Home · Mortgage

Refinance

If the new payment is lower, the big number is monthly savings. Then check break-even so closing costs do not eat the win.

$
%
%
$

Monthly payment

Current loan versus the refinance payment.

Balance if you keep vs refinance

A longer new term can leave a balance hanging longer.

How this refinance calculator works

A refinance replaces your current mortgage with a new loan. The monthly save is the difference between the two principal-and-interest payments. Break-even is closing costs divided by that monthly save: how many months until fees are recovered. If you sell or refinance again before that month, the “cheaper payment” can still be a net loss.

This page amortizes both loans with the standard fixed-rate formula. It does not add a new escrow (tax and insurance stay on the PITI calculator). Lifetime difference is remaining interest on the old loan versus interest on the new loan plus closing costs. Resetting a 27-year balance to a fresh 30-year term usually cuts the payment and can raise total interest — watch both lines, not only the big monthly number.

Cash-out refinances add a larger balance; treat the extra cash as a separate decision (home repairs versus a vacation). Rate-and-term refinances still fail the test when the rate drop is tiny, fees are high, or you will not keep the house long enough. This is a worksheet. A lender lock, discount points, and prepaid interest will move the real numbers.

FAQ

What is break-even?

Closing costs divided by monthly principal-and-interest savings. If you will not stay past that many months, the refinance is often not worth the paperwork.

Why can lifetime interest go up if the payment goes down?

A longer new term spreads principal over more months. You pay less each month and more interest over the life of the loan unless you keep paying the old amount or recast later.

Are tax and insurance in this payment?

No. This compares loan P&I only. Escrow can change if the new servicer re-estimates tax and insurance, but that is a different bill than the rate you locked.