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Types of
Refinance

There is no one-size-fits-all refinance. Your goals determine which option is right for you. Compare fixed-rate and adjustable-rate options, or explore cash-out refinancing to unlock your home equity. Use our mortgage calculator to see how much you could save.

Rate-and-Term Refinance

The most common refinance type. Replace your current mortgage with a new one at a lower interest rate, a shorter term, or both — without taking cash out. If rates have dropped since you closed, a rate-and-term refi could save you hundreds per month. Compare fixed vs. adjustable rates to find the best fit.

  • Lower your interest rate
  • Shorten your loan term
  • Switch from ARM to fixed
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Streamline Refinance

If you have an existing FHA or VA loan, streamline programs offer a simplified, faster refinance with reduced documentation. Lower your rate with minimal hassle and often no appraisal required.

  • Reduced documentation
  • No appraisal required (often)
  • Faster closing timeline
Learn More
Tax forms and calculator on desk for refinance planning
Crunch the numbers on your refinance savings Smart tools for smarter decisions

When Should You
Refinance?

Refinancing is not always the right move. The decision depends on your current rate, how long you plan to stay, and your financial goals. Our Refinance Guide covers the math in detail, or talk to Peter directly for personalized advice.

01

Rates Have Dropped

If current mortgage rates are at least 0.5% to 0.75% lower than your existing rate, refinancing often makes financial sense. Use our mortgage calculator to see your potential monthly savings and calculate your break-even point based on closing costs.

02

You Want to Shorten Your Term

Switching from a 30-year to a 15-year mortgage can save you tens of thousands in interest over the life of the loan. Your monthly payment will increase, but you will build equity faster and own your home sooner. A fixed-rate mortgage is ideal for this strategy.

03

You Need Access to Equity

A cash-out refinance lets you borrow against your home equity for major expenses. Common uses include home renovations, consolidating high-interest debt, funding education, or even purchasing an investment property.

04

Your ARM Is Adjusting

If you have an adjustable-rate mortgage approaching its reset date, refinancing into a fixed-rate loan protects you from future rate increases and gives you payment stability for the life of the loan.

Refinance
Resources

Arm yourself with the knowledge to make smart refinance decisions. From understanding closing costs to gathering your required documents, our guides walk you through every detail.

Refinance Guide

Our comprehensive guide covers everything: when to refinance, how the process works, costs vs. savings analysis, and common mistakes to avoid.

Read the Guide

Mortgage Calculator

Crunch the numbers on your refinance. Compare your current payment to a new one and see exactly how much you could save per month and over the life of the loan.

Calculate Savings

Documents Required

Know exactly what paperwork you need for your refinance. Income, assets, property info — our checklist ensures a smooth, fast process.

View Checklist

How Refinancing
Works

Refinancing with Theos Financial is straightforward. Our technology platform handles most of the heavy lifting, and our team keeps you informed at every step.

01

Get Your Quote

Use our Quick Quote tool to see refinance rates from 200+ lenders. Compare your current payment to potential new payments using the mortgage calculator. No credit check, no obligation.

02

Apply Online

Complete your application through our secure online portal. Upload your required documents — pay stubs, tax returns, bank statements — and our team begins processing immediately.

03

Close & Save

Review your closing costs, e-sign your documents, and start saving. Many refinances close in 21 days or less. Your new lower payment begins with the next billing cycle.

Luxury modern home with wood accents and pool
Unlock your home equity with a refinance Theós Financial — Elevating your financial journey

Ready to
Refinance?

The average Theos Financial client saves over $300 per month after refinancing. CEO Peter Girgis (NMLS# 381600) and our team of experts — Hani Eid, Khaled Saleh, and Christina Boktor — will analyze your current mortgage, compare options from 200+ lenders, and find the refinance solution that saves you the most. We handle the entire process through our secure technology platform.

Get a free refinance rate quote in under 60 seconds — no credit check, no obligation. Or call Peter at 661-812-3950 to discuss your refinance goals. Visit us at our Valencia office: 23734 Valencia Blvd, Suite 206, Valencia, CA 91355.

Home refinancing to unlock equity

Mortgage
Calculator

Adjust the sliders to estimate your monthly payment. Then get your personalized rate from 200+ lenders.