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Refinance & equity

What rules apply to a cash-out refinance?

Cash-out eligibility depends on equity, ownership and mortgage seasoning, credit, income, property type, and the selected program’s requirements.

Official source: Fannie Mae — Cash-Out Refinance Transactions ↗

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Ownership and mortgage age are separate

Fannie Mae generally requires at least one borrower to have held title for six months and an existing first mortgage being paid off to be at least 12 months old. Exceptions apply; ask the lender to check the complete rule. Fannie Mae — Cash-Out Refinance Transactions ↗

Equity is not the same as cash available

The permitted loan amount must leave room for required equity, existing payoffs, and transaction costs. A home-value estimate does not establish an appraised value or the maximum financing ratio for your transaction.

Compare alternatives before replacing your first loan

Look at the cost of replacing the entire mortgage as well as the extra cash. Compare a HELOC or other appropriate alternatives on payment, rate changes, fees, and repayment term. Ask how much money would actually reach you at closing.

PUT IT INTO PERSPECTIVE

An example, not an offer

Illustration only: a hypothetical $500,000 new loan minus a $430,000 payoff and $10,000 in financed costs leaves $60,000. This arithmetic does not imply that a $500,000 loan is available or appropriate.

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Related questions

Check the original guidance

Requirements and availability can change. Confirm the program and lender terms for your application.

Educational information, not individualized advice, a quote, commitment, or approval. Examples are hypothetical. Naming a mortgage professional as a contact does not imply personal review of this article.

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