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Loyalty premium

Français : Prime de fidélité

Surcharge paid at renewal by borrowers who accept the first offer from the outgoing lender without shopping. Often 20 to 50 bps above market.

Definition

The loyalty premium (sometimes called "loyalty tax" or "inertia premium" in anglo-Canadian literature) refers to the surcharge paid by borrowers who renew their mortgage with the same lender without shopping competition.

Studies cited by the AMF and Bank of Canada: between 60% and 70% of Canadian borrowers accept the first renewal offer received by mail, while a transfer to another lender via a broker typically saves 20 to 50 bps (on a CA$300,000 balance: CA$600 to CA$1,500 per year).

Lenders rely on this inertia to recoup the margin given up at origination (when you were a new client to win). This is why the renewal market is more profitable than origination for the Big 6 — and why a mortgage broker often pays for itself 4-6 months before maturity.

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This definition is provided for informational purposes only and does not constitute legal, tax, or financial advice. For a personal situation, consult an AMF-licensed mortgage broker, notary, accountant, or the relevant financial institution.