Mortgage Renewal Guide

Mortgage Renewal Guide 2024

How to negotiate better terms and potentially save thousands when your mortgage comes up for renewal.

Mortgage renewal is your opportunity to reassess your mortgage terms and potentially save thousands of dollars. Most Canadian mortgages have terms of 1-5 years, after which you need to renew. Don't just accept your lender's first offer - you have negotiating power!

Key Facts About Mortgage Renewal

Average Savings

Shoppers can save $3,000-$15,000 over 5 years by comparing rates

Best Time to Shop

Start shopping 4-6 months before your renewal date

Renewal Rate

85% of Canadians stay with their current lender without shopping

Mortgage Renewal Timeline

6 Months Before

Review your current mortgage terms and start research

Check your renewal date, current rate, and remaining balance.

4 Months Before

Shop around and compare rates from multiple lenders

Get quotes from at least 3-4 different lenders and mortgage brokers.

3 Months Before

Receive renewal offer from current lender

Your lender will send a renewal offer. Don't accept it immediately.

2 Months Before

Negotiate with your current lender

Use competing offers to negotiate better terms with your current lender.

1 Month Before

Make your final decision and complete paperwork

Choose the best option and ensure all documents are signed in time.

Negotiation Strategies

Get Multiple Quotes

Obtain rate quotes from at least 3-4 lenders to use as leverage

Review All Terms

Don't just focus on rate - consider prepayment privileges, portability, and fees

Time Your Negotiation

Start negotiations 3-4 months before renewal for best results

Be Prepared to Switch

Show you're serious by being willing to move to another lender

What You Can Negotiate

Beyond Just the Interest Rate

Interest Rate & Terms

  • • Interest rate discount
  • • Fixed vs variable rate options
  • • Term length (1-10 years)
  • • Convertibility options

Features & Privileges

  • • Prepayment privileges (10%-25%)
  • • Payment frequency options
  • • Portability features
  • • Skip-a-payment options

Common Renewal Mistakes to Avoid

Don't Make These Mistakes

Automatically accepting your lender's first renewal offer

Only shopping for rates at the last minute

Focusing solely on interest rate and ignoring other terms

Not considering the total cost including legal fees for switching

Forgetting to review your payment frequency and amortization

When to Switch Lenders

Consider Switching If:

  • • Rate difference is 0.25% or more
  • • Better prepayment privileges offered
  • • More flexible terms available
  • • Poor customer service from current lender
  • • Need additional features (HELOC, etc.)

Factor in Switching Costs:

  • • Legal fees: $300-$800
  • • Appraisal fees: $300-$500
  • • Title insurance: $200-$400
  • • Administration fees: $100-$300
  • • Time and paperwork involved

Sample Negotiation Script

What to Say to Your Lender

"Hi, I'm calling about my upcoming mortgage renewal. I've been a loyal customer for [X] years and am hoping we can work together on competitive terms. I've received quotes from other lenders offering [specific rate] with [specific features]. I'd prefer to stay with you - can you match or improve on these terms? I'm particularly interested in [specific feature like prepayment privileges]. What options do you have available?"
Tip: Always be polite but firm. Have specific competing offers ready to reference.

Ready to Shop for Your Renewal?

Compare rates from multiple lenders and get the leverage you need to negotiate the best deal.

Compare Renewal Rates