Renewal and switch

Your renewal letter is an offer. It is not the only one.

Most people sign the renewal letter because it is easy. Lenders count on that. A renewal is the one moment you can change lender with no penalty, and the market is usually better than the letter.

This is for you if
  • Your mortgage renews within the next twelve months.
  • You received a letter with a rate and a signature line.
  • Your income or plans changed since you first signed.
  • You want to know whether switching is worth the paperwork.
Try it first

Compare your renewal offer

Your letter’s rate against a market rate, over the whole term.

Open the calculator
What lenders look at
  1. For a straight switch of the same balance: income, credit and the property, qualified at the stress-test rate if the mortgage is uninsured.
  2. Whether your mortgage is insured. Insured mortgages can switch with fewer hurdles and often better rates.
  3. Payment history on the current mortgage.
  4. Whether you want to change anything: amortization, amount, adding a HELOC.
What we do differently
  1. We start 120 days out, because most lenders let you hold a rate for that long and the letter usually arrives later than that.
  2. We compare your lender’s offer against the market and send you the comparison in writing, including the case for staying.
  3. When switching wins, the new lender usually covers the legal and appraisal costs. We tell you exactly what, if anything, you pay.
  4. We ask what has changed. A renewal is a cheap moment to fix an amortization, add prepayment room or restructure debt.
A worked example

A $410,000 balance renews next spring. The lender’s letter offers 5.09% for five years. The best comparable offer in the market is 4.49%.

Over the term the difference is roughly $11,000 in interest. The switch costs the homeowner nothing because the new lender covers the transfer fees. We show the numbers; the current lender is given a chance to match; the homeowner decides.

Illustrative only. Rates are examples, not offers. Constants verified 2026-09-16.

Documents you will need

Have these ready and the first meeting does the work of three.

Send them through our secure application, never by regular email.

  • Your renewal letter or current mortgage statement
  • Recent pay stubs and employment letter, or self-employed documents
  • Property tax bill and home insurance
  • Government photo ID
Questions we hear every week

When should I start?

About 120 days before the maturity date. Rates can be held for that long, and it leaves time for the lender to match or for a switch to complete without pressure.

Does switching lenders cost money?

For a straight switch, usually not. Most lenders cover the appraisal and transfer fees. If you increase the amount or change the structure, it becomes a refinance and legal fees apply. We tell you which one you are doing.

Can I switch if my income dropped?

Renewing with your current lender does not require re-qualifying. Switching does. If income is the issue, staying may be the right move and we will say so.

What if I am on a fixed rate that is now higher than the market?

Before renewal, breaking costs a penalty. We calculate whether paying it beats waiting. At renewal, there is no penalty, and that is the moment to move.

Start

Talk to us about your situation.

A first conversation costs nothing. Bring the questions; we bring the numbers.

Cristina

Newcomers on work permits or PR, first-time buyers, renewals and refinances.

English · Español

Juan

First-time buyers, self-employed income, and files a bank has already declined.

English · Español

Sheryl

First-time buyers, self-employed professionals, refinancing and home equity.

English

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