How Loan Refinancing Works
Refinancing involves replacing an existing loan with a new loan that offers more favorable terms, such as a lower interest rate, a different repayment term, or lower monthly payments.
Evaluating the Financial Advantage
A successful refinance lowers your overall cost of borrowing. However, closing costs (application fees, origination charges, appraisals, and legal fees) typically range between 2% and 6% of the loan value, meaning the savings must outweigh these upfront expenses.
Refinance Break-Even Point
If closing costs total $3,600 and your new mortgage payment is $180 lower per month, your break-even point is exactly 20 months ($3,600 / $180). You must stay in the home longer than 20 months to achieve real net savings.
Best Practices Before Refinancing
- Check Prepayment PenaltiesReview your current loan agreement to confirm your current lender does not impose hefty penalties for paying off the loan early.
- Shop Multiple LendersCompare Loan Estimates from at least three different lenders to evaluate both interest rates and associated origination fees.
- Watch the Loan TermResetting a mortgage back to a full 30-year term may lower your monthly payment but can increase the total lifetime interest you pay.