Mortgage Guide

Refinancing a Mortgage

Understand why people refinance and how to compare the potential savings with the cost of replacing an existing mortgage.

What refinancing means

Refinancing replaces an existing mortgage with a new loan. The new loan can have a different rate, term, payment structure, balance or other features.

Common reasons to refinance

Borrowers may refinance to seek a lower rate, change the loan term, change loan type, alter monthly payments or access equity where available. Each objective creates different tradeoffs.

Costs matter

A lower rate does not automatically make refinancing worthwhile. Closing costs, fees and the time you expect to keep the new loan should be included in the comparison.

Break-even thinking

A simple break-even estimate compares upfront refinancing costs with expected monthly savings. It is only one measure; extending the loan term or changing the balance can also affect total interest over time.

Model your scenario

Use the Refinance Calculator, review mortgage rate data, and compare amortization with the Amortization Calculator.

Refinancing costs and eligibility vary. This guide provides general educational information only.