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Rate & Term Refinance Success Story

We recently helped a homeowner reduce their monthly expenses through a strategic rate and term refinance combined with a comprehensive insurance review.

By securing a mortgage rate that was more than 0.625% lower than their existing loan, we significantly reduced their monthly mortgage payment. In addition, we connected the borrower with a trusted insurance professional who reviewed their homeowner's insurance coverage and identified opportunities for additional savings.

Together, the lower mortgage payment and optimized insurance policy resulted in monthly savings of more than $1,000.

This transaction highlights the value of taking a holistic approach to homeownership costs. Sometimes the greatest savings come from reviewing multiple aspects of a homeowner's financial picture, not just the mortgage itself.

Property Details

Price: $1,350,000

City: Chatsworth

State: CA

Zip Code: 91311