Free Tool · 2 Minutes

Should I Switch Lenders at My Mortgage Renewal?

Answer 5 quick questions. Get a clear recommendation: Strong Switch Case, Consider Switching, Negotiate With Current Lender, or Stay and Re-evaluate Later. No signup required.

Question 1 of 50% complete

Is your current mortgage with a Big 6 bank, monoline, credit union, or B-lender?

How This Quiz Works

The quiz scores your answers across five factors that jointly determine whether switching at renewal makes financial sense: your current lender type (Big 6 banks tend to post higher rates), your credit band (below 600 limits A-lender options), the size of the rate gap between your current rate and the best available, how much time you have before maturity (rate holds run 120 days), and your province (primarily for regulatory context).

This is educational — not a credit check, not a mortgage approval, and not personalized advice. For a real recommendation on your specific file, talk to a licensed mortgage broker.

The 4 Possible Outcomes

Strong Switch Case

Good profile, meaningful rate gap, right timing — switching should clearly pay off.

Consider Switching

Savings exist but aren't huge. Run the math carefully; make sure switching costs are covered.

Negotiate With Current Lender

Switching costs likely exceed savings — but you can still get a better rate by negotiating.

Stay + Re-evaluate Later

No immediate win. Take a short term and re-shop in 1–2 years.

Want the Real Answer?

A licensed mortgage broker will review your actual file, pull real lender quotes, and give you a concrete recommendation. Free.