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Mortgages & Financing

Refinancing

Definition and meaning of Refinancing in real estate.

Refinancing is the process of obtaining a new mortgage to replace an existing home loan, typically to secure a lower interest rate, change the loan term, or tap into home equity.

In more detail

Homeowners often refinance when market interest rates drop, allowing them to lower their monthly payments and reduce the overall cost of the loan. Refinancing can also be used to switch from an adjustable-rate mortgage to a stable fixed-rate mortgage, or to shorten a thirty-year term to a fifteen-year term to pay off the home faster.

When refinancing, the borrower must apply for a new loan, which requires passing credit checks, verifying income, and paying closing costs, which can total thousands of dollars. Homeowners must calculate the break-even point, which is the time it takes for the monthly savings to exceed the upfront costs of the transaction.

Key facts

CategoryMortgages & Financing
Main purposeLowering interest rates or changing terms
Upfront costsTypically two to five percent of the loan amount
RequirementsHome appraisal, credit check, and income verification
Example

When market interest rates fell, the homeowners chose to refinance their mortgage, which reduced their monthly payments by a typical savings of two hundred dollars.

Frequently asked questions

Is it worth it to refinance for a lower interest rate?

It is generally worth it if you plan to stay in the home long enough to reach the break-even point where your cumulative savings outweigh the closing costs.

What is a cash-out refinance?

A cash-out refinance replaces your current mortgage with a larger loan, allowing you to take the difference in cash to fund home improvements, pay off debt, or cover other expenses.

Related terms