FinCalc Hub

Mortgage Refinance Calculator

Compare your current mortgage to a new rate and term. See how much you save each month, your total interest savings, and how many months it takes to break even on closing costs.

Monthly payment savings
$0
Current monthly payment
$0
New monthly payment
$0
Break-even point
0 months
Lifetime interest change
$0
Advertisement

How refinance savings are calculated

Each payment uses the standard amortizing loan formula: M = P × [r(1+r)n] / [(1+r)n − 1], where P is the loan balance, r is the monthly rate (annual rate ÷ 12), and n is the number of monthly payments. We compare your current payment (on the balance over the years remaining) against a new loan at the new rate and term. Break-even is your closing costs divided by the monthly savings — the number of months before the refinance pays for itself. After that point, the monthly savings are money in your pocket.

Frequently asked questions

What is the break-even point on a refinance?

It is how long it takes for your monthly savings to cover the closing costs. If you save $200 a month and pay $5,000 in closing costs, you break even in about 25 months. If you plan to keep the home past that point, the refinance generally makes sense.

Does a lower rate always save money?

Not always. Extending the term resets the clock, so a much longer new term can raise your total lifetime interest even at a lower rate. This calculator shows both the monthly savings and the lifetime interest change so you can see the full picture.

What counts as closing costs?

Closing costs typically include the loan origination fee, appraisal, title insurance, and recording fees, often 2 to 5 percent of the loan amount. Some lenders offer a no-closing-cost refinance that rolls the fees into a slightly higher rate.

How much of a rate drop is worth it?

A common rule of thumb is at least a 0.5 to 1 percentage point drop, but the real test is the break-even point versus how long you will keep the loan. Use the calculator with your actual numbers rather than a rule of thumb.

How accurate is this estimate?

The amortization math is exact for fixed-rate loans, but your real quote depends on lender fees, points, escrow, and credit. Treat this as a planning estimate, not a guaranteed offer.

More calculators

Disclaimer: This tool provides an estimate for general informational purposes only and is not financial advice. Rates, closing costs, and loan terms vary by lender and location. Consult a licensed mortgage professional before refinancing.