Mortgage Refinance Calculator

Compare your current mortgage with a new refinanced loan. See monthly savings, the breakeven month where savings exceed closing costs, and total interest saved over the remaining term.

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Current Loan

New Loan

$0
Monthly Savings
$0
New Monthly Payment
0 months
Breakeven Point
$0
Lifetime Interest Saved
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How This Calculator Works

The refinance calculator compares your current loan's remaining payments with a new loan at the specified rate and term. It calculates the total interest you would pay on each option and determines the breakeven point — the month where your cumulative savings from lower payments exceed the closing costs of refinancing.

A refinance typically makes financial sense when the breakeven point occurs well before you plan to sell or move. As a general rule, if you can recoup closing costs within 2-3 years and plan to stay in the home longer than that, refinancing is worth considering.

What to Consider Beyond the Numbers

While monthly savings are important, also consider: resetting your loan term (a new 30-year loan restarts the clock), whether you could invest the savings instead, your plans for staying in the home, and current closing cost estimates from multiple lenders. Shopping at least 3-4 lenders can save thousands in closing costs alone.

Frequently Asked Questions

What is the breakeven point?
The breakeven point is the month when your cumulative monthly savings from the lower payment equal the closing costs you paid to refinance. After this point, you are saving money each month. Before this point, you haven't yet recouped the refinancing costs.
Is it worth refinancing for a 0.5% rate drop?
It depends on your loan balance and closing costs. On a $300,000 loan, a 0.5% rate reduction saves roughly $90-100/month. With $5,000 in closing costs, that's about a 50-55 month breakeven. If you plan to stay 5+ years, it's likely worth it.
Should I refinance to a shorter term?
Refinancing from 30 to 15 years increases your monthly payment but dramatically reduces total interest. If you can comfortably afford the higher payment and want to be mortgage-free faster, it can be an excellent strategy.

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