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Lending Calculator

The Lending Calculator adds a repayment calculator card to deal records in your HubSpot portal.

  • Monthly repayment calculation
  • Full amortisation schedule with year-by-year breakdown
  • Bar chart visualisation of interest vs principal over time
  • Extra repayments — shows interest saved and time saved
  • Offset account — reduces effective principal for interest calculation
  • Savings statistics with trend indicators
FieldDescription
Loan amountPrincipal in dollars
Annual interest rateAs a percentage
Loan termIn years

These can be enabled or disabled in the app settings:

FieldDescription
Extra monthly repaymentAdditional monthly payment on top of minimum
Offset account balanceBalance that offsets the principal

Go to Trading Cards → Settings (or your portal’s app settings) to enable or disable the optional input fields. Changes apply to all deal records in the portal.