RENEWAL CHECKLIST
Mortgage Renewal Checklist
Use this checklist to make sure you're fully prepared before signing your mortgage renewal. Most homeowners miss at least 3 of these steps.
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- I know my current mortgage rate and term end date
- I've received my lender's renewal offer
- I've compared rates from other lenders
- I've reviewed whether my current term type (fixed/variable) still fits
- I've checked if I have prepayment privileges I haven't used
- I've considered whether I want to change my amortization
- I've evaluated if I need to access equity (refinance instead)
- I've reviewed my financial goals for the next 3–5 years
- I've spoken with a mortgage broker about my options
- I've confirmed there are no fees to switch lenders at renewal
- Not sure about some of these?
That's exactly why I'm here. I'll review your renewal, compare your options, and make sure you're not leaving money on the table.