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Rate-and-Term · Common Mistakes

Rate-and-Term Refinance Mistakes

Even the cleanest refinance has traps. Here’s what to watch.

MBReviewed by Mike Basti, Mortgage Broker & Founder · NMLS #377740
Quick Answer

Top mistakes: resetting to 30 years on a nearly paid-off loan, ignoring PMI removal in the savings math, overpaying for points, and refinancing for a rate drop too small to recoup.

Term and math mistakes

Refinancing a loan you’ve paid for years back to a fresh 30-year term can add interest even at a lower rate. Choose a shorter or custom term. And always run the break-even — include dropped PMI, which people often forget.

Timing mistakes

Chasing a rate drop too small to recoup the fees, or refinancing right before a move, wastes money. We confirm you’ll stay past break-even first.

Frequently asked questions

How do I avoid adding interest?

Choose a shorter or custom term instead of restarting at 30 years, so you don’t stretch the payoff.

Am I forgetting anything in my savings?

Often PMI — if you can drop it, include that in the monthly savings; it can transform the break-even.

When is it not worth it?

When the rate drop is tiny, you’ll move soon, or points don’t recoup. We’ll tell you honestly.

Save Financial is a California-licensed mortgage brokerage (NMLS #377740, DRE #01875766). Figures are illustrative for 2026 and not an offer of credit.

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