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Setting Up Capitalizing Interest at Origination

Setting Up Capitalizing Interest at Origination

Roll unpaid interest into the loan’s principal instead of requiring immediate payment, improving cash flow for borrowers and investors.

Updated over a month ago

Introduction

Capitalizing interest allows unpaid interest to be added to the loan’s principal rather than requiring upfront payment. This method is useful for construction loans, fix-and-flip financing, and other short-term loans where reducing immediate cash outflows is beneficial.

Navigating to This Section

  1. Click the Gear icon in the top-right corner to open Settings.

  2. Select Company Settings.

  3. Use the left-hand navigation menu to expand Loan Setup/Origination.

  4. Locate Repayment Methods.

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Capitalizing Interest

You can set up Capitalizing Interest to apply at different frequencies based on borrower or investor preferences.

Capitalization Method

Description

Loan Payment Frequency

Interest is added to the principal at each scheduled payment interval (e.g., monthly, bi-weekly), aligning with the loan’s repayment schedule.

Daily Compounding

Interest accrues daily and is capitalized at the end of each day, leading to faster interest accumulation.

Deferred Interest

No compounding occurs, and interest is deferred for later repayment, typically at loan maturity.

Best Practice: Ensure the selected capitalization method aligns with borrower agreements to prevent miscalculations in repayment schedules.

Additional Settings

Setting

Description

Display Borrower/Investor Capitalizing Mode when Capitalizing Interest is Selected in Loan View

Displays the capitalizing mode options for borrowers and investors when capitalizing interest is enabled in loan view.

FAQs

When should I use Capitalizing Interest?

This method is beneficial when borrowers prefer to defer interest payments to reduce short-term expenses, such as in construction or bridge loans.

How does capitalizing interest impact loan repayment?

Accrued interest increases the loan’s principal balance, which can result in higher total repayment amounts over the loan term.

Can I change the capitalization method after origination?

No, capitalization settings must be configured before loan funding to ensure accurate calculations.


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