Learning Centre
Lenders7 min read

Should I Switch Lenders at Renewal?

Switching sounds like paperwork hell, but the process is largely automated at renewal and the savings often reach five figures. Here's how to decide.

At renewal, switching is much simpler than a mid-term break — there is no prepayment penalty because your term is ending anyway. Most switches take 30–45 days and the new lender typically covers appraisal and legal fees under a 'switch program'.

The real cost of switching

Direct costs are usually $300–$1,500: a discharge fee from your old lender ($200–$400), and sometimes appraisal and legal fees ($500–$1,000) if the new lender's switch program doesn't cover them.

Compare that against your total savings from a lower rate. On a $500,000 mortgage, a 0.50% rate improvement saves roughly $135/month or $8,100 over a five-year term. Even after $1,500 in switching costs you're still ahead by $6,600.

When switching doesn't make sense

If your current lender matches the market rate, stay put. If you have a HELOC or collateral charge mortgage, switching may require re-registering the charge, which adds legal cost. If your credit or income has weakened since origination, you may not qualify at a new lender at all — which is exactly why the bank feels comfortable offering you a mediocre rate.

Ready to run your numbers?

Use the free calculator to compare your bank's renewal offer against today's market rate in seconds.