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Conventional · 30-Year Fixed · Purchase

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Loan TypeConventional
Loan Amount$420,000
Loan PurposePurchase
Down Payment$280,000 | 40%
Property TypeSingle Family
Loan to Value60.0%
OccupancyOwner Occupied
Credit Score760–779

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Understanding Your Quote

What Are Lender Credits?

A lender credit lets you reduce — or completely eliminate — your upfront closing costs in exchange for a slightly higher interest rate. The lender essentially pays your closing costs at the table, and you repay them gradually through a small bump in your monthly payment.

How it works

Closing costs typically run 2%–5% of your loan amount. Instead of paying that out of pocket, you can accept a rate that's roughly 0.125%–0.25% higher and have the lender cover those costs for you. You keep more cash on hand at closing, and your monthly payment goes up modestly.

Example 1 — $250K Loan, Lower-Rate Market

Standard quote: 5.875% rate, monthly P&I of $1,479, with ~$3,000 in lender closing costs paid out of pocket.

With lender credit: 6.125% rate, monthly P&I of $1,519, and a $3,000 lender credit covering closing costs. The extra $40/month adds up to about $2,400 over 5 years — but you keep $3,000 in your pocket at closing.

Example 2 — $400K Loan, Mid-Range Rates

Standard quote: 6.25% rate, monthly P&I of $2,463, with $4,200 in lender closing costs due at closing.

With lender credit: 6.50% rate, monthly P&I of $2,528, and a $4,200 credit covering all lender closing costs. The extra $65/month works out to roughly $3,900 over 5 years — favorable for buyers planning to refinance or move before then.

Example 3 — $500K Loan, Higher-Rate Market

Standard quote: 6.875% rate, monthly P&I of $3,285, with $5,500 in lender closing costs out of pocket.

With lender credit: 7.125% rate, monthly P&I of $3,369, and a $5,500 lender credit. The extra $84/month adds up to about $5,000 over 5 years — making this a strong fit for buyers prioritizing cash preservation in a higher-rate environment.

Who benefits most

  • Buyers with limited cash on hand for closing
  • Short-term homeowners planning to sell or refinance within about 5 years
  • Anyone prioritizing lower upfront expenses over long-term interest savings
  • Buyers who'd rather keep their savings liquid for moving costs, repairs, or reserves
Rule of thumb: If you don't plan to keep the loan long, a lender credit usually wins. You won't be paying the slightly higher rate long enough for the extra interest to exceed what you saved upfront.
Understanding Your Quote

What Are Discount Points?

Discount points are the mirror image of lender credits. You pay an upfront fee at closing to permanently buy down your interest rate — lowering your monthly payment and the total interest you'll pay over the life of the loan.

How it works

One discount point costs 1% of your loan amount and typically lowers your rate by about 0.25%–0.375%. You pay more at closing in exchange for a smaller, fixed monthly payment for as long as you hold the loan.

Example 1 — $250K Loan, Lower-Rate Market

Standard quote: 6.00% rate, monthly P&I of $1,499.

With 1 discount point: Pay $2,500 upfront (1% of the loan) to drop the rate to 5.75%, lowering the monthly payment to $1,459 — a savings of $40/month. Break-even lands around year 5.

Example 2 — $400K Loan, Mid-Range Rates

Standard quote: 6.50% rate, monthly P&I of $2,528.

With 1 discount point: Pay $4,000 upfront to drop the rate to 6.25%, lowering the monthly payment to $2,463 — a savings of $65/month. Break-even is roughly 5 years; stay past that and the savings keep compounding for the life of the loan.

Example 3 — $600K Loan, Higher-Rate Market

Standard quote: 7.00% rate, monthly P&I of $3,992.

With 1 discount point: Pay $6,000 upfront to drop the rate to 6.75%, lowering the monthly payment to $3,892 — a savings of $100/month. Break-even hits at year 5, and over a full 30-year term, the rate buydown saves more than $36,000 in interest.

Who benefits most

  • Long-term homeowners planning to stay 5–10+ years
  • Buyers who can comfortably afford the higher upfront cost
  • Anyone focused on minimizing total interest paid over the life of the loan
  • Buyers locking in during a higher-rate environment who want lasting payment relief
Rule of thumb: Calculate your break-even point — the month your accumulated monthly savings equal what you paid upfront. If you'll own the home well past that date, points typically come out ahead.