccountKitFlexible loan calculatorInteractive preview · sample data
Example client groupFlexible loan calculator
Flexible loan calculator
Conversation steps03 sample items

Selected scenario 01

Known inputs

Enter the principal, repayment, term or rate already known.

SAMPLE SCENARIOSolve for the missing input
Illustrative only
Loan amount$250,000
Repayment$1,800 / month
Interest rateTo solve
KNOWNPrincipalRepaymentTerm
TO SOLVEInterest rateReview the assumptions before using a result.
Enter known valuesSolve the unknownReview schedule
01Known inputs02Solve03Schedule

Sample interface and values. This illustration does not calculate a loan, super balance or retirement outcome, and is not financial advice.

The remaining variable becomes the question.

Interactive demonstration with sample data, based on the AccountKit interface.

Make it your practice

Put this tool to work with your clients

Start a free 14-day trial with your own client list, or see this workflow with the AccountKit team.