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Refinance

Refinance with clarity, not pressure.

Whether you're chasing a lower rate or pulling equity out of your Texas home, here's how to know if a refinance actually makes sense, and what your new payment could look like.

Option 1

Rate & Term Refinance

Replace your existing mortgage with a new one that has a better interest rate, a different term length, or both. You don't take any cash out, the goal is purely to improve your loan.

  • Lower your monthly payment when rates drop below where you locked.
  • Shorten your term from 30 to 20 or 15 years to pay off faster and save on interest.
  • Drop mortgage insurance (PMI/MIP) once you have enough equity, common when refinancing out of an FHA loan.
  • Switch loan types from an ARM to a fixed-rate loan for stable payments.
Rule of thumb: a Rate & Term refi usually makes sense when the new rate is at least 0.5–1% lower than your current rate and you plan to stay in the home long enough to recoup closing costs.
Option 2

Cash-Out Refinance

Replace your existing mortgage with a larger loan and take the difference in cash at closing. Use the proceeds for home renovations, debt consolidation, investments, or major life expenses.

  • Tap your home equity at mortgage rates, typically far lower than credit cards or personal loans.
  • Consolidate high-interest debt into one predictable monthly payment.
  • Fund renovations that increase your home's value.
  • Interest may be tax-deductible when proceeds are used to buy, build, or substantially improve the home (consult your CPA).
Texas-specific rules (Section 50(a)(6)): Texas has some of the strictest home-equity laws in the country. Combined loan-to-value is capped at 80%, you can only do one cash-out refi every 12 months, total fees are limited to 2% of the loan amount, and there's a mandatory 12-day cooling-off period before closing. Once a loan is classified as a Texas (a)(6) cash-out, it's treated that way for life.
Side by side

The quick comparison

Rate & TermCash-Out
Primary goalLower rate or change loan termPull cash from home equity
Cash at closingNone (you may roll in closing costs)Yes up to 80% LTV in Texas
Typical rateLowest availableSlightly higher than Rate & Term
Max LTV (Texas primary)Up to 97% (program dependent)80% (Texas constitutional cap)
Closing costsStandard refi costsCapped at 2% of loan amount (TX)
Best forLowering payment, dropping PMIRenovations, debt payoff, large expenses
Refinance calculator

Run the numbers in seconds.

Enter your current loan, the new rate you're being quoted, and (optional) how much cash you want to take out. We'll show your new payment, monthly savings, and break-even point.

Current loan
Current loan balance$320,000
Current interest rate7.25%
Years remaining27 yrs
Estimated home value$450,000
New loan
New interest rate6.25%
New loan term
Cash-out amount (optional)$0
Estimated closing costs$6,500
Rate & Term refinance
$2,010 /mo
vs. your current payment of $2,253/mo
Monthly savings
$243
Break-even
27 mo
New loan amount
$326,500
New loan-to-value
72.6%
Max cash-out in TX (80% LTV)
$33,500

Estimates are for planning only and exclude taxes, insurance, HOA, and PMI. For an actual quote, request a custom loan estimate.

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