Understanding the Loan to Value Ratio

These days many renters are taking advantage ofshorten the term of the mortgage loan.
the present low level of interest rates to get into aIt is fairly easy to calculate the loan to mortgage ratio. It
home of their own. In addition, many currentsimply requires knowing approximately how much your
homeowners are taking advantage of those samehome is worth, the amount of the outstanding
low interest rates to refinance their home mortgagemortgage and the amount of the original down
loans at more favorable interest rates.payment. For our exercise we will use a home value
Therefore, whether you are a current renter movingof $150,000. The approximate value of your home can
into a home of your own or a long time homeownerbe estimated by looking at what similar homes in your
seeking a lower interest rate, it is important toneighborhood have sold for.
understand one of the most important financialWhen calculating the loan to value ratio, the first step is
formulas - the loan to value ratio.to take the original purchase price of the home, in this
The easiest way to understand the loan to value ratiocase $150,000 and subtract out the amount of the
is that it represents the relationship between theoriginal down payment. For this exercise we will use a
amount of the outstanding mortgage as compared todown payment of $20,000.
the current value of the home. Since housing pricesThe loan to value ratio is calculated by subtracting the
have been rising very fast in many areas of the$20,000 down payment from the purchase price of
country, many current homeowners have built up quite$150,000. In this case the resulting number is $130,000,
a bit of equity in their homes.which represents the $150,000 purchase price minus
Many homeowners, for instance, find themselves in thethe $20,000 down payment. Dividing the $130,000 loan
happy circumstance of owning a home that is worthamount by the $150,000 purchase price gives us a loan
substantially more than they paid for it, or substantiallyto value ratio of 0.87, or 87%.
more than they owe on it. This means that theIt is important to know your loan to value ratio, since
homeowner has equity that can be used to borrowthis number will be important to lenders any time you
additional funds, refinance the mortgage or evenapply for a loan.