Skip to content

IRD penalty calculator

Compare three-month interest, contract-rate IRD, and posted-rate IRD before you break a mortgage.

Save + compare

Unlock the full calculator suite

Create a free account to save scenarios, compare options, and share results inside a secure dashboard with your broker team.

  • Save unlimited scenarios and track changes over time
  • Compare rate options side by side with broker feedback
  • Export reports for underwriting or renewal planning

Need the trust details before you share anything? Review Privacy, Disclosures, Security, and Editorial policy.

Interactive calculator

IRD penalty calculator

Derive the payout penalty by comparing three-month interest with posted-rate and contract-rate IRD scenarios.

How this calculator works

Compare three-month interest, contract-rate IRD, and posted-rate IRD before breaking a mortgage.

Use it before refinancing, selling, porting, or accepting a low-rate product with a harsh exit formula.

Inputs you will need

  • Mortgage balance and current contract rate
  • Months remaining in the term
  • Posted-rate discount and current comparison rates

Assumptions and limitations

  • Fixed mortgages often charge the greater of three months' interest or IRD.
  • Posted-rate IRD can preserve the original discount and create a larger spread.
  • Contract-rate IRD typically compares the actual contract rate to a similar remaining-term rate.
  • Confirm with your lender before making decisions.

Example scenarios

Posted-rate IRD shock

See how an original posted-rate discount can make a break penalty much higher.

Contract-rate IRD comparison

Compare a fairer contract-rate formula against three months' interest.

Related tools

Turn this savings math into a refinancing decision

Use the break-even, penalty, or renewal output alongside the refinance and renewal playbooks so you compare timing, costs, and fallback options before you switch.

Guides

Read the Canada-specific playbook before you commit to the next step.

Execution

Use the broker workflow, rates pages, or secure dashboard to move from estimate to action.

Save and compare scenarios

Create a free account to save scenarios, compare options side by side, and share results with your broker team.

Want to verify how Pragmatic handles your data and guidance? Review Privacy, Disclosures, Security, and Editorial policy.

Frequently asked questions

Why can posted-rate IRD be so high?

Some posted-rate formulas subtract the original discount from the current comparison rate, which can make the rate gap look much larger than the real market difference.

Is this IRD penalty calculator exact?

No. It is an estimate. The final payout depends on your lender's contract wording, exact payout date, comparison rate, fees, privileges, and official payout quote.

Is contract-rate IRD usually better?

It is usually easier to model and often safer than posted-rate IRD, but the right lender still depends on rate, term, privileges, portability, and your likelihood of changing the mortgage early.