How fees affect break-even

Break-even is basically “how long until savings pay back fees.” This page explains the mechanics so you can sanity-check any refinance quote.

A simple way to think about it

If your payment drops by $40/month and fees are $800, break-even is about 20 months (\(800 / 40\)). If payment doesn’t drop, “monthly savings” may be zero and break-even may not exist.

Two common fee cases
  • Paid upfront: you pay the fees now.
  • Rolled in: fees increase the new principal, and you may pay interest on them.