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Early payout math

Renewal penalty & early payout calculator

Step through the exact cost to break your mortgage before renewal — penalty, discharge, legal, appraisal — netted against any cashback and against the interest you'd save on a better rate.

Written & reviewed by
Last reviewed Q2 2026

Start here · Canada

Get a Canada-ready pre-approval file, not a generic quote.

We shape the file to how Canada underwriters actually read it — closing math, lender appetite, and the small regional details that decide the approval.

Inputs

1Your current mortgage
2Lender & IRD inputs
3Fees & offsets
4New rate to compare against

Result

Total cost to break
$2,945
Penalty + fees $4,445 less cashback $1,500
  • Prepayment penalty$2,595
  • — 3-month interest$2,595
  • — IRD$1,819
  • Discharge + legal + appraisal + other$1,850
  • Less cashback$1,500
  • Interest saved on new rate (rest of term)$0
  • Net benefit of breaking now$2,945
  • The math doesn't pencil out — the $2,945 to break exceeds the $0 you'd save on the lower rate. Wait for renewal, or ask the lender for a blend-and-extend that avoids the hard penalty.

    • Big-Six IRD uses the posted rate at funding, not the discounted rate you actually paid. The differential is usually larger.

    Leverage moves

    • Always get the payout quote in writing — it's valid ~30 days and is the only number the lawyer uses at closing.
    • Ask for a blend-and-extend before breaking. It rolls today's rate into your existing term without triggering IRD.
    • If you're inside the last 120 days of your term, an early renewal beats breaking — no penalty, and you can still shop.
    • Cashback offers usually come with clawback if you break the new mortgage — read the switch commitment carefully.

    Ready when you are

    Turn this number into a pre-approval file.

    The math is the easy part. The approval hinges on how the file is packaged — income, down payment source, credit, and property notes underwriters actually read.