Windsor-Essex move-up calculator

What would moving up actually cost me each month?

Enter your current home's numbers and the price you are considering. The estimate applies your equity first, then shows the realistic new payment, not just the sale price and the new rate on their own.

Published Updated Reviewed by Matt Biggley

Your current home

Change any assumption.

The home you want next

Methodology in plain language

How the estimate is calculated

Equity applied = current home value − mortgage payout − selling commission − HST on commission − other selling costs. New mortgage = target purchase price − equity applied. Monthly payment uses that new mortgage amount at the entered rate and amortization.

Ontario HST is calculated at 13% of the selling commission entered. Commission is negotiable on both the sale and, indirectly, through the price negotiated on the next purchase.

Why this answers the rate objection

A higher rate on its own makes a move look unaffordable. It rarely is the whole picture, because the equity built up in the current home reduces the size of the new mortgage. This estimate applies that equity first, so the comparison is payment to payment, not rate to rate.

Inputs to vary when testing whether a move-up is realistic.
Current home valueUse a property-specific range rather than an automated estimate; a Home Equity Check narrows this.
Target purchase priceTest a realistic price for the home, area, or property type under consideration.
New mortgage rateUse the rate from a current lender conversation rather than a headline rate.
AmortizationA longer amortization lowers the monthly payment and increases total interest paid.

Worked example

For a $650,000 current home with a $250,000 mortgage balance at 3.2%, moving up to a $900,000 home at 5.1%:

Equity applied as down payment$366,620
New mortgage amount$533,380
Current estimated payment$1,524
Estimated new payment$3,149

What is not included automatically

Mortgage prepayment penalties, mortgage default insurance premiums where applicable, land transfer tax on the new purchase, appraisal and lender fees, bridge financing costs if the sale and purchase do not close on the same day, and qualifying under the mortgage stress test are not calculated here.

Limits and professional review

This is a planning estimate, not a mortgage pre-approval, payout statement, appraisal, or promise of financing. Confirm rate, qualification, and closing costs with a mortgage professional before making a decision.

Also useful: the net proceeds calculator, the renovate-or-sell calculator, and buying before you sell.