LOWER PAYMENT ≠ AUTOMATICALLY BETTER

Refinance
Analysis

Compare the proposed refinance against the loan you already have—then look beyond the monthly payment to see costs, break-even timing, and interest over the period that matters to you.

01

YOUR CURRENT LOAN

Where you are now

02

PROPOSED REFINANCE

What you’re comparing

ANALYSIS SNAPSHOT

Break-even reached in your timeframe

ESTIMATED MONTHLY CHANGE$341 savedPrincipal, interest, and entered mortgage insurance only
Current payment$2,383
New payment$2,041
New loan amount$331,500
Payment break-even20 months

AT YOUR 5-YEAR HORIZON

Payment savings after costs+$13,984
Current-loan interest$114,208
New-loan interest$100,379
Remaining interest if each loan runs its full term
Current$435,203New$403,297
Have Brian review the real scenario ↗

HOW TO READ THE RESULT

Three questions matter most.

  1. 01
    Does the new payment improve your monthly cash flow?

    Compare principal, interest, and mortgage insurance. Taxes and homeowners insurance are excluded because refinancing usually does not change the underlying property expenses.

  2. 02
    Will you keep the loan long enough to recover the costs?

    Break-even divides closing costs by monthly savings. Selling, refinancing again, or paying off the loan before that point can change the answer.

  3. 03
    What happens to interest and the payoff timeline?

    Restarting a longer term can reduce the payment while increasing lifetime interest. A shorter term may do the opposite. Your goal determines which tradeoff matters.

Educational estimate—not a loan quote or financial advice.

Results are based solely on the figures entered and assume fixed-rate, fully amortizing loans. They exclude taxes, homeowners insurance, escrow adjustments, prepaids, points, changing property values, tax consequences, and opportunity costs. Actual loan terms, costs, payments, savings, and eligibility vary. Request a personalized Loan Estimate before deciding whether to refinance.