U
UtiliviseStudioDeveloper & Content Creator Toolkit
v1.1
#42Financial

Refinance Break-Even Calculator

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Quick Summary

See whether refinancing pays off: compare your current mortgage to a new rate and term, with the monthly savings, the break-even month on closing costs, and the lifetime interest difference.

Interactive Client Prototype Sandbox

Current loan
New (refinanced) loan
Current payment$1,996.03
New payment$1,634.00
Monthly savings$362.03
Break-even: 17 months (~1.4 yrs) to recoup $6,000 closing costs.
Lifetime interest (incl. closing): current $390,666 vs new $314,241save $76,424
Estimate only. A longer new term can lower the monthly payment yet raise lifetime interest. Closing costs are folded into the new-loan lifetime total.

How to use the Refinance Break-Even Calculator

Step-by-Step Guide

Enter your current balance, rate, and years remaining, then the new rate, term, and closing costs. The tool shows both payments, your monthly savings, the break-even month, and the lifetime interest comparison.

Example$280k at 7.5% refinanced to 5.75% / 30y with $6,000 costs ➔ a few hundred a month saved, breaking even in roughly 1.5–2 years.

Who it's for

Homeowners considering a refinance and mortgage brokers.

Core Features

  • Side-by-side current vs new monthly payment and the monthly delta.
  • Break-even month = closing costs ÷ monthly savings, with a years readout.
  • Lifetime interest of each loan (closing costs included) and the difference.
  • Flags when the new payment is higher and there is no monthly break-even.

🛡️ No tracking — your inputs, keys, and details never leave this client sandbox.