Refinance Your Home

Rate & Term Refinance

Use equity to lower the rate, shorten the length of your mortgage

As a homeowner, you know the value of making your home as affordable as possible. Once you own the home, you have the option to refinance it, making it possible to replace your current mortgage loan with a new one. By refinancing with a rate and term refinance, you can lower the interest rate or pay off the loan  more quickly—or both. What’s more, you can reduce the total amount of interest you pay.

Regardless of whether the original mortgage was conventional, FHA or VA, you may qualify for a rate and term refinance. The qualification process for refinancing is similar to buying: You must meet the standards set for borrowers by two enterprises sponsored by the federal government, Fannie Mae (the Federal National Mortgage Association) and Freddie Mac (the Federal Home Loan Mortgage Corporation). Meeting those standards opens up the possibility of flexible options for refinancing.

Let’s Get Your Loan Started

What Is a Rate and Term Refinance Loan?

There are two types of conventional refinance loans: a rate and term refinance and a cash-out refinance. (Note similarities and contrasts just below.)

Feature Rate & Term Refinance Cash-Out Refinance
Ultimate Aim Reduce the total interest paid on a mortgage loan Transform home equity into readily-available cash
New (Resultant) Loan Balance Same as most recent balance of current mortgage Larger than balance of previous mortgage
New Interest Rate Usually lower than the rate it replaces Usually higher than original rate
Requisite Equity 20% or more
(Recommended)
At least 20%
(Obligatory to avoid PMI)
Appraisal?
Closing Costs?
Yes to both Yes to both

Rate and term refinances allow you to . . .

  • Lower your mortgage payment and/or reduce the amount of interest you pay by lowering your interest rate
  • Shorten the term (or repayment period) for your mortgage, thus reducing the total interest you pay (even if the interest rate is unchanged)
  • Build equity in your home and pay it off sooner
  • Change the type of loan from, for example, an adjustable-rate mortgage (ARM) to a fixed-rate mortgage (FRM) or from an FHA to a conventional mortgage loan
  • Eliminate the cost of private mortgage insurance (PMI) if the equity in your home is 20% or more when you refinance

Rate and term refinancing becomes advantageous when . . .

  • Interest rates are noticeably better than the rate of your current mortgage
  • You have an ARM that soon will adjust to a new—and potentially higher—interest rate
  • Your credit score has improved OR your income has increased
  • You plan to stay in your home long enough to make up for the closing costs and fees that you would pay for refinancing

How to Qualify for a Rate & Term Refinance

To learn whether a rate and term refinance is the appropriate option for refinancing your home, connect with us at Compass Mortgage! To get you started, we’ve outlined the steps and documentation you’ll need to better acquaint you with what’s involved. 

Kick-Starting Your Rate & Term Refinance

Contact us! We’ll help you assess whether you’ll benefit from refinancing your current mortgage.

We will consider . . . 

  • Your current interest rate
  • Your credit score
  • Your home’s current market value (via a professional appraisal)
  • Your equity in the home

We will also . . .

  • Explain your options to ascertain what provides you with the most benefit
  • Discuss potential terms and conditions for which you qualify
  • Provide guidance as you evaluate your options—all the way through closing 

Rate and Term Refinance Requirements

Here are the most common requirements to qualify for a rate and term refinance. If you have questions about these guidelines, we’re here to help!

  • Credit score: 620 or higher. (A higher credit score often results in a better interest rate.)
  • Debt-to-income ratio (DTI): At or below 50%. (DTI shows the percentage of your income which pays for debt.)
  • Loan-to-value ratio (LTV): 80% or less. (This means that you have 20% equity in your home. If so and if you currently have PMI, a refinance may enable its termination.)
  • Employment verification and history: Most recent 2 years expected. (Written documentation needed.)

Rate & Term Refinance FAQs

More than merely a place to live, your home is a major investment. It’s perfectly OK to have questions about refinancing it! We’ve compiled answers to frequently asked ones, but don’t hesitate to ask more.

In most cases, if your name is on the title and you’ve paid on your current mortgage for at least six months, you’ll be able to refinance with a rate and term refi.

This depends on the type of refinance and the benefits you’re looking for. It’s best to have at least 20% equity in your home for a rate and term refi because achieving that level of equity makes it possible for you to eliminate PMI.

If your equity is less than 20% but your credit is good, you may still benefit from refinancing. However, you probably will continue to pay for PMI, and your interest rate may not be as low.

A rate and term refinance goes through many of the same steps required to close a typical purchase loan. As was the case when you bought your home, you will need a new appraisal for a rate and term refinance in order to establish the current value of the home.

Once the actual value is known, we can finalize the details of your loan to determine any reduction in your monthly payments and other important details.

A rate and term refinance can replace various types of purchase loans, including FHA or VA mortgage loans. A rate and term refi also provides several options. However, it also requires more documentation, more time and a higher credit score for approval.

The FHA Streamline is available only to homeowners who currently have an FHA mortgage loan. The same is true for the VA’s IRRRL; it’s only available to a VA mortgagee. The application process for these mortgages is abbreviated and less complicated than a typical rate and term refi, but there are fewer options.

As is the case with a conventional mortgage loan for the purchase of a home, there are up-front costs, those which are included in an ongoing monthly payment as well as closing costs. We will detail all of these expenditures as the loan is processed, and we’ll fully disclose the final sum prior to closing.

Generally, closing costs range from 2-4% of the total loan amount.

RATE AND TERM REFINANCE BENEFITS
  • Most common refinance loan
  • Flexible terms and conditions
  • Possibility of a lower interest rate, especially with strong credit
  • Potential of a shorter repayment period (loan term)
  • Eliminate PMI with 20% equity

Is it the right time for you to pursue a rate and term refinance?
Contact a Compass Mortgage loan officer today to find out!

Let's Get Your Loan Started

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