Mortgage Recast, Keep Your Rate

Mortgage Recast, Lower Your Payment, Keep Your Rate

A recast re-amortizes your existing loan after you make a large lump-sum payment, so your monthly payment drops while your interest rate and loan stay exactly the same. No refinance, no new closing costs, no giving up your rate.

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Lump Sum
Re-amortized
Same Rate
Kept
Lower
Monthly Payment
~$0-500
Typical Fee

Figures are typical 2026 guidelines and vary by borrower, property, and lender overlays; all loans subject to credit approval.

Recast vs. refinance: the key difference

A refinance replaces your loan with a new one, at today’s rate and with full closing costs. A recast keeps your existing loan and rate and simply recalculates the monthly payment around a new, lower balance after you apply a lump sum. In a higher-rate market, keeping your low rate is often worth far more than any refinance.

Who a recast is perfect for

  • Move-up buyers who bought first and then sold, and want to apply the old home’s equity to the new loan and reset the payment
  • Downsizers and right-sizers who put a large amount down and want a comfortable, predictable payment
  • Anyone with a windfall (bonus, inheritance, investment) who wants a lower payment without losing a great rate

How it works

  • Make a qualifying lump-sum principal payment to your servicer
  • The lender re-amortizes the remaining balance over your remaining term
  • Your rate and payoff date stay the same; your monthly payment goes down
  • Typical recast fee is small, often $0 to $500, versus thousands to refinance

Not every loan is eligible, most conventional loans allow recasting while many government loans do not, so confirm first. Connor will tell you whether your loan qualifies and run the numbers against a refinance so you keep the most money.

Frequently Asked Questions

What is a mortgage recast?

It re-amortizes your existing loan after a lump-sum principal payment, lowering your monthly payment while keeping your same interest rate, term, and loan, with no refinance.

How is a recast different from a refinance?

A refinance replaces your loan at today's rate with full closing costs. A recast keeps your current loan and rate and just lowers the payment for a small fee, ideal when your existing rate is better than the market.

Who should consider a recast?

Move-up buyers applying prior-home equity to a new loan, downsizers who put a large amount down, and anyone with a windfall who wants a lower payment without giving up a low rate.

Is every loan eligible to recast?

No. Most conventional loans allow it; many government loans do not. Connor confirms eligibility and compares a recast to a refinance so you keep the most money.

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