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Help With Your Mortgages Questions

Different Types of Mortgages

Two of the most common mortgages are the adjustable-rate mortgage and the fixed-rate mortgage.

Fixed-rate Mortgage

•The Fixed-rate mortgage has an interest rate that stays constant throughout the life of the loan. If, for example, the loan is termed for 15 years, the interest rate will be fixed to the initial one, regardless of the increase or decrease of the market rates.

•There are different pros and cons to the periods of the Fixed-rate mortgage. For instance, the 30-year-fixed rate may be a good option for people who do not plan to sell their home for many years, as the payments will usually be the same. The downside, however, is that interest rates are at their highest level with this option, as compared to shorter payment scheme of 20-year and 10-year-fixed-rate.

Adjustable-rate Mortgage

•The Adjustable-rate mortgage has terms where the interest rate may change at the end of pre-determined intervals. For instance, if the agreement says interest change in periods of six months, then the rate will assume the market rates after the six months period.

This can be a blessing or a curse, depending on the market. Most adjustable-rate mortgages have an interest rate cap that protects them at a certain point from adverse market rates.

Usually Adjustable-rate mortgages are for terms of 2-5 years, but can be longer or shorter. At the end of the agreed period, the interest rate will become variable, unless the home is sold or refinanced. If that is likely, the lower interest rates of the ARM loan will be a benefit.

The starting interest rate for Adjustable-rate mortgage is sometimes a couple of percentage points lower than the interest offered in Fixed-rate, but because of market fluctuation, it can go several points higher in a course of a few years.

Balloon Mortgage

Though not as well-known as the first two, the balloon mortgage allows that borrowers may make fixed amount payments for a certain period of time, and then make one large payment, or balloon payment towards the end of the loan.

If you are planning to sell off the property or to refinance it to buy another property eventually, the balloon mortgage is a good option.


Graduated Payment Mortgage

The graduated payment mortgage is similar to the balloon mortgage, except that the borrower is not required to make a large payment at the end of the payment period. Often with a graduated payment mortgage, the payments start off small. The payments will then gradually increase until they reach a stable point.

Reverse Mortgages

•A reverse mortgage is a special type of loan that seniors can sometimes get to convert the equity in their homes to cash. Many reverse mortgages allow loan advances, which are not taxable, and generally do not affect Social Security or Medicare benefits.

•Originally designed for retirees who have insufficient incomes, reverse mortgages have typically been used to help people on low fixed incomes keep their homes and still make ends meet.

Elderly homeowners can retain title to their homes until they move, sell the home, die, or reach the end of the loan term. They could be in a nursing home or other medical facility for up to 12 months before the reverse mortgage would be due.

•Reverse mortgages tend to be more expensive than other loans because they are rising-debt loans. This means the interest is added to the principal loan balance every month. The total amount of interest owed increases significantly with time as it compounds.

•Reverse mortgages use up all or some of the equity in a home. That leaves fewer assets for the homeowner or heirs. Lenders generally charge origination fees, closing costs and sometimes, servicing fees.

•Interest on reverse mortgages is not a tax deduction until the loan is paid off in part or entirely. Because homeowners retain title to their home, they are still responsible for taxes and insurance.


Investment-backed Mortgage

Investment-backed mortgages are a type of loan where it is not necessary for the borrower to pay down the balance during the term of the contract. Instead, they accumulate an investment with the idea of making the payment in the future. With this plan, only the interest is paid on a monthly basis.

There is no guarantee that the investment will be sufficient to cover the balance at the time of maturity, and therefore they could lose their property. Obviously, this is high-risk. Investment-backed home mortgages do offer some advantages, however, due to the fact that they are a cheaper way for buyers to take advantage of low mortgage rates.

Doing Research on the Internet

Personal Security

Particularly when getting quotes and doing research on the internet, do not give any personal information unless there is a clearly displayed guarantee that your information will not be shared. This way, you will not be vulnerable to fraud and will not be barraged with unsolicited offers.


Online Rate Calculators

Online mortgage calculators can help you make informed decisions about the type of mortgage that best suits you. They will also help you gauge the amount of mortgage that you can actually afford to repay.

Online mortgage calculators can help you to determine what mortgage amount is affordable now and in the near future; determine monthly payments by calculating loan amount, length of loan, interest rates, and terms; compare different mortgage products; compare length of loan benefits; determine how extra payments will help you decrease the number of years of the mortgage payments.

Before you make any decision about the mortgage process, find and use one of the hundreds of online loan and mortgage calculators. Here are a few places you might look: Bankrate.com, Calcbuilder.com, Interest.com and HSH.com.


Competition is a Good Thing for You

Try to get a company that is not a lending institution itself, but merely an information source. As such, they will have multiple providers who are competing for your business. This is to your advantage because it reduces the time and effort in searching for a lender and may result in better rates.

Be in Charge

When you do get to the point of contacting different lenders, be sure to make it clear you are 'just shopping' and comparing at this point and not ready to make a commitment. Since they will not want to lose you to the competition, they may go to greater lengths to get you a better rate than their competitors may. The best of this is they may offer to 'go one better' than the lowest rate you find.

No Commitment

'Just looking' is just that. Do not feel obligated when someone gives you a quote. Even if you think they are best, tell them you will call them back when you make a choice between all of the options you are considering. Do not be pressured and take your time.


The Government May be Able to Help You

Government loans may help lower the costs of mortgages. One of the agencies is the Federal Housing Administration, which is part of the Department of Housing and Urban Development. The FHA offers a financing program for mortgages that has significantly lower interest rates.

The FHA will not be paying for the loan, but will serve as your guarantor. This allows people who may not otherwise qualify for a loan to be eligible.

Other agencies like the Veterans Administration and the Rural Housing Service, offer help to these markets.

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