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For informational purposes only. Not financial, legal, or professional advice. Consult a licensed mortgage professional before making decisions. See full disclaimer

FAQ Library
Refinance•Verified 2026-02-18

What is a 'straight switch,' and how does it impact refinancing at renewal?

OSFI provides certain flexibilities for straight switches.

Key Points

  • This only applies if you have a down payment of 20% or more.

  • To qualify, you need to keep your loan amount and payment schedule the same when you renew your mortgage.

  • Lenders will still review your ability to repay the mortgage, even if you don't need to pass the full stress test.

Need a Deeper Breakdown?

Read the full research guide this FAQ was derived from for more context and strategy.

Technical Research Verification

Our systems synchronized 3 data points and regulatory frameworks to verify this technical brief.

Read the deeper guide · Refinance

2026 Canadian Mortgage Refinance Guide: Costs & Break-Even Math

Related Questions

How do GDS and TDS ratios affect my refinancing options?

GDS (Gross Debt Service) and TDS (Total Debt Service) ratios are critical affordability indicators that financial institutions use to determine your eligibility for refinancing.

What is the Loan-to-Value (LTV) ratio, and how does it impact my ability to refinance?

The Loan-to-Value (LTV) ratio plays a critical role in the refinancing process.

How does OSFI's Guideline B-20 affect refinancing?

OSFI's Guideline B-20 establishes the benchmark for residential mortgage underwriting practices that federally regulated financial institutions (FRFIs) must adhere to.

What Loan-to-Value (LTV) Ratio is Right for Me?

The Loan-to-Value (LTV) ratio is a key metric lenders use to gauge risk.

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A "straight switch" refers to the process of transferring an existing uninsured mortgage to a new institution when it's up for renewal, without increasing the remaining amortization period or the loan amount.

You might not need to pass the mortgage stress test when you switch lenders at your mortgage renewal.