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Rate vs. Lender Credit

A higher mortgage rate can buy a credit toward your closing costs, but you pay for it every month. Enter your own loan and the options your lender quoted to see exactly when that trade comes out ahead, and when the lower rate wins, by the month you refinance.

The Trade-off

A lender credit is real money at closing. You pay it back in the rate.

When you lock a mortgage, the lender hands you a menu. You can pay points to push the rate below par, or accept a rate above par and take a lender credit that covers some or all of your closing costs. The credit is cash in your pocket on closing day. The cost is a higher monthly payment that follows you for as long as you keep the loan.

Which side wins comes down to time. If you expect to refinance or sell before long, the up-front credit usually beats the small monthly difference. Hold the loan long enough and the higher payment quietly erases the credit, then keeps costing you. The month those two forces cancel out is the break-even, and it is the one number that decides the call.

The calculator above plots the net dollars for each higher-rate-plus-credit option against your par loan, across every month you might refinance. Enter your loan amount, the par rate, and the rate-and-credit options your lender quoted, then drag the slider to your expected refinance date and read the verdict.

How to Read It

Three moving parts.

The Slider
Your refinance month

Scrub to the month you realistically expect to refinance or sell. Every card and the verdict update to that horizon. Earlier favors the credit; later favors the par rate.

The Toggle
Cash vs. true cost

"Cash" counts only the extra payments minus the credit. "True cost" also counts the larger balance a higher rate leaves behind at refinance, so break-even arrives sooner.

The Ticks
Break-even markers

Each colored tick on the $0 line marks where that option stops beating the par loan. Past its tick, the lower rate is cheaper for the rest of the term.

Questions

Lender credits, in plain terms.

What is a lender credit?
Money the lender applies toward your closing costs in exchange for you accepting a higher interest rate. You pay less cash up front, but the higher rate means a higher monthly payment for as long as you keep the loan.
Is a lender credit worth it?
It depends almost entirely on how long you keep the loan. A credit puts cash in your pocket at closing, but the higher payment slowly eats that advantage. If you expect to refinance or sell before the break-even month the calculator shows, the credit usually wins; hold past break-even and the lower par rate comes out ahead.
What is the par rate?
The baseline rate with no points paid and no lender credit, the rate where the Loan Estimate shows $0 for both. It is the reference point every option is measured against. Ask your lender for the par rate if it is not obvious.
What is the difference between the cash and true-cost views?
The cash view counts only the extra payments you make minus the lender credit. The true-cost view also accounts for the higher loan balance a higher rate leaves behind, which you carry into a refinance, so it reaches break-even sooner.
Is a lender credit the same as a rate buydown?
They are opposites. A buydown pays points up front to lower the rate and the payment; a lender credit takes a higher rate to get cash toward your closing costs. This tool compares lender credits against the par loan, but the same break-even logic applies to points in reverse.
Does this calculator include taxes and insurance?
No. It compares principal and interest only. Property taxes, homeowners insurance, and mortgage insurance are the same across every rate option, so leaving them out does not change which option wins, only the total payment.
Illustration Only

This calculator produces estimates from the numbers you enter, using standard amortization (principal and interest only; taxes, insurance, and mortgage insurance are excluded). It is not a rate quote, an offer, or a commitment to lend, is not financial or lending advice, and is not affiliated with or a quote from any lender. Your actual rates, credits, and payments will differ. Verify all figures with a licensed mortgage professional.