← Back to Mortgage & Lending
Embed previewMortgage & Lending
Refi Savings Audit
Help homeowners see whether a refinance conversation is worth having now.
Live interactive previewaudit
Potential monthly impact
$269 / month lower
The audit frames whether a refinance conversation is actually worth the borrower’s time before routing them to a loan officer.
- • Estimated new rate: 5.875%
- • Cash-out request: None
- • Break-even: 18 months
- • Recommendation: Worth a live review now
Illustrative refinance audit. Real eligibility, costs, and savings depend on credit, product, occupancy, and lender pricing.
Inputs
- • Current balance
- • Current rate
- • Estimated home value
- • Cash-out goal
Outputs
- • Potential savings range
- • Break-even timing
- • Follow-up recommendation
Embed summary
Simple audit widget that estimates opportunity size, closing-cost sensitivity, and urgency.