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Mortgage Glossary

What is Closed Mortgage?

A closed mortgage is a mortgage with restricted prepayment privileges that charges a penalty if you pay it off in full or break the contract before the term ends. In Canada, closed mortgages are the most common type because they offer lower interest rates than open mortgages in exchange for less flexibility.

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Quick answer

A closed mortgage is a mortgage with restricted prepayment privileges that charges a penalty if you pay it off in full or break the contract before the term ends. In Canada, closed mortgages are the most common type because they offer lower interest rates than open mortgages in exchange for less flexibility.

Also known as: closed term mortgage

Key points

  • A closed mortgage limits prepayment and penalizes breaking the term early.
  • It offers a lower interest rate than an open mortgage.
  • Most closed mortgages still allow limited annual prepayments.
  • Breaking a fixed closed mortgage usually costs the greater of 3 months' interest or the IRD.
  • Closed mortgages are the most common type chosen in Canada.

Closed Mortgage explained

A closed mortgage locks you into a fixed term during which you cannot fully repay or refinance the loan without incurring a prepayment penalty. Most closed mortgages still allow limited prepayments each year, such as paying an extra 10% to 20% of the original principal or increasing your regular payment, but anything beyond those privileges or breaking the term triggers a charge.

In Canada, closed mortgages dominate because the trade-off favours most borrowers: in return for accepting limited flexibility, you get a noticeably lower interest rate than an open mortgage. The penalty for breaking a closed mortgage is typically the greater of three months' interest or the interest rate differential (IRD) on fixed-rate loans, and usually three months' interest on variable-rate loans.

What a Closed Mortgage is for

A closed mortgage exists to give lenders predictable income over the term, which they reward with a lower rate. It suits borrowers who plan to keep their mortgage for the full term and want the lowest possible rate rather than maximum flexibility.

How it can help you

A closed mortgage helps Canadian borrowers secure a lower interest rate and lower payments, ideal if you do not expect to move or repay early. With Lenderoo comparing 40+ lenders for free, you can weigh closed versus open options and find the lowest closed rate that still offers the prepayment privileges you need.

When it comes up

A closed mortgage suits a buyer settling into a home for the long haul who wants the lowest rate and has no plans to sell or pay off the loan early. They accept the prepayment limits because the rate savings outweigh the flexibility they will not use.

Example: the rate-for-flexibility trade-off

You take a closed 5-year fixed mortgage of $400,000 at 5%, lower than the 6.5% an open mortgage would charge. The lower rate saves you roughly $4,000 to $5,000 in interest in the first year alone.

If you later break the term early, you might owe a penalty of the greater of three months' interest (around $5,000) or the IRD. As long as you keep the mortgage for the full term, you simply enjoy the lower rate.

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Questions & answers

Closed Mortgage: frequently asked questions

Common questions Canadians ask about closed mortgage.

Keep learning

Related mortgage terms

Open Mortgage

A mortgage that can be paid off at any time without penalty.

Read definition

Prepayment Penalty

Fee charged for paying off a mortgage early.

Read definition

Prepayment

Extra payment toward mortgage principal.

Read definition

Term

The length of time your current mortgage contract, rate, and conditions stay in effect before you must renew.

Read definition

Interest Rate

The cost of borrowing money, expressed as a percentage of the loan amount.

Read definition
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