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Rate Strategy Guide

Who pays for a
rate buy-down?

A plain-English guide to how mortgage buy-downs work, who funds them, and when they make sense for buyers and refinancers.

~0.25%

Rate reduction per discount point

~1%

Of loan amount per point (upfront cost)

6%

Max seller concession (FHA/conventional)

What is a rate buy-down?

A rate buy-down is an upfront payment — made by the borrower, seller, builder, or lender — that lowers the mortgage interest rate either permanently (for the life of the loan) or temporarily (for the first 1–3 years). The money is deposited into an escrow account; the lender draws from it each month to make up the difference between the bought-down rate and the note rate.

Think of a buy-down like pre-paying interest. You (or someone else) hand over cash today, and the lender gives you a lower rate in return. The question is always: does the long-term saving justify the upfront cost?

Permanent vs. temporary buy-downs

Permanent (discount points)

Each discount point costs 1% of the loan amount and typically reduces the note rate by ~0.25% for the entire loan term. On a $400,000 loan, 1 point = $4,000 upfront; your rate drops from, say, 6.5% to 6.25% — permanently. This makes sense when you plan to stay in the home past the break-even point (usually 3–6 years).

Temporary (2-1, 1-1, 1-0 buy-downs)

A temporary buy-down reduces the rate for the first 1–3 years, then steps back up to the note rate. The most popular structures in 2024–2026:

2-1 buy-down at 6.5% note rate

PeriodEffective rate
Year 14.50%Subsidised
Year 25.50%Subsidised
Year 3+6.50%

1-0 buy-down at 6.5% note rate

PeriodEffective rate
Year 15.50%Subsidised
Year 2+6.50%
Refinance bonus: If you refinance during the buy-down period, the unused escrow balance is refunded to you — so you don't lose the money you paid in.

Who pays — and when?

This is the part most borrowers don't realise: you don't always have to pay for the buy-down yourself. In many purchase transactions the seller, builder, or lender picks up the tab as a negotiation incentive.

On a purchase

Seller (most common right now)

When
Buyer's market or when the seller wants to close faster
How
Seller contributes cash at closing as a 'seller concession'. The funds go into a buydown escrow account managed by the lender.
Limit
Conventional: 3% (LTV > 90%) · 6% (LTV 75–90%) · 9% (LTV < 75%) | FHA: 6% | VA: 4% | USDA: 6%

Builder / developer

When
New construction; builder uses buy-down as a sales incentive instead of reducing price
How
Builder pre-funds the escrow account at closing — common with 2-1 buy-downs on new builds

Lender (lender-paid)

When
Lender wants to offer a competitive payment; sometimes rolled into a 'no-cost' loan
How
Lender absorbs the buy-down cost, often by pricing a slightly higher note rate to offset it — a trade-off to discuss with your loan officer

Borrower

When
Borrower has cash reserves and wants the lowest possible payment from day one
How
Paid as closing costs — tax-deductible as mortgage interest on a primary residence in many cases (consult your tax advisor)

On a refinance

When you refinance there is no seller, so the options narrow:

Borrower (cash at closing)

When
You have reserves and want the lowest effective rate in early years
How
Deposited into escrow at closing, drawn down monthly by the lender during the buy-down period. Refunded if you refinance again.

Lender credit

When
You prefer a 'no-cost' refinance structure
How
The lender agrees to fund the buy-down escrow in exchange for a slightly higher note rate (typically +0.125% to +0.25%). Your loan officer can model both options side-by-side.

Employer / relocation package

When
Job relocation; some employers cover buy-down costs as part of a relocation benefit
How
Employer funds the escrow directly; treated as income — confirm tax treatment with your HR / tax advisor
On a refinance, seller concessions do not apply — there is no seller in the transaction. If a broker or lender tells you a seller is paying for your refinance buy-down, ask for clarification on the source of funds.

Is a buy-down right for you?

Choose a temporary buy-down if…

  • You expect your income to grow over the next 2–3 years
  • You're stretching to qualify and need a lower initial payment
  • The seller or builder is willing to fund it (free money!)
  • You plan to refinance within 2–3 years anyway

Choose a permanent buy-down if…

  • You plan to stay in the home for 5+ years
  • You have cash reserves and want a fixed lower payment forever
  • You're refinancing and want to lock in the lowest possible long-term rate
  • The break-even period is under 4 years (use the calculator below)

Skip the buy-down if…

  • You're likely to move or sell within 2 years (won't recoup costs)
  • You need cash reserves for emergencies or renovations
  • Rates are expected to fall — you may refinance to a lower rate anyway

This article is for educational purposes only and does not constitute financial, tax, or legal advice. Rate reductions per point vary by lender, loan type, and market conditions. Consult a licensed loan officer for personalised pricing. Seller concession limits are subject to change and may vary by lender guideline.