Mortgage Portability vs. Break & Renew

Moving to a new home? Compare the cost of porting your existing mortgage (blended rate, no penalty) versus breaking it and renewing at today's lower market rate. See which option saves you more money over 5 years.

Your Mortgage & New Purchase Details

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%
mo
$
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%
yrs
Option A: Port Your Mortgage
Break Penalty$0
Ported Amount$350,000
Top-Up Amount (new $)$250,000
Total New Mortgage$600,000
Blended Rate4.66%
Monthly Payment$3,782/mo
5-Year Interest Cost$137,400
Option B: Break & Renew
Break Penalty (3-month est.)$4,289
New Mortgage$600,000
Rate4.19%
Monthly Payment$3,600/mo
5-Year Interest Cost$120,100
Total Cost (incl. penalty)$124,389
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Frequently Asked Questions

What is mortgage portability?

Portability allows you to transfer your existing mortgage — including your current interest rate and remaining term — to a new property when you sell your home and buy another. Most Canadian lenders allow porting, typically with a 30–120 day window between closing your sale and completing your purchase. Porting avoids the break penalty and locks in your current rate on the ported portion.

What is a blended rate?

When you port your mortgage and need additional funds for a more expensive property, the lender blends two rates together: your existing rate (on the ported balance) and the current market rate (on the top-up). The resulting blended rate is a weighted average of both rates by dollar amount. The blended rate is typically higher than today's market rate but lower than your original contract rate.

When is it better to break and renew rather than port?

Breaking and renewing makes sense when today's market rate is significantly lower than your existing rate and the penalty cost is relatively small. If the 5-year interest savings from the lower market rate outweigh the upfront penalty, breaking delivers better long-term value — even after paying the penalty. This calculator shows the full 5-year cost of each option so you can compare directly.

Can all lenders port their mortgages?

Most lenders offer portability, but the exact conditions vary. Big banks generally allow ports within 60–120 days and may use a "blend-and-extend" product. Monoline lenders may have stricter windows (often 30–60 days). Some lenders require you to qualify at the stress test rate on the full new mortgage amount — even on a port. Always confirm portability terms with your current lender before listing your home.