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Types of mortgages

Early mortgage renewal

Français : Renouvellement anticipatif

Option to renew one's mortgage before the current term expires (generally 120-180 days in advance), often to take advantage of a rate drop without paying a penalty.

Definition

Early renewal allows the borrower to renew their mortgage with the same lender before the official maturity, without a prepayment penalty.

**Typical window**: - Most lenders allow penalty-free renewal within the 120-180 days (4-6 months) preceding maturity - Some allow up to 270 days (9 months) in advance

**Benefits of early renewal**: 1. Lock in a low rate before it rises (rate hold for remaining duration + new term) 2. Avoid the stressful renewal window (risk of very high rate at maturity) 3. Align maturity with other life events (end of guardianship, inheritance, planned sale)

**Blended rate mechanism**: If early renewal involves a new rate different from the current one during remaining months, the lender may calculate a 'blended' rate (blend and extend) combining both rates (see `taux-mixte`).

**Negotiation**: - Early renewal is an opportunity to negotiate → compare with other lenders - A mortgage broker can analyze whether transferring to another lender (with penalty) is more advantageous than penalty-free early renewal with the current lender

**Note**: Early renewal without penalty is different from early repayment (which involves leaving the current lender by paying an IRD/3-month interest penalty).

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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.