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Mortgage refinance break-even calculator

Compare your current mortgage payment with a new rate and estimate how many months it takes for monthly savings to cover refinance fees.

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Your inputs

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Your result

Fill in the fields above and click Calculate — your personalised plan appears here in a moment.

How the refinance break-even works

The calculator estimates the current monthly payment and the new monthly payment over the same remaining term. It divides upfront refinance fees by the monthly saving to estimate the break-even month.

What this does not include

Real refinance offers can include prepayment penalties, insurance changes, taxes, broker fees and variable-rate clauses. Treat the result as a screening tool, not personal advice.

Plain-language notes

Use this section if the finance words on the page are new to you. The calculator is meant to support a decision, not to reward perfect terminology.

  • Refinancing: replacing an old loan with a new one. It only helps if savings beat fees and you keep the loan long enough.

  • APR/interest rate: the yearly cost of borrowing. A higher rate usually makes debt more expensive and payoff slower.

  • Principal: the original debt or mortgage balance before interest is added.

What to compare

Compare at least two scenarios before trusting the first answer. A useful result should tell you what changes if income, costs, rates, or timing move.

Frequently asked questions

What is a refinance break-even point?
It is the month when accumulated monthly savings have covered the upfront refinance fees.
Should I refinance if the break-even is positive?
Not automatically. You also need to consider risk, fees not entered here, loan flexibility and how long you will keep the mortgage.

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