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Extending mortgages

Extending a mortgage becomes necessary when the current term expires. To benefit from favorable interest rates and conditions, it is important to start planning an extension early. You should look into your options and go through various possible scenarios as early as 18 months prior to expiry. Professional advice and thorough market analysis can help you make the best decision possible.

One critical aspect when extending a mortgage is the current valuation of your property. Changes in the real estate market can influence the value of your property and, as a result, the financing conditions. This can have positive or negative consequences for the terms of your mortgage.

Mortgage conditions don't just include the interest rate, but also further factors such as the level of amortization and potential additional requirements. Moreover, you should examine your current mortgage contract, particularly its clauses, to avoid any surprises and seize the best options possible.

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How to proceed

1

Early planning

  • Start planning about 18 months before your current mortgage expires. This gives you enough time to prepare for negotiations and compare offers.

2

Revaluation of your property

  • Request a professional revaluation of your property to determine its current market value. This is the basis to calculate your financing needs and the options for an extension.

3

Market analysis

  • Check current interest rates and conditions of various providers. In addition to the interest rate, you should also examine other contractual conditions such as level of amortization, repayment terms, and potential requirements.

4

Seeking advice

  • Experts can support you in identifying the mortgage models and maturities that are right for you. This is particularly important if your financial situation or other circumstances have changed.

5

Examination of mortgage contract

  • Analyze your existing contract for essential terms that may impact your flexibility or costs of extension.

6

Conducting negotiations

  • Negotiate with your current or potential new provider to secure the best terms for your situation.

7

Finalizing a contract

  • Finalize the new contract in time before the old mortgage expires to seamlessly transition to the new maturity.

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smzh for you

Our experts support you throughout the entire extension process:

  • We revalue your property to determine the current market value as a basis for financing.
  • Based on the new valuation, we assess your financing needs and outline your available options.
  • We analyze your existing mortgage and compare it with the best offers on the market.
  • Together we develop a renewal strategy tailored to your financial goals.
  • We review your current mortgage agreement for relevant clauses and advise you on possible adjustments or changes.
  • We guide you through negotiations with banks and other providers to secure optimal conditions for you (interest rate, amortization level, requirements).

We handle questions such as those shown on the right on a daily basis. You don't need to deal with them by yourself – our 360° Check-Up is free of charge and non-binding.

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Start planning as early as 18 months before your current mortgage expires to have enough time for analyses, comparisons, and negotiations.

Yes, switching can be favorable particularly if a different provider offers better terms. It's important to plan carefully to weigh the costs of switching and potential benefits.

The current market value of your property has a direct influence on your financing conditions. A realistic valuation is key to determine financing needs and provide leeway in negotiations.

Conditions include the interest rate, the level of amortization as well as potential contractual requirements or restrictions.

A careful analysis of the contract provides information on clauses that might restrict your flexibility or lead to additional costs.