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Cash-Out Refinance

Turn Your Home Equity Into Cash

Access your Bergen County home equity for renovations, debt consolidation, or investments. Refinance up to 80% LTV and get cash at closing. Current rates ~6.65%.

NMLS 1577754 • Licensed in NJ, NY, PA, CT, MD, OH, GA

How Cash-Out Refinance Works

Replace your current mortgage with a larger loan and receive the difference in cash

1

Current Situation

You have a home worth $750,000 with a $300,000 mortgage balance. You've built $450,000 in equity (60%).

2

New Loan

You refinance for $600,000 (80% of home value). This pays off your $300,000 mortgage and gives you $300,000 cash.

3

Receive Cash

At closing, you receive $300,000 (minus closing costs ~$12K-$15K) to use as you see fit. One monthly payment.

💡 Key Difference from Rate-and-Term Refinance

Rate-and-term refinance: New loan = old balance (just changing rate/term)
Cash-out refinance: New loan > old balance (taking out equity in cash)

Smart Uses for Cash-Out Refinance

Home Renovations

Kitchen remodel, bathroom upgrades, additions, new roof. Improvements that increase home value.

Why it works: Increases home value, mortgage interest is tax-deductible (consult CPA)

Debt Consolidation

Pay off credit cards (15-25% APR), personal loans, auto loans. Replace with mortgage rate (6-7%).

Savings example: $50K credit card debt at 20% → 6.5% mortgage saves $675/month

Investment Property Down Payment

Use equity from primary home to purchase rental property or investment real estate.

Strategy: Leverage low mortgage rates to acquire income-producing assets

College Tuition / Major Expenses

Fund education, medical expenses, business startup. Lower rate than student loans or personal loans.

Compare: Private student loans 7-14% vs mortgage 6-7%

Cash-Out Refinance Requirements

Credit Score

620+

Minimum for conventional. 700+ gets best rates. FHA allows 580+ but higher rates.

Remaining Equity

20%

Must keep 20% equity after cash withdrawal (max 80% LTV). Some lenders allow 85% LTV with PMI.

Debt-to-Income

<43%

Total monthly debts divided by gross income. New mortgage payment included in calculation.

Additional Requirements

Appraisal confirming current home value
Proof of income (2 years W-2s, tax returns)
Sufficient assets for closing costs
Owner-occupied primary residence
On-time mortgage payments (last 12 months)
No bankruptcy in past 2-4 years

Cash-Out Refinance: Pros & Cons

Pros

  • Lower interest rate than credit cards, personal loans, or HELOCs
  • One monthly payment instead of multiple debts
  • Tax-deductible interest if used for home improvements (consult CPA)
  • Fixed rate stability vs variable rate home equity products
  • Access large amounts (up to 80% home value)

Cons

  • Closing costs 2-5% of loan amount ($12K-$30K on $600K)
  • Reset amortization to 30 years (pay interest longer)
  • Reduces home equity - less cushion if values drop
  • Risk of foreclosure if you can't afford new payment
  • Higher rate than rate-and-term refinance (~0.25% premium)

Calculate Your Available Equity

See exactly how much cash you can access with a cash-out refinance. Get personalized rate quotes and closing cost estimates.

Jimmy Joseph MBA • NMLS 1577754jjoseph@cmghomeloans.com