โ“Quizze4 min readInteractive

Refinance, Recast, or Extra Payment?

An 11-scenario quiz that tests your ability to match the right mortgage management strategy (refinance, recast, or extra payment) to specific financial situations.

๐ŸกAfter Closing: Long-Term Health
Share

You have a lump sum of cash, or interest rates have dropped. What do you do with your mortgage? Refinancing costs thousands in closing fees but lowers your rate. Recasting costs a few hundred dollars and lowers your monthly payment without changing your rate. Extra payments cost nothing but don't lower your monthly obligation. This quiz tests your ability to choose the right tool for the job.

Important

What is a Mortgage Recast?

A recast is when you make a large lump-sum payment toward your principal, and the lender recalculates your monthly payment based on the new, lower balance, keeping the original interest rate and term.

The Scenarios

Read the 11 scenarios below and select the best strategy for each homeowner.

quizmortgage managementstrategy
Share

Disclaimer: The information provided in this content is for general educational and informational purposes only and does not constitute financial, legal, tax, or real estate advice. Always consult a qualified real estate professional, mortgage lender, or financial advisor before making decisions about buying a home. For full terms see worthune.com/disclaimer.