Home/Refinance & HELOC

Put your equity to work — with the math shown.

Refinance to a lower rate, consolidate higher-interest debt, or open a home-equity line. Two different tools for the equity in your home — here's what each actually costs.

Refinance
4.44%
from · 5yr fixed, uninsured refi

Break your term or renew into a new one

A refinance replaces your mortgage — usually to drop your rate, pull out equity, or fold in other debt. Best when the interest saved clears the break penalty and legal costs.

  • Borrow up to 80% of your home's value
  • One fixed payment, lower blended rate
  • Watch for the prepayment penalty to break early
HELOC
5.95%
prime-based · interest-only option

A revolving line against your equity

A home-equity line lets you borrow, repay and re-borrow up to a limit — you pay interest only on what you draw. Flexible, but the rate floats with prime.

  • Draw up to 65% of value (80% combined)
  • Pay interest only on what you use
  • Floating rate — payments move with prime
The honest test

A refinance is worth it only when the numbers say so.

Breaking a mortgage triggers a penalty — often three months' interest, or an interest-rate differential that can run into thousands. The rule: refinance when the interest you save beats the cost to break, over the time you'll keep the mortgage.

ScenarioYou saveCost to breakVerdict
Drop 0.90% on $500k, 3 yrs left$13,100$4,200Worth it
Drop 0.30% on $400k, 1 yr left$1,180$3,600Not yet
Consolidate $60k debt at 19%$9,400/yr$3,900Worth it

Illustrative examples only, not advice for your situation. Break penalties vary by lender and mortgage type and can be substantial. A licensed broker can pull your exact penalty and run the break-even before you commit.

Before you break anything

Get your real penalty, then decide.

A broker pulls the exact prepayment figure from your lender and runs the break-even against today's rates — so a refinance only happens if it genuinely puts you ahead.

What a licensed mortgage professional does
  • Exact penalty pulled, not estimated
  • Blend-and-extend options included
  • Straight answer when it's not worth it
Refinance & HELOC questions

Pulling equity, answered

Refinance or HELOC — which do I want?
A refinance gives you a lump sum at a lower fixed or variable rate with a set payment — good for consolidating debt or a big one-time need. A HELOC is a flexible revolving line at a floating rate — good for ongoing or uncertain needs. Many people use both together.
How much can I actually take out?
On a refinance you can borrow up to 80% of your home’s appraised value, minus what you still owe. A HELOC portion is capped at 65% of value, with total secured borrowing not exceeding 80%.
What’s the penalty to break my mortgage?
Usually the greater of three months’ interest or an interest-rate differential (IRD). On fixed mortgages the IRD can be large. Getting your exact figure from the lender is step one — a broker does this for you before any decision.
Will refinancing reset my amortization?
It can. Extending your amortization lowers the payment but increases total interest. A broker will show you the payment and the lifetime-interest trade-off side by side so it’s a deliberate choice, not a surprise.