Welcome to the Lending World
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Residential Loans or Home Loans


Navigating the World of Residential Loans

The world of mortgages can seem confusing. There are many different types of lending programs and each looks better then the next. So how are you supposed to know which program is best for you? You can spend a lot of time researching different programs and guess which one would best fit your needs or talk to someone who has already done the legwork. 

Robert knows the mortgage world. But what makes him really stand out from the typical broker is that he also has extensive financial planning and banking knowledge. Others may fit you with whatever plan is popular at the moment without ever giving a thought to what happens after the papers are signed. Robert will actually work with you to find a plan that not only meets your current needs but takes into consideration your future financial security. 


Interest Rate Terms for Residential Mortgages

Fixed Rate Mortgage: This type of home loan carries the same interest rate for the entire term (length) of the loan. The interest rate makes up part of your monthly payment.

Adjustable Rate Mortgage: These are also referred to as ARM loans for short. This type of mortgage has an interest rate that changes over time. This is a riskier loan, because your monthly payment will change over time.


Basic Types of Mortgage Options

Conventional Mortgage Loan is one that is not insured by the government in any way. This is where you put 20% (or more) down and work straight through a banking institution.

FHA Loan - This mortgage is insured through the Federal Housing Administration. If the borrower defaults on the loan, the lender gets paid by the FHA. 

VA Loan - This program is reserved for military service members and their families. It can be used to finance 100% of a home purchase, which eliminates the need for a down payment. If you are a military member, you should look into this loan type as an option.

USDA Loan - This type of mortgage loan is reserved for people who live in certain parts of the country. There are income restrictions as well. They are sometimes referred to as "farmer loans," due to the geographical and demographic nature of the program, but you certainly don't have to be a farmer to qualify!


Common Terms in the Lending World

Agreement of Sale A contract signed by buyer and seller stating the terms and conditions under which a property will be sold.

Amortization 

The repayment of principal from scheduled mortgage payments that exceed the interest due.

Appraisal 
A written estimate of a property's current market value prepared by an appraiser.

Buy-down 
A permanent buy-down is the payment of points in exchange for a lower interest rate.

Cash-Out Refi 
Refinancing for an amount in excess of the balance on the old loan plus settlement costs. The borrower takes "cash-out" of the transaction.

Closing 
On a home purchase, the process of transferring ownership from the seller to the buyer, the disbursement of funds from the buyer and the lender to the seller, and the execution of all the documents associated with the sale and the loan.

Closing Costs (aka Settlement costs) 
Costs that the borrower must pay at the time of closing, in addition to the down payment.

Co-Borrowers 
One or more persons who have signed the note, and are equally responsible for repaying the loan.

Credit Score 
A single numerical score, based on an individual's credit history, that measures that individual's credit worthiness. Credit scores are as good as the algorithm used to derive them. The most widely used credit score is called FICO

Default 
Failure of the borrower to honor the terms of the loan agreement.

Equity 
In connection with a home, the difference between the value of the home and the balance of outstanding mortgage loans on the home.

Escrow 
An agreement that money or other objects of value be placed with a third party for safe keeping, pending the performance of some promised act by one of the parties to the agreement.

Fannie Mae/ Freddie Mac 
The two Federal agencies that purchase home loans from lenders.

Good Faith Estimate 
The form that lists the settlement charges the borrower must pay at closing, which the lender is obliged to provide the borrower within three business days of receiving the loan application.

Mortgage 
A written document evidencing the lien on a property taken by a lender as security for the repayment of a loan.

PMI  (not all loans have PMI)
Private mortgage insurance, as distinguished from insurance provided by government under FHA and VA

Pre-approval 
A commitment by a lender to make a mortgage loan to a specified borrower, prior to the identification of a specific property. It is designed to make it easier to shop for a house.
 
Processing
Compiling and maintaining the file of information about a mortgage transaction, including the credit report, appraisal, verification of employment and assets, and so on. The processing file is handed off to underwritingfor the loan decision.

Refinance 
Paying off an old loan while simultaneously taking a new one.

Short sale 
An agreement between a mortgage borrower in distress and the lender that allows the borrower to sell the house and remit the proceeds to the lender. It is an alternative to foreclosure, or a deed in lieu of foreclosure.

Term (Length)
The period used to calculate the monthly mortgage payment.

Underwriting 
The process of examining all the data about a borrower's property and transaction to determine whether the mortgage applied for by the borrower should be issued.

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