| The best financial deals are found only after a | | | | future or require the flexibility to make large, lump-sum |
| thorough investigation into home loans and mortgages. | | | | payments before maturity choose these kinds of |
| Many people dream of owning their own home, but the | | | | mortgages. Closed mortgages are committed after |
| high cost of homes generally requires a home | | | | taking into consideration specific terms. If you want to |
| mortgage to make it a reality. A mortgage is just like | | | | pay off the mortgage balance you will have to wait |
| any other product; thus whether it is a home purchase, | | | | until the maturity date or pay a penalty. |
| refinancing or a home equity loan, the price and terms | | | | 4) Conventional or high ratio |
| of a mortgage can be negotiated. If you decide to | | | | A conventional mortgage is one that is not more than |
| apply for a home equity loan, you shouldn't necessarily | | | | 75% of the appraised value of purchase price of the |
| automatically go with the same bank that holds your | | | | property. The balance amount is paid through your |
| first mortgage. Instead, shop around to find the best | | | | own resources and is known as down payment. If you |
| rates and loan terms. Finding the right loan is always a | | | | have to borrow more than the stipulated 75%, then |
| challenge; it requires checking different lenders and | | | | you will need a high ratio mortgage. If the down |
| comparing options to select the home equity loan that | | | | payment is less than 25%, the mortgage will have to |
| best meets your needs! | | | | be insured. The insurer will charge a fee which will |
| There are different types of mortgages today to suit | | | | depend on the amount you are borrowing and the |
| different classes of people. To make life easier for the | | | | percentage of your down payment. Fees range from |
| old and the retired, the government has even | | | | 1% to 3.5% of the principal amount and can be paid up |
| introduced reverse mortgages. This type of mortgage | | | | front or added to the principal amount of the mortgage. |
| is a loan against the home that does not have to be | | | | REVERSE MORTGAGES: |
| paid back as long as the owner is alive and living in the | | | | Unlike a traditional mortgage where you make monthly |
| home, and at the same time provides income to the | | | | payments to a lender, in a “reverse” |
| owner. | | | | mortgage, you receive money from the lender. It is a |
| Until recently, bad credit was something of a mystery. | | | | loan against your home or borrowings on home equity, |
| However, after the establishment of the FICO score, a | | | | which you do not have to pay back as long as you |
| uniform credit scoring agency, measuring people's | | | | live there and yet, retain the title to your home. It must |
| credit behavior has become easier. Your future credit | | | | only be repaid once you die, sell your home or |
| behavior can more easily be predicted based on this | | | | permanently move out of there. With a reverse |
| data. Most lenders use the FICO score as a starting | | | | mortgage the value of your home can be turned into |
| point when deciding whether or not to extend credit to | | | | cash which you can receive as a lump sum and up |
| you. Moreover, if you don't pay your monthly mortgage | | | | front, monthly cash advance, credit line which allows |
| payments, the mortgage company can foreclose | | | | you to withdraw as and when you need it or a |
| leading you to lose your home and affecting your | | | | combination of all. |
| creditworthiness in the future. | | | | Reverse mortgages thus help homeowners who are |
| In a rapidly changing economic scenario it is often | | | | privileged to own a house but are cash strapped stay |
| difficult to keep up with the complexities of the financial | | | | in their homes and still meet their financial obligations. |
| world. We at have made every effort to elucidate and | | | | Reverse mortgage is for seniors. To be eligible for |
| enunciate in simple terms, matters related to money | | | | most reverse mortgages, you must own your home |
| and mortgage. is a comprehensive site offering free | | | | and be 62 years of age or older. The proceeds of a |
| and unbiased information on home loans, conventional | | | | reverse mortgage are generally tax-free, and most |
| mortgages, bad credit mortgages, home equity loans | | | | have no income restrictions. They also do not affect |
| and reverse mortgage. So go through to in detail and | | | | Social Security or Medicare Benefits. |
| make an informed decision on all matters concerning | | | | There are typically three types of reverse mortgages: |
| money and mortgage. | | | | • Single purpose reverse mortgage– these |
| Selecting a Mortgage | | | | are offered by some state and local government |
| Selecting a mortgage is not only time consuming but | | | | agencies and nonprofit organizations and have very |
| confusing, given the large variety of loan packages on | | | | low costs. To qualify, one should typically belong to a |
| offer in the market today. With different mortgage | | | | low or moderate-income group. They are not available |
| rates, varied costs and fees and multiple terms and | | | | everywhere and can only be used for a single |
| conditions, you need to be well informed to make the | | | | purpose as specified by the lender like repairs, |
| correct decision about which mortgage is best suited | | | | improvements, paying property taxes etc. |
| for you. | | | | • Federally-insured reverse mortgages- which are |
| Among other things, mortgage rates are extremely | | | | also known as Home Equity Conversion Mortgages |
| important while selecting a mortgage. Interest rates | | | | (HECMs), and are backed by the U. S. Department of |
| fluctuate depending on different factors that influence | | | | Housing and Urban Development (HUD) and |
| the economy like prime rate, Treasury bill rates, federal | | | | • Proprietary reverse mortgages- which are |
| fund rate, federal discount rate and certificate of | | | | private loans that are backed by the companies that |
| deposit rate etc. If the economy is doing well and the | | | | develop them. |
| demand for mortgages is high, the interest rates will | | | | In both, the HCEMs and proprietary reverse |
| also see a climb. On the other hand, if the demand for | | | | mortgages, the costs are relatively higher, widely |
| mortgages is low in a poor economy the interest rates | | | | available and can be used for any purpose. Additionally, |
| will drop as well. | | | | the amount of money you can borrow with these |
| However, there are several other factors that are as | | | | mortgages depends on several factors, including your |
| or perhaps more important than interest rates that | | | | age, type of reverse mortgage you select, appraised |
| determine which mortgage is right for you. These | | | | value of your home, current interest rates, and the |
| primarily include your financial situation such as income, | | | | area where you live. In general, the older you are, the |
| savings and liquidity, your housing needs and duration | | | | more valuable your home, and the less you owe on it, |
| of stay, the level of risk you are willing to take as well | | | | the more money you can get. |
| as the term of your loan. All these factors need to be | | | | Just like a traditional mortgage, there are several fees |
| considered equally and balanced with one’s | | | | and costs associated with reverse mortgages. These |
| present position and future goals. | | | | charges include an origination fee, up-front mortgage |
| Before you decided on which mortgage is best for | | | | insurance premium (for the FHA Home Equity |
| you, you will need a mortgage lender approval who | | | | Conversion Mortgage or HECM), an appraisal fee, and |
| based on your credit rating will offer you a loan that he | | | | certain other standard closing costs. In most cases, |
| feels is within your reasonable risk limits. The mortgage | | | | these fees and costs are capped and may be |
| lender will take into consideration your ability to pay | | | | financed as part of the reverse mortgage. |
| and then adjust your interest rates, points, terms etc | | | | Origination fee |
| accordingly. Only after this will you be able to select a | | | | This fee covers a lender’s operating expenses, |
| mortgage that fits your requirements both, personally | | | | office overheads and marketing costs for making the |
| as well as financially. You can go in for mortgage | | | | reverse mortgage. Home Keeper borrowers are |
| refinancing at the end of the term if such a need | | | | charged an origination fee that may not exceed 2 % |
| arises. | | | | of the value of the home. |
| BASIC FEATURES WHILE SELECTING: | | | | Mortgage insurance premium |
| 1. Interest rate – fixed or variable: | | | | Under the HECM program, borrowers are charged a |
| In a fixed rate mortgage your interest rate will not | | | | mortgage insurance premium (MIP), equal to 2% of the |
| change during the entire duration of your loan. This will | | | | maximum claim amount or home value, whichever is |
| enable you to know exactly what your periodic payout | | | | less Additionally there is an annual premium thereafter |
| is and how much of the mortgage will be paid off at | | | | equal to 0.5% of the loan balance. The MIP guarantees |
| the end of the term. | | | | that if the company managing your account goes out |
| • Federal Housing Administration Insured Loans | | | | of business, the government will intervene to ensure |
| (FHA) | | | | that you have continued access to your loan funds. |
| • Veterans Administration Loans (VA) | | | | Moreover the MIP guarantees that your debt will never |
| • Farmers Home Administration Loans (FmHA) | | | | exceed the value of your home at the time of |
| With a variable rate, the interest will vary periodically | | | | repayment. |
| during the life of the loan, depending on interest rates in | | | | Appraisal fee |
| financial markets. | | | | It is paid to the appraiser who is in charge of appraising |
| 2) Duration of mortgage: short term or long term | | | | your home and assigning it a current market value. |
| The duration of mortgage is the length of current | | | | Since Federal regulation mandate that the home be |
| mortgage agreement. A mortgage typically has | | | | free of structural defects, an appraiser will also ensure |
| duration of six months to ten years. Usually, if the term | | | | as much. If the appraiser uncovers property defects, |
| of the loan is short, the interest rates will tend to be | | | | these will have to be repaired through an independent |
| low. A short term mortgage is for two years or less | | | | contractor whose costs can be financed in the loan. |
| and is appropriate for people who feel that the interest | | | | Closing Costs |
| rates will drop in the future, especially when it is time | | | | Include other miscellaneous charges such as credit |
| for renewal. A long term mortgage is for three years | | | | report fees, flood certification fees, escrow or |
| or more and most suited for people who believe that | | | | settlement fees, document preparation fees, recording |
| current rates are stable and reasonable and want the | | | | and courier fees, title insurance, pest inspection and |
| security of budgeting for the future. After the | | | | survey fees. |
| expiration of the term loan, you can either go for a | | | | Service fee set-aside is an amount deducted from the |
| renewal in mortgage at the current rates or repay the | | | | remaining loan proceeds at closing to cover the |
| balance principal owing on the mortgage. | | | | projected costs of servicing your account. |
| 3) Open or closed mortgages | | | | The benefits of reverse mortgages are plenty. |
| Open mortgages are typically short-term loans and | | | | Reverse mortgage for seniors is a boon and allows |
| can be paid off at any time without penalty. | | | | the older generation to live with dignity and happiness. |
| Homeowners who are planning to sell in the near | | | | |