TYPES OF LOANS
Fixed
Rate Loans
Fixed
rate loans have a fixed interest rate over the life of the loan, e.g. 15-30
years. They are broken into two basic categories, Conforming, up to $359,650,
and Jumbo, in excess of $359,650. Conforming interest rates are generally
lower than Jumbo and usually require complete income, asset and credit documentation.
Jumbo loans can be provided with full, limited or no documentation except
credit. It should be noted that conforming loan amounts can be funded on Jumbo
pricing according to the Jumbo loan’s underwriting guidelines.
Some fixed rate programs are available with an initial interest only period, usually 10 years. After the interest only period, the loan re-amortizes over the remaining term of the loan, usually 20 years.
Variable
Rate Loans or ARMs
Variable
rate loans provide terms where in the interest rate/payment can adjust at
predetermined intervals over the life of the loan. There are always rate adjustment
caps, which provide limitations that protect the borrower from excessive payment
adjustments.
Traditional variable rate loans have a variety of introductory periods ranging from 1 month to 10 years. Interest only ARM programs are available. Generally speaking, the interest only period corresponds with the introductory rate period, and then is amortized over the remaining term of the loan.
Variable rate loans are generally written with a term of 30 years. There are a few loan products available, which are amortized over a 40-year term.
Option
ARM, Pick-A-Payment or Neg-Am Loan
These
loans are a type of variable rate loan with potential negative amortization.
The interest rate fluctuates monthly. Each month 3 payment options are available.
1. The minimum payment, which is amortized over the term of the loan using
the start rate (the minimum payment can adjust annually and usually limited
to an increase of 7.5% of the prior minimum payment).
2. The interest only payment, which would cover all accumulated interest for
the month billed. If this payment is more than the minimum payment and you
choose only to make the minimum payment, the outstanding interest that you
did not pay will be added to the balance of your loan, thus causing negative
amortization.
3. The fully amortized payment would be a principal and interest payment.
If you always made this payment, your loan would be paid off at the end of
your loan term.
Balloon
Loans
These
loans have either interest only or amortized payments. At some pre-specified
point in time the remaining principle balance is all due and payable.
Share
Loans
Loans secured
by stock in a Residential Stock Cooperative or an Ownership Certificate in
a common interest subdivision. Both fixed and variable rate loans can be available.
Community
Apartment Owners Association Loans
Better
known as Own-Your-Own Apartments, are limited at this time to Variable Rate
loans.
Construction
Loans
Single
close, or permanent construction loans are one of our specialties. These loans
can be fixed or variable rate loans. There is one closing that covers the
construction of the property and fully amortized permanent loan.
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