Sergio Davis

Loan Programs

Rate & Term Refinance

Replace your current mortgage with a new one at a different rate or term — without taking cash out.

Overview

A rate-and-term refinance pays off your existing mortgage and replaces it with a new loan that has different terms — typically a lower interest rate, a different loan term, or both. You don't take cash out at closing; the goal is to improve the structure of your existing financing.

Common reasons to refinance include lowering your monthly payment, shortening your loan term to pay off your home faster, switching from an ARM to a fixed rate, or removing mortgage insurance once you have enough equity.

Who it's for

  • Homeowners whose rate is meaningfully above current market rates
  • Borrowers wanting to switch from a 30-year to a 15-year term
  • Owners with enough equity to drop FHA or PMI mortgage insurance
  • Anyone holding an ARM who wants the certainty of a fixed rate

What's typically reviewed

  • Current loan payoff and recent statement
  • Credit profile
  • Income documentation
  • Updated appraisal or AVM in some cases
  • Title and homeowners insurance

This is a general description, not a guarantee of approval. Specific requirements vary by lender and program. Final qualification is determined during underwriting.

Browse more programs

Other programs you might be looking for