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Mortgage Points: Are They Worth It? The Break-Even Math

By Ziya Y. · 23 Years Banking & Mortgage · Updated May 2026
Mortgage points sound complex. The math is actually simple once you understand what you're buying.

What Mortgage Points Are

One point = 1% of your loan amount, paid upfront at closing. In exchange, your lender lowers your interest rate — typically by 0.25% per point, though this varies by lender and market conditions.

On a $400,000 loan: 1 point = $4,000 upfront. Rate reduction: ~0.25%. Monthly savings: ~$58.

The Break-Even Calculation

Cost of points ÷ Monthly savings = Break-even in months

$4,000 ÷ $58 = 69 months (5.75 years)

If you sell or refinance before 5.75 years: points were a bad deal. If you stay longer: points save money.

When Points Are Worth It

When Points Are a Bad Deal

Negative Points (Lender Credits)

The reverse also exists: lenders can pay your closing costs in exchange for a higher rate. This makes sense for buyers with limited cash who plan short-term ownership. The higher rate costs less than the closing costs you avoided — if you sell or refi quickly enough.

Z
Ziya Y.
23 years in banking and mortgage underwriting. Founder of FinanceRateCalc.com. Built Zai — a free AI mortgage advisor trained on real bank logic.

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Not financial advice. Educational content based on 23 years of mortgage industry experience.

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CFPB HMDA 2025, computed by FinanceRateCalc. Covers the highest-volume lenders published per market, not all lenders. Historical observations, not predictions. CC BY 4.0, not independently reproduced.

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