US Refinance Break-even Calculator

Compare your current mortgage with a refinance offer and estimate when costs are recovered.

Refinance Inputs

Refinance Comparison

Current Payment
$2,312.98
New Payment
$2,110.94
Monthly Savings
$202.04
Break-even
2 years 4 months

Current remaining interest: $373,894.59

New loan interest: $313,282.60

Lifetime savings after costs: $55,111.99

Methodology, assumptions, and source references
Auto-updated on Feb 24, 2026Data snapshot: Sep 13, 2025

Inputs used

  • Current balance, current APR, remaining term, new APR, new term, and closing costs

Formula basis

  • Current/new payment: amortization formula on same current balance
  • Monthly savings = current payment - new payment
  • Break-even months = closing costs ÷ monthly savings (if savings are positive)
  • Lifetime savings = current remaining interest - new interest - closing costs

Assumptions and limits

  • Escrow/tax/insurance changes are not included in payment difference
  • Rate lock, lender credits, and tax effects are not modeled
  • Use lender loan estimate for final refinance decision