Skip to main contentSkip to content

Methodology · Auditable rubric

Auto Refinance methodology

Every refinance lender in our comparison stack is scored against the rubric below. Weights total 100% and apply equally to every lender we review.

Last reviewed:

The rubric — weighted

How we score and rank.

Each provider in our comparison stack is scored against the factors below. The factor weights sum to 100% and don't change based on which carrier or lender is being reviewed. Total weight: 100%.

  • APR delta vs. current loan

    45%

    The single largest factor — the refinance pitch is APR reduction. Carriers are scored on the spread between their tier-by-tier rates and the borrower's existing loan APR. Larger spread = higher score.

    Data source: Experian State of the Auto Finance Market, Q4 2025

  • Closing costs + total cost-of-money

    20%

    Lender fees (application, title transfer, doc fees) plus any cash-out fees. The break-even calculation must clear inside 18 months for full credit.

  • Term structure

    15%

    Whether the lender supports shorter remaining terms (so borrowers don't reset to 60/72 months and stretch interest). Lenders that default to the borrower's original remaining term score higher.

  • Approval breadth

    10%

    Minimum FICO + LTV thresholds + support for vehicles 10+ years old. Refinance underwriting is materially tighter than new-purchase underwriting and we surface that gap.

  • Process speed

    10%

    Days from application to funding. Refinance friction is the #1 abandonment driver; lenders under 5 business days score full credit.

    Data source: Lender-published process timelines + Trustpilot reviews

How we audit ourselves

Three guardrails on every methodology change.

  • Source verification

    Every weight reflects a published consumer-finance data source (NAIC, III, Bankrate, Experian, NCUA, FTC) cited inline on the calculator or comparison surface.

  • Audited rubric

    Rubric weights are reviewed by editorial leadership at least quarterly. Changes are logged below and version-tagged in the data registry.

  • Independence guard

    Affiliate compensation never influences the rubric. Disclosed on every page where it applies.

Change log

What's changed.

  • Raised APR-delta weight from 40% to 45%; lowered term-structure from 20% to 15% to reflect Q4 2025 buyer-research data showing rate sensitivity > term sensitivity.

  • Initial publication of the refinance rubric.

Made with Emergent