Types of Financing

There are literally hundreds of financing options available to home purchasers and numerous ways to categorize them.  Below are some of the most common:

A.  Conventional Loans

Conforming or Jumbo -- This refers to the amount of the loan.  The secondary market periodically sets the upper limit for conforming loans ($417,000 in northern Illinois).  Loans above this amount are jumbo loans and will typically have a higher interest rate. 

Fixed-rate or Adjustable rate -- Somewhat self explanatory, a fixed-rate loan has the same interest rate and monthly payment for the life of the loan, typically 15 or 30 years.  The payment for an adjustable rate mortgage (ARM) will adjust based on predetermined intervals and indices. There many ARM options, the most common being a one-year and a three-year adjustable.  Other popular ARM’s will be fixed for the first 3 or 5 years and then adjust annually for the life of the loan.  By law, ARM’s have limits or “caps” on how much the interest rate may change in one year and over the life of the loan. Most ARM’s have a 30-year amortization.

Insured or Uninsured – This refers to the amount of down payment, specifically the ratio of mortgage amount to purchase price (“loan to value” or LTV). If a buyer has less than 20% down payment (loan is more than 80% LTV), a lender will require private mortgage insurance (PMI) which will be reflected in a higher interest rate and more closing costs.  An uninsured loan has a loan to value of 80% or less.

B.  FHA and VA Loans -- These loans are either guaranteed or insured by an agency of the federal government.  They are primarily used by veterans and/or purchasers with little or no down payment. Underwriting standards are generally more lenient than those of conventional loans, but these loans often require more “red tape”.   FHA loans canot exceed $410,000 and typically require at lease 3.5% down payment, while veterans may qualify for VA loans with no down payment.

C.  Interest Only – As the name implies, these are loans for which the borrower only pays monthly interest (as opposed to principal and interest).  The monthly payment is lower, but the loan balance never goes down. These are typically used for shorter terms or if keeping the payment lower is a necessity. 

D.  Seller Financing – It is typically in the form of “Articles of Agreement for Warranty Deed” (“contract sale”) or a Purchase Money Mortgage (where the seller acts as lender in the transaction).  Seller financing is very rare in the current market since other financing is so readily available at low rates.

Current interest rates are at historically low levels, so most buyers are opting for 15- or 30-year, fixed-rate loans. There are often good reasons to explore alternatives, however.    Your CENTURY 21 Kreuser and Seiler agent can help you choose the financing that is best for you and/or refer you to a good lender for additional information, pre-qualification or pre-approval.

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