Refinance Calculator

Determine if refinancing makes sense for your mortgage

How This Calculator Works

Monthly Payment Calculation

This calculator uses the standard US mortgage amortization formula to compute monthly payments for both your current and potential new mortgage:

M = P × [r(1+r)^n] / [(1+r)^n - 1]
  • M = Monthly payment
  • P = Principal loan balance
  • r = Monthly interest rate (annual rate ÷ 12 ÷ 100)
  • n = Total number of payments (loan term in years × 12)

Break-Even Analysis

The break-even period is calculated by dividing the total closing costs by the monthly savings from refinancing:

Break-Even Months = Closing Costs / Monthly Savings

This represents the number of months it will take to recoup the upfront costs of refinancing through monthly payment savings.

Total Interest Savings

Total interest savings are calculated by comparing the total interest that would be paid over the remaining term of the current mortgage versus the total interest that would be paid over the term of the new mortgage.

Total Interest Savings = Current Total Interest - New Total Interest

Net Savings Calculation

The net savings figure accounts for the closing costs associated with refinancing. It is calculated as:

Net Savings = Total Interest Savings - Closing Costs

Closing Costs

Closing costs typically range from 2% to 5% of the loan amount and may include application fees, appraisal fees, title insurance, origination fees, and other charges. These costs are paid upfront when refinancing.

Official Standards & Authoritative Sources

CFPB

Consumer Financial Protection Bureau

consumerfinance.gov

HUD

U.S. Department of Housing and Urban Development

hud.gov

Fannie Mae

Federal National Mortgage Association

fanniemae.com

Freddie Mac

Federal Home Loan Mortgage Corporation

freddiemac.com

VA Guidelines

VA Interest Rate Reduction Refinance

va.gov/irrrl

IRS Pub 936

Mortgage Interest Deduction

irs.gov/publications/p936

Frequently Asked Questions

What does it mean to refinance a mortgage?
Refinancing a mortgage means replacing your existing mortgage with a new one, typically with different terms. This can include a lower interest rate, a shorter or longer loan term, or switching from an adjustable-rate to a fixed-rate mortgage.
What is a break-even point?
The break-even point is the number of months it takes for the monthly savings from refinancing to offset the upfront closing costs. It represents the minimum time you need to stay in your home for refinancing to be financially beneficial.
What closing costs are typically involved?
Closing costs typically include application fees, appraisal fees, title search and insurance, origination fees, attorney fees, and recording fees. These costs usually range from 2% to 5% of the loan amount.
When is refinancing a good idea?
Refinancing is generally considered beneficial when you can obtain a significantly lower interest rate, plan to stay in your home beyond the break-even point, want to shorten your loan term to pay off the mortgage faster, or need to access equity through a cash-out refinance.
Can I refinance with bad credit?
While it may be more challenging, refinancing with bad credit is possible, though you may not qualify for the best interest rates. Some government-backed programs like FHA streamline refinance or VA IRRRL may have more flexible credit requirements.
How long does refinancing take?
The refinancing process typically takes 30 to 45 days from application to closing, though it can vary depending on the lender, the complexity of the loan, and other factors.
Does refinancing affect my credit score?
Refinancing can temporarily lower your credit score due to the hard inquiry on your credit report and the opening of a new loan account. However, over time, if you make consistent payments, it can help improve your score.

Disclaimer:

All calculations are approximate for planning purposes only. This tool does not provide official financial, legal, or tax advice. All financial decisions should be verified with a qualified mortgage lender or financial advisor.