What has changed?
Note a move, renovation, job change, business opportunity or change in family finances. These can affect the structure that fits you best.
What does the current loan allow?
Find your remaining term, balance, payment and prepayment privileges. Request a payout quote if you are considering a change before maturity.
What would improve the plan?
Consider cash flow, total cost, flexibility and the expected balance at your next renewal. A review may also confirm that keeping your current mortgage is reasonable.
Prepare for the conversation
- Current statement and renewal date
- Details of any other debts
- Your intended changes and timeline
Reviews are requested directly. This page does not automatically monitor rates or property values.