Types of Loans

 

Types of Loans

30 Year Fixed Rate Mortgage
20 Year Fixed Rate Mortgage
15 Year Fixed Rate Mortgage
Adjustable Rate Mortgage
7/1 ARM
5/1 ARM
3/1 ARM
1/1 ARM
2/1 Buy Down Mortgage
5 Year Balloon

30 Year Fixed Conforming - Program Description
This loan has a fixed rate for the lifetime of the loan with no pre-payment penalty. The traditional thirty-year fixed-rate mortgage has a constant interest rate, so that your monthly payment does not change. This may be a good choice if you plan to stay in your home for seven years or longer. If you plan to move within three to five years, then adjustable-rate loans are usually cheaper. When interest rates are low, fixed-rate loans are generally not that much more expensive than adjustable-rate mortgages and may be a better deal over time, because you can lock in the rate for the life of your loan.
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20 Year Fixed Conforming - Program Description
This loan has a fixed rate for the lifetime of the loan with no pre-payment penalty. The traditional twenty-year fixed-rate mortgage has a constant interest rate, so that your monthly payment does not change. This may be a good choice if you plan to stay in your home for seven years or longer. The 20-year fixed mortgage is great for faster equity build up without the higher monthly payments of a 15-year fixed mortgage loan. If you plan to move within three to five years, then adjustable-rate loans are usually cheaper. When interest rates are low, fixed-rate loans are generally not that much more expensive than adjustable-rate mortgages and may be a better deal over time, because you can lock in the rate for the life of your loan.
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15 Year Fixed Conforming - Program Description
This loan is fully amortized over a fifteen-year period and features constant monthly payments for the term of the loan. There are no pre-payment penalties. The 15-year fixed mortgage is great for faster equity build up. You can pay-off your loan in half the time and at a slightly lower rate than a 30-year mortgage. By cutting, your loan in half you can save up to $200,000 in interest payments over the lifetime on the average mortgage loan. The disadvantage is that, with a 15-year loan, you commit to a higher monthly payment. Many borrowers opt for a 30-year fixed-rate loan and voluntarily make larger payments that will pay off their loan in 15 years. This approach is often safer than committing to a higher monthly payment, since the difference in interest rates is not that great.
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Adjustable Rate Mortgage (ARM)
Fixed rate mortgages were the standard of the lending industry for decades. But high inflation in the 1970s and high interest rates in the early 1980s made fixed rate mortgages much less attractive both to borrowers and lenders. High interest rates caused mortgage rates to soar beyond the reach of many consumers. To alleviate this situation, the adjustable rate mortgage provided consumers with lower interest rates. These lower rates make housing more affordable. In addition, the borrower may qualify for a larger loan based on current income in relation to payments in the loan's early years. In recent times, we have seen that an ARM mortgage is about the same interest rate as a 30 Year Fixed Mortgage. Depending upon your mortgage need, we can determine if an adjustable rate mortgage is beneficial for you. When it comes to ARMs there's a basic rule to remember...the longer you ask the lender to charge you a specific rate, the more expensive the loan.

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7/1 ARM
A "7/1 ARM" has a fixed monthly payment and interest rate for the first seven years. The loan then turns into a traditional adjustable-rate loan based on then current rates for the remaining 23 years. After the seventh year, the interest rate may adjust accordingly to market conditions. Depending on market conditions, your interest rate may go up or down. Usually, adjustable rate mortgages have a ceiling where the interest rate can only increase by 2% each year with a maximum increase of 6% for the life of the loan. Keep in mind that the average person kept their mortgage loan for 4.17 years in 1997. Most people refinance every 5 to 7 years since their financial situation changes due to debt consolidation, college education, home improvements, or interest rates lower.
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5/1 ARM
A "5/1 ARM" has a fixed monthly payment and interest rate for the first five years. The loan then turns into a traditional adjustable-rate loan based on then current rates for the remaining 25 years. After the fifth year, the interest rate may adjust accordingly to market conditions. Depending on market conditions, your interest rate may go up or down. Usually, adjustable rate mortgages have a ceiling where the interest rate can only increase by 2% each year with a maximum increase of 6% for the life of the loan. It is a good choice for people who expect to move (or refinance) before or shortly after the interest rate adjustment occurs.
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3/1 ARM
A "3/1 ARM" has a fixed monthly payment and interest rate for the first three years. The loan then turns into a traditional adjustable-rate loan based on then current rates for the remaining 27 years. After the third year, the interest rate may adjust accordingly to market conditions. Depending on market conditions, your interest rate may go up or down. Usually, adjustable rate mortgages have a ceiling where the interest rate can only increase by 2% each year with a maximum increase of 6% for the life of the loan. It is a good choice for people who expect to move (or refinance) before or shortly after the interest rate adjustment occurs.
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1/1 ARM
A "1/1 ARM" has a fixed monthly payment and interest rate for the first year. The loan then turns into a traditional adjustable-rate loan based on then current rates for the remaining 29 years. After the first year, the interest rate may adjust accordingly to market conditions. Depending on market conditions, your interest rate may go up or down. Usually, adjustable rate mortgages have a ceiling where the interest rate can only increase by 2% each year with a maximum increase of 6% for the life of the loan. It is a good choice for a people who want the lowest payment possible the first year. Additionally, people who know that they will pay a large principle reduction to reduce their mortgage balance within one year may want to go with a 1/1 ARM.
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2/1 Buy Down Mortgage
The 2/1 Buy-Down Mortgage allows the borrower to qualify at below market rates so they can borrow more. Usually, the initial starting interest rate is 1% to 2% below the 30 Year Fixed Conforming interest rate. The below market interest rate equivocates into lower payments the first couple of years of the loan. The initial starting interest rate increases by 1% at the end of the first year and the rate will adjust again by another 1% at the end of the second year. It then remains at a fixed interest rate for the remainder of the loan term. Borrowers often refinance at the end of the second year to obtain the best long-term rates. However, keeping the loan in place even for three full years of more will keep their average interest rate in line with the original market conditions.
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5 Year Balloon Mortgage
Balloon Loans are short-term loans (usually five years or less) that become due at a predetermined date. On that date, the full outstanding loan balance must be repaid.
Borrowers find these loans attractive during times of high interest rates. Lenders offer the loans at lower rates than fixed rate loans because of the short term. Borrowers often plan to refinance these loans when they come due rather than pay them off. If rates have lowered considerably by that time, the borrower has saved a considerable amount of interest.
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