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Trigger rate

See when a variable-rate mortgage payment hits the trigger point and how much buffer remains.

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  • Compare rate options side by side with broker feedback
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Trigger rate

Calculate the trigger rate, payment shortfall, and required increases to maintain amortization.

How this calculator works

Estimate the rate where your payment no longer covers principal on a variable mortgage.

Use it to plan for rising rates and avoid negative amortization surprises.

Inputs you will need

  • Current mortgage balance
  • Variable rate and payment amount
  • Amortization length

Assumptions and limitations

  • Assumes payments stay fixed while rates change.
  • Lender policies may require payment adjustments.
  • Use conservative scenarios for planning.

Example scenarios

Payment stays fixed

See the trigger rate where principal stops decreasing.

Payment increase scenario

Test a higher payment to avoid trigger risk.

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.

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Frequently asked questions

What is the trigger point?

It is when the balance stops decreasing and amortization begins extending.

Do all lenders use the same trigger rules?

No. Lender policies vary on when payments are adjusted.

Is this only for variable mortgages?

Yes. Fixed mortgages do not have trigger rates.