Refinancing a French Mortgage: When It Is Worth It

Refinancing in France, known as rachat de crédit, means having another bank buy out your existing loan on better terms. It can save a significant sum, but the costs are front-loaded and the arithmetic only works under particular conditions.

The three conditions that usually need to align

Practitioners generally look for all three of the following before a refinance makes sense.

  • A meaningful rate gap. Around 0.7 to 1 percentage point between your current rate and what is available now.
  • Early in the term. French loans are front-loaded with interest, so the saving is largest in the first third of the loan and shrinks sharply after the midpoint.
  • A substantial balance outstanding. Fixed costs make small balances uneconomic to refinance.

The costs to weigh against the saving

Cost Typical level
Early repayment penalty Capped by law at the lower of six months’ interest or 3 per cent of the outstanding capital
New lender arrangement fee Several hundred to around a thousand euros
Guarantee or mortgage registration Varies with the security used
Broker fee, if used Typically a percentage of the amount refinanced
Change the insurance first. Since the Lemoine law, borrower insurance can be changed at any time during the loan without penalty. For many borrowers, particularly those who took the bank’s own policy at the outset, switching insurer produces a saving comparable to a refinance at a fraction of the cost and effort. It is worth exhausting this option before considering a full refinance.

Renegotiating with your existing bank

Before approaching other lenders, ask your own. A bank would generally rather reduce your rate than lose the relationship and the associated accounts. The leverage is real but modest, and it improves markedly if you can show a written offer from a competitor.

Doing the calculation properly

Compare the total remaining cost of your current loan, meaning all future payments, against the total cost of the new loan plus every fee involved in switching. Comparing monthly payments alone is misleading, because a lower payment achieved by extending the term usually costs more overall.

See how French mortgage rates are set for what drives the market, and the glossary for the terms used in refinancing paperwork.

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