Mortgage Advisor Munich – Hendrik Benevides

Remortgaging in Germany — the Anschlussfinanzierung, Explained for Internationals

Every German mortgage has a built-in second act: when your fixed-rate period ends, the remaining debt needs a new deal. Germans call it Anschlussfinanzierung — and it is where disciplined borrowers quietly save five figures while everyone else signs whatever their old bank mails them. As an advisor with access to more than 450 banks, I find the right solution for your situation – free initial consultation with no impact on your SCHUFA score.

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Hendrik Benevides – Remortgaging in Germany — the Anschlussfinanzierung, Explained for Internationals

The second act nobody budgets for

A German Zinsbindung of 10 or 15 years feels like forever on signing day — then it ends, and the remaining debt (often still 50–70 % of the original loan) gets repriced at whatever the market charges then. That repricing moment is the Anschlussfinanzierung, and it splits borrowers into two tribes:

On a €300,000 remaining debt over a 10-year follow-up fix, even a modest rate difference between those two paths compounds to five figures. Same property, same borrower — the only variable is whether anyone checked.

Your renewal timeline (work backwards from the end date)

36–60 months out — know your § 489 date. Ten years after full disbursement you hold a penalty-free exit right (six months' notice) even inside a longer fix. Long-fix holders: put this date in your calendar; it converts you from captive to free agent.

12–36 months out — the forward window. Forward loans lock a follow-up rate years in advance for a lead-time premium. Worth it? Depends on how much renewal-rate risk your budget can absorb — a calculation, not a vibe. This is also when I start watching the market for clients (the Anschlussfinanzierung radar is a standing part of my follow-up care).

6–12 months out — comparison season. Your bank's Prolongation offer arrives somewhere in here. Rule one: never sign it unexamined. Rule two: never reject it before the market comparison either — occasionally it is actually competitive, and then staying is the easy win.

3–6 months out — decision and paperwork. Switching needs a normal underwriting file (income, property, permit — the usual documents); the land charge transfers by assignment. Done with time to spare, the switch is administrative, not dramatic.

Zero preparation, deadline week: you'll sign whatever is on the table. Don't be here.

Prolongation vs. Umschuldung — the honest comparison

Staying (Prolongation) Switching (Umschuldung)
Effort One signature Underwriting file + notary assignment
Costs None Few hundred € (Grundschuld assignment)
Rate Whatever your bank offers Best of the market
Re-underwriting Usually light Full
Best when Your bank matches the market It doesn't (the common case)

The strategic use of a market comparison is double: either you switch and bank the difference, or you slide the comparison across the table and your own bank suddenly finds room to match. Both outcomes pay; only ignorance doesn't.

The Munich/expat angle

Renewal hits internationals with a twist: you are re-underwritten as who you are now. Gained permanent residency since buying? Your tier likely improved — claim it. Gone self-employed, or relocated abroad while keeping the Munich flat as a rental? Your best-fit bank pool has shifted, and the old bank's offer definitely didn't shift with it. And if your circumstances weakened, early planning matters even more — strong files can afford deadline pressure; changed files cannot. In every variant, the market comparison runs in English, on your actual current profile, across 450+ banks.

Standing offer, literally

Anschlussfinanzierung is not a one-off product for me — it is the built-in second half of every financing I arrange, and I take over renewals for loans arranged elsewhere just the same. I'm Hendrik Benevides, multi-bank advisor in Munich-Pasing (Postbank Finanzberatung AG), advising in English, German and Portuguese — 5.0★ across 54 verified WhoFinance reviews. If your Zinsbindung ends within the next three years, book the free consultation now — the earlier the comparison starts, the more options exist, and the fee for all of them is the same: zero.

Why Hendrik Benevides is your advantage

Your current bank's renewal offer is priced for your inertia, not your loyalty. A market comparison at renewal costs nothing, and switching lenders is far cheaper than internationals assume — the land charge moves by assignment, not by starting over.

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Frequently asked questions

What happens when my fixed-rate period (Zinsbindung) ends in Germany?

Your loan continues — only the rate lock expires. Well before the end date, your bank sends a renewal offer (Prolongation) for the remaining debt at current rates. Accept it, negotiate it, or refinance with any other bank (Umschuldung): the remaining balance is simply repriced, and your property secures the new deal. What you should never do is let the deadline arrive unprepared — an expired fix without a new agreement rolls into expensive variable terms.

When should I start planning my Anschlussfinanzierung?

Seriously: 12–36 months before the fix ends. Many banks offer forward loans (Forward-Darlehen) that lock today's conditions for a start date up to several years ahead — typically for a small monthly premium per month of lead time. Even ignoring forwards, starting a year early gives you time to compare the market, negotiate with your own bank from strength, and avoid the take-it-or-leave-it moment.

Should I stay with my bank (Prolongation) or switch (Umschuldung)?

Decide with numbers, not habit: get your bank's renewal offer, then compare it against the market for the same remaining debt and new fixed period. Banks price renewal offers knowing most customers sign without checking — which is precisely why checking pays. If your bank matches the best market offer, staying is convenient and fine; if not, switching is a well-trodden, low-drama process.

How expensive is it to switch banks at remortgage time?

Much cheaper than buying ever was: no new transfer tax, no agent, no full purchase process. The existing land charge (Grundschuld) is typically transferred to the new bank by assignment (Abtretung) for a few hundred euros of notary and registry fees. Against a rate improvement on a six-figure remaining debt over 10+ years, these costs usually amortize within months.

What is a forward loan (Forward-Darlehen) and when does it make sense?

A follow-up loan agreed today with disbursement at your fix's end date — commonly available up to roughly five years ahead, priced with a lead-time premium. It converts renewal-rate uncertainty into a known number, which is valuable when your budget depends on predictability. The honest caveat: if rates fall before your start date, you're still committed. It is insurance, not speculation — and I calculate whether the premium is worth it for your case.

Can I remortgage before my fixed period ends?

Inside the fix, exiting usually triggers prepayment compensation (Vorfälligkeitsentschädigung) — rarely worthwhile purely to chase a rate. The big exception: § 489 BGB gives you a penalty-free termination right 10 years after full disbursement, with six months' notice, regardless of a longer Zinsbindung. Holders of 15- and 20-year fixes past year ten can refinance freely — a right worth checking the calendar for.

Does remortgaging work the same for expats and foreign owners?

The mechanics are identical; the practical difference is that your profile is re-underwritten at renewal. Years of clean payment history on the property helps; changed circumstances (new residency status, self-employment, even having left Germany) shift which banks price you best — sometimes dramatically. A market comparison matters twice as much when your profile no longer matches the one that got the original loan.

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What clients say

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“Hendrik guided us through the entire process – always reachable, always an answer to our questions.”

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Client – remortgage via WhoFinance
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“Open communication, deep expertise – every concept was explained so I could actually understand it.”

Client – mortgage via WhoFinance

Reviews originally written in German on WhoFinance – translation provided.

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