Simple loan calculator
Show the shape of a loan
Turn a client’s loan inputs into a clear view of repayments over its life, ready for a better conversation.
Included in the base subscription
Published AccountKit product screenshot; the interface may have changed since capture.
Inside the tool
A loan explained over time
Choose which part of the illustrative loan conversation to inspect. This preview does not provide financial advice.
Simple loan calculatorInteractive preview · sample dataSelected scenario 01
Loan setup
Start with the principal, rate and term.
Sample interface and values. This illustration does not calculate a loan, super balance or retirement outcome, and is not financial advice.
Make the assumptions visible.
Selected scenario 02
Repayments
Review how regular repayments affect the balance.
Sample interface and values. This illustration does not calculate a loan, super balance or retirement outcome, and is not financial advice.
A graph makes the trajectory easier to discuss.
Selected scenario 03
Client view
Use the chart to explain the full loan period.
Sample interface and values. This illustration does not calculate a loan, super balance or retirement outcome, and is not financial advice.
Move from a number to a conversation.
Interactive demonstration with sample data, based on the AccountKit interface.
Make it your practice
Put this tool to work with your clients
Start a free 14-day trial with your own client list, or see this workflow with the AccountKit team.
