A rate-and-term refinance replaces your existing mortgage with a new one that has a better rate, a different term, or both — but you don't take any cash out. You may roll closing costs into the loan, but the net cash to you is zero.

Common reasons to do a rate-and-term refi: rates dropped significantly, you want to switch from an ARM to a fixed-rate, or you want to drop a 30-year into a 15-year for faster payoff. Pricing is usually better than a cash-out refinance because the lender takes less risk.

Calculate your break-even point before refinancing: divide the total closing costs by the monthly payment savings. If you'll keep the home longer than the break-even, the refi is worth it.

Related terms

Refinance

Cash-Out Refinance

Replacing your mortgage with a larger one and taking the difference in cash.

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Costs & Pricing

Interest Rate

The percentage charged for borrowing the principal. Does not include fees.

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Costs & Pricing

Closing Costs

The fees and charges paid at closing on top of the down payment, typically 2–5% of the purchase price.

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