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is it time for a mortgage checkup?




MORTGAGE CHECKUP
MORTGAGE CHECKUP


You get your oil changed in your car regularly. You have health and eye checkups each year. Why wouldn’t you do the same for your mortgage? An annual mortgage checkup can help you make sure that your home loan still fits your goals and gives you an opportunity to optimize your monthly payments.


What is a mortgage checkup?


A mortgage checkup is when a loan officer assesses your mortgage terms and compares it to today’s market rates. During a mortgage checkup, the loan officer can check for opportunities for you to save money, improve your loan terms and remove mortgage insurance. Your loan officer can also check your credit score and review your refinance options if you so choose.



Benefits of a mortgage checkup?


Asking a mortgage expert to run a yearly mortgage checkup for you can give you insights into how your home loan compares to your current financial needs and goals. Benefits of a mortgage checkup may include:


  • Reducing your monthly payment

  • Paying off your mortgage sooner

  • Accessing your home equity

  • Locking in a lower interest rate

  • Ensuring your financial goals are on track


When should I revisit my mortgage terms?


Typically, borrowers can revisit their mortgage terms at least six months after they have closed on their mortgage. Common times to get a mortgage checkup are if your financial situation and goals have changed or if today’s mortgage rates are lower than the rate on your current mortgage. If you haven’t gotten a mortgage checkup yet this year, now could be a good time to get one done so you can set new goals for 2025.


Even if you aren’t homeowner yet, now is still a good time to talk with a mortgage expert about your homebuying goals. By this time next year, they could be running your mortgage checkup!


Call me today for a free mortgage checkup!

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