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Calculator · Florida

Refinance calculator

Break-even alone is a misleading number. Dropping your payment by stretching back to thirty years looks like a win and frequently costs more in total, so this shows the new rate on your current payoff schedule alongside it.

How do you calculate refinance break-even?

Divide your total closing costs by the monthly saving. If costs are $6,500 and the payment drops $289, break-even is roughly 23 months. Past that point the refinance is ahead — provided you still own the home, and provided the term has not been reset.

Your current loan

$
%

The new loan

%
$
$

Change in monthly payment

$0

$0 today → $0 after refinancing

  • Break-even
  • New loan amount$0
  • Annual savings$0
Interest left on current loan$0If you keep it to term
Interest on the new loan$0Over the new term
Lifetime difference$0Net of closing costs
Same-term payment$0New rate, current payoff date
Same-term difference$0The apples-to-apples number
Out of pocket$0Cash due at closing
You're restarting the clock by 0. A lower payment on a longer term isn't automatically a win — that's exactly what the "same-term" figures above are for. They show the new rate paid off on your current schedule, which is the only honest comparison.
This refinance doesn't lower your payment. That can still be the right move — to drop mortgage insurance, get out of an adjustable rate, shorten the term, or take cash out — but it isn't a savings play. Ask us which it is before you pay for an appraisal.
Breaking even inside three years is generally the threshold worth acting on, assuming you plan to keep the home past that point.
You're taking cash out, which raises the balance and the payment. If your current first mortgage carries a rate you'd never get again, compare this against a 5 Day HELOC that leaves the first mortgage untouched.

Cumulative net savings after closing costs

Compare a HELOC instead

Break-even divides your closing costs by the monthly saving. It ignores the fact that restarting a 30-year term re-front-loads interest — which is why the same-term comparison is shown alongside it. Actual costs depend on the lender, title company, state and county recording fees, and the appraisal.

Questions about this calculator

When is refinancing worth it?

When you will keep the home past the break-even month. Under three years is generally worth acting on. But a lower payment produced by restarting a 30-year term is not the same as a saving, which is why the same-term comparison sits next to it.

Does refinancing reset my loan term?

It does unless you choose a shorter one. Restarting a 30-year clock re-front-loads interest, so a lower monthly payment can still cost more overall. This calculator shows that difference explicitly.

Should I roll closing costs into the loan?

It preserves your cash but increases the balance and the interest you pay on it. The calculator models both, so you can see what the convenience actually costs over the life of the loan.

Numbers are a starting point. A pre-approval is an answer.

Send us the scenario you just built and we'll tell you what's actually available for it.