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What Is A Cash Out Refinance

A cash-out refinance is a mortgage-refinancing option in which the new mortgage is for a larger amount than the existing loan amount in order to convert home equity into cash.

 

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Why do a Cash Out Refinance?

Clients will typically do a Cash – Out refinance for 4 main reasons:

Consolidate Debt

Most unsecured debt (i.e. credit cards and personal loans) come with high interest (15% +) ultimately requiring high monthly payments. By consolidating at a much lower interest rate it will allow for an additional monthly cash flow to live life more comfortably. Puts control back in your hands!

Home Renovations

Home renovations can be expensive, by utilizing the equity in your home it will allow for updates to be made that can will not break the bank.

Emergency Fund

Emergencies happen and Emergencies are never cheap!!! It is always smart to have money set aside incase something arises that could not be foreseen.

Large Purchases

Many clients utilize the equity in their homes for large purchases, for example, financing a vehicle is typically done over 5 years and because the term is so short it comes with a high monthly payment. Utilizing the equity in the home will allow for a more cost effective payment

Rate & Term Examples

Below are example client scenarios in which define the options available

Consolidate Debt

Client has 4 Credit cards, a personal loan, a car loan, and a medical debt:

Minimum Payments:
Credit Card 1: $125.00/month with a $5,000 balance
Credit Card 2: 100.00/month with a $4,000 balance
Credit Card 3: $150.00/month with a $4,500 balance
Credit Card 4: $35.00/month with a $1,300 balance
Personal Loan: $200.00/month with a $10,000 balance
Car Loan: $325.00/month with a $15,000 balance
Medical debt: $150.00/month with a $3,000 balance
Total monthly minimum payments = $1,085
Total debt balance = $42,800

By rolling this debt into your mortgage not only are you potentially eligible for a tax write off but you will save thousands of dollars every year.

$42,800 over a 30-year mortgage at 4% interest will only cost you approximately $205/month that is a $880/month SAVINGS!! You can then decide what you would like to do with your money vs. the debt controlling your finances!!

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Large Purchase/Emergency Fund/Home Renovations

Client is looking to borrow $40,000 to buy a car. If they were to take out a standard car loan at 4% over 5 years, their monthly obligation would be $736.66. On the other hand, if the client were to borrow that same $40,000 but spread it over their 15 year mortgage his monthly obligation would only be $295.88, that is a difference of $440.78/month!!