Lending Calculator
The Lending Calculator adds a repayment calculator card to deal records in your HubSpot portal.
Requirements
Section titled “Requirements”Minimum HubSpot licence: Sales Hub Professional
HubSpot UI Extensions (CRM cards) are available on Professional and Enterprise tiers. Deal records require Sales Hub Professional or above.
Features
Section titled “Features”- 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
Required inputs
Section titled “Required inputs”| Field | Description |
|---|---|
| Loan amount | Principal in dollars |
| Annual interest rate | As a percentage |
| Loan term | In years |
Optional inputs
Section titled “Optional inputs”These can be enabled or disabled in the app settings:
| Field | Description |
|---|---|
| Extra monthly repayment | Additional monthly payment on top of minimum |
| Offset account balance | Balance that offsets the principal |
Settings
Section titled “Settings”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.