FHA Streamline Refinance is Like a Stated Income Loan

Homeowners with a current FHA mortgage haveinterest payments
something that others don't, that is the opportunity toWhen getting an FHA streamline refinance without
refinance with no income verification, using an FHAusing a new appraisal, the maximum loan amount will
streamline refinance.be determined by using the lesser of the following two
A stated income loan seemed to be a thing of thecalculations:
past but, FHA will streamline a mortgage refinance to1. The original principal balance of the existing FHA
reduce the documentation and underwriting normallymortgage, plus the new up front mortgage insurance
required. That means no tax returns, W-2 forms, orpremium, which is currently 1.5% on a streamline
pay stubs, and no bank statements to verify assets.refinance.
Also, FHA does not require a credit report, but some2. The existing FHA mortgage, plus closing costs,
lenders may require one for pricing the rate. Aprepaid taxes, insurance, interest, and the new up front
verification of mortgage is required to determine if themortgage insurance premium. Subtract refund of old
loan is delinquent, which is not allowed.premium.
Another potential benefit of the FHA streamlineWhen using a new appraisal for an FHA streamline
refinance program is that a home appraisal may notrefinance, the maximum loan amount will be
be needed. So, in addition to being like a stated incomedetermined by the lesser of the following two
loan, without verifying income or assets, this loan cancalculations:
also eliminate value as an obstacle, especially in a1. The appraised value multiplied by the maximum loan
declining housing market.to value percentage, which usually ranges from 97%
As with all government programs, there are certainto 97.75% depending on the state and the loan
rules and limitations that determine if a refinance will fitamount.
into the FHA streamline guidelines, including the2. The existing FHA mortgage, plus the closing costs,
following:prepaid property taxes, hazard insurance, up to 30
1. The current mortgage to be refinanced must alreadydays interest, and subtract any refund of insurance
be FHA loanpremium.
2. The subject property must be the borrower'sIf there is a line of credit or second mortgage on the
primary residencehome, the lien holder must agree to re-subordinate their
3. The current mortgage to be refinanced should notloan regardless of the combined loan to value. The
be delinquenttotal amounts of the first and second mortgages can
4. The streamline refinance only allows a maximum ofexceed the normal loan to value and the maximum
$500 cash outmortgage limit.
5. The refinance must result in reducing principal and