Updated
Updated · The New York Times · Sep 4
Rocket Finds 20% of Higher-Rate Borrowers Make Extra Mortgage Payments as Low-Rate Owners Pay More Often
Updated
Updated · The New York Times · Sep 4

Rocket Finds 20% of Higher-Rate Borrowers Make Extra Mortgage Payments as Low-Rate Owners Pay More Often

3 articles · Updated · The New York Times · Sep 4

Summary

  • About 20% of borrowers who took out mortgages after rates climbed in 2022 are making extra principal payments, versus a higher share among pandemic-era borrowers with rates just above 3%, Rocket Mortgage found.
  • Rocket’s review of roughly 3 million home loans from January 2021 to January 2026 said lower-rate homeowners were more likely to pay extra because their smaller monthly bills left more room in household budgets.
  • Borrowers with higher-rate loans stand to save more by paying down principal early, but bigger housing costs and broader inflation can make payments above the minimum harder to manage.
  • Among homeowners who do pay extra, the average adds up to about one additional monthly payment a year, a pace Rocket said can save thousands of dollars in interest.

Insights

Why are millions of homeowners throwing away potential wealth to pay off their ultra-low mortgages early?
Could a little-known strategy like mortgage recasting be the ultimate escape for buyers trapped by high rates?