INTRODUCTION TO MORTGAGES

 

Once a simple task that meant comparing the fixed interest rate mortgages of a dozen or so lenders, the mortgage search today is more like finding your way through a maze. There are dozens of loan types, hundreds of loan programs and thousands of mortgage brokers, bankers, lenders, finance companies, credit unions, even stock brokerage firms originating loans.

 

Because there is so much to learn, finding a mortgage that fits does not begin with an application, but education. If there is only one aspect of the home buying transaction you take the time to learn in detail, make it mortgages.

 

Examine your finances

 

First, lets compare fixed-rate mortgages with adjustable rate mortgages to determine which type best fits your current financial lifestyle and, to some extent, your future obligations 15 to 30 years down the road. Then learn how much of a mortgage you can afford. Lenders are apt to qualify you for as much as they are willing to lend, which can be more than you can really afford. It's up to you to take stock of your income and expenses, both current and projected, to determine what you can comfortably manage each month.

 

Along with your mortgage payment of interest and principle, remember to add related insurance costs, taxes, homeowner association dues and any other costs. Also, obtain copies of your credit reports from all credit reporting agencies. Obtaining your credit report in advance gives you time to challenge missing information, errors or other discrepancies. If necessary, you can put a statement on your credit report to explain any blemishes you cannot cure. Lenders will most likely ask you to explain problem areas on your credit record anyway, so be prepared. Your attention to these blemishes will let the lender know you are conscientious about your finances.

 

Shopping for lenders and loans

 

When you are ready to shop for a loan you have two basic choices -- direct lenders and mortgage brokers. Direct lenders have money to lend. They make the final decision on your application. Brokers are intermediaries who, like you, have many lenders from which to choose. If you have special financing needs and cannot find a loan to suit them, an experienced broker may be able to ferret out the financing you need.

 

Along with shopping the source, you will also have to shop loan costs, including the interest rate, points (each point is one percent of the amount you borrow), prepayment penalties, the loan term, application fees, credit report fee, appraisal costs and a host of other costs.

 

Your application

 

Before you actually apply for a mortgage, gather documents necessary to prove claims you will make on the application. The application will ask for information about your job tenure, employment stability, income, your assets (property, cars, bank accounts and investments) and your liabilities (auto loans, installment loans, mortgages, credit-card debt, household expenses and others).

 

The lender will run a credit check on you, but you will have to supply supplemental documentation including paycheck stubs, bank account statements, tax returns, investment earnings reports, rental agreements, divorce decrees, child support proof of insurance and other documentation. If the lender deems you creditworthy, they will hire a professional appraiser to make sure the value of the home you are about to buy is commensurate with your loan amount.

 

 

Lock it down

 

During your loan application, lock in your interest rate “rate lock”. This is extremely important, especially in a rising mortgage rate market. A rate lock -- in writing - guarantees you a certain interest rate and terms for a given period.

 

·        ·         Lock in all the costs you can, the interest rate and points.

 

·        ·         Set the rate lock ''on application'' rather than ''on approval.'' On approval means you will not know the rate until the loan application is approved. In a rising market, a lock on approval could result in higher mortgage rate then a rate locked in on application.  (Of course, in a market of declining mortgage rates, just the opposite might happen and setting the rate lock on approval could be to your advantage.)

 

·        ·         Along with shopping around for the best mortgage, shop around for both the terms of the lock contract and its cost. Both can vary.

 

·        ·         Your lock-in period should be long enough to allow for settlement, contingencies imposed by the lender or your purchase contract for your new home and other factors that could delay the process. Consider all factors that could delay your settlement, including the time it will take you to provide requested materials about your financial condition, unanticipated construction delays on a new house and so forth.

 

·        ·         Most lock periods range from 15 to 60 days. Anything longer could be cost prohibitive. Ask your lender to estimate (in writing, if possible) the average time for processing loans. Once you lock-in a rate, you must make sure that your loan is approved and closed before the commitment expires. Keep track of your loan application to make sure you do not delay sending additional documents the lender requires.

 

Get Pre-Approved

 

Finally, once the lender approves your loan, you have been pre-qualified for a certain amount, but that does not guarantee you the loan. Pre-qualification indicates you are creditworthy enough to obtain a loan and it lets you know how much the lender is willing to lend you based on your income and debts. Often, the lender has yet to pull your credit report. As a result, it is wise to take the next step and get pre-approved for a specific amount the lender will actually lend you.

 

A pre-approval is the amount the lender guarantees it will lend you, based on a thorough analysis of your application. The pre-approval not only gives you the security of shopping for a home you can afford, but it also tells the seller you are a serious buyer ready with solid financing. That is a negotiating edge you want in any market.  Make sure the lender pre-approves you in writing.

 

 

TYPES OF MORTGAGES

 

When considering the many loan programs you have to choose from, you may find yourself slightly overwhelmed. This section describes the various programs available and helps you decide which program is the best one for you based on your unique situation and the current market conditions.

 

30-Year Fixed Rate Mortgage


This is the most popular and conventional loan program. Your monthly payment is calculated based on the initial interest rate and will never changes for the life of the loan.

The 30-Year Fixed Rate Mortgage is considered the most conservative because there is no risk that changing – interest - market conditions will affect your monthly payment.

 

This loan is probably the right one for you if you do not plan to move or refinance for at least 10 years and you expect interest rates to increase over this time frame or you just like the comfort of knowing that your payment will not change regardless.

 

This loan may also be right for you if you do not expect your income to increase significantly over the next several years.

 

20-Year Fixed Rate Mortgage


Like the 30-Year Fixed Rate Mortgage, this program guarantees that your payment never changes over the life of your loan. Since you are committing to pay off your loan over a shorter period, your monthly payment will be significantly higher than for a 30-Year Fixed Rate Mortgage of the same size.

 

This loan may be right for you if you are interested in paying off your loan more quickly.

 

This loan may also be appropriate if you expect to stay in the home for your duration of your life, or you will be retiring in fewer than 30 years and do not want any mortgage debt at that time.

 

15-Year Fixed Rate Mortgage


This is by far the most aggressive of the Fixed Rate Mortgage options, this loan is paid off in only 15 years, resulting in a much higher monthly payment as compared to a 30- or 20-Year Fixed Rate Mortgage of the same size.

 

This program is for those who can afford the higher monthly payment and are willing to pay more over a shorter period of time with the goal of owning the home without debt as soon as possible.

 

This loan also could be for you if you are very aggressive about owning your home sooner or are close to retirement and wish to remain in your home and start retirement without any mortgage debt.

 

1-Year Adjustable Rate Mortgage


This is a 30-year loan in which the rate (and therefore your monthly payment) changes every 12 months on the anniversary of your loan.

 

This loan is considered quite risky because your payment may change significantly from year to year. In exchange for taking this risk, the borrower is rewarded with an initial rate that is significantly below market rates for 30-, 20- or 15-Year Fixed Rate Mortgages. Even after the loan adjusts, your new rates will typically be below rates being offered to new borrowers for such fixed rate program. In periods of rising interest rates, it is possible that you will ultimately pay much more for a 1-Year Adjustable than a 30-, 20- or 15-Year Fixed Rate Mortgage.

 

This loan may be right for you if you need to qualify for the largest loan possible using your current income and you are confident that your income will increase significantly in the short term to cover any anticipated increases in rates over the next few years. Although this loan comes with adjustment rate caps (usually 2% limit per adjustment and 6% over the lifetime of your loan), you should assume that your first adjustment typically results in an increase in your interest rate.

 

This loan may also be right for you if you can afford any increases in your interest rate and are willing to take a chance on changes in interest rate in exchange for a lower initial monthly payment and, hopefully, low payments in subsequent years.

 

3-Year Adjustable Rate Mortgage


This is a 30-year loan in which the rate (and therefore your monthly payment) changes every three years. Your new rate is calculated based on a predetermined formula.

 

This loan, while risky, is safer than the 1-Year Adjustable Rate Mortgage only because it does not adjust as frequently.

 

This loan may be right for you if you are willing to take on the risk of higher interest rates every three years in exchange for a lower initial rate that cannot change for three years.

 

This loan could be right for you if you expect to move or refinance in about three years.

 

This loan may also be right for you if you wish to qualify for more money now based on your current income and you expect your income to increase over the next three years to cover any adjustment in your monthly payments.

 

Finally, this loan may be right for you if you plan to stay in your home longer than three years and your income will be able to absorb any increases in your monthly payment.

 

5-Year Adjustable Rate Mortgage


This is a 30-year loan in which the rate (and therefore your monthly payment) changes every five years.

 

You might choose this program if you expect to stay in your current home for less than five years.

 

3/1 Adjustable Rate Mortgage


This 30-year loan offers you a fixed interest rate for the first three years and then turns into a 1-Year Adjustable Rate Mortgage for the remaining 27 years of the loan. This loan has recently become quite popular by those seeking to minimize monthly payments while accepting a certain amount of risk.

 

This loan may be right for you if you wish to maximize the amount of loan you qualify for and expect to remain in this home for less than three years.

 

This loan is generally the least expensive way to fix your monthly payment for the first three years of your loan. After that, this loan is like a 1-Year ARM with all of its risks and rewards.

 

5/1 Adjustable Rate Mortgage


This 30-year loan offers you a fixed interest rate for the first five years and then turns into a 1-Year Adjustable Rate Mortgage for the remaining 25 years of the loan. This loan has a longer initial fixed period than the 3/1 Adjustable.

 

This loan may be for you if you fit the profile for the 3/1 Adjustable Mortgage but wish to trade off a higher initial rate for the security of a longer initial fixed period.

 

This loan may be right for you if you wish to maximize the amount of loan you qualify for and expect to remain in this home for less than five years.

 

If you are certain that you will only remain in your home for less than the initial five years, you might want to consider the 5/25 Balloon Mortgage instead.

 

7/1 Adjustable Rate Mortgage


This 30-year loan offers a fixed interest rate for the first seven years and then turns into a 1-Year Adjustable Rate Mortgage for the remaining 23 years of the loan.

 

This loan could be right for you if you plan to remain in this home for at least the initial seven years but consider it likely that you may wish to remain longer and you know that your income will be able to absorb the potentially higher monthly mortgage payments resulting from each yearly adjustment.

 

If you are certain you will only remain in this home for less than the initial seven years, you might want to consider the 7/23 Balloon Mortgage instead.

 

10/1 Adjustable Rate Mortgage


This 30-year loan offers a fixed interest rate for the first 10 years and then turns into a 1-Year Adjustable Rate Mortgage for the remaining 20 years of the loan.

 

This loan may be right for you if you plan to remain in this home for at least the initial 10 years, but consider it likely that you may wish to remain longer and you know that your income will be able to absorb the potentially higher monthly mortgage payments resulting from each yearly adjustment.

 

5/25 Balloon Mortgage


Although your monthly payment is calculated as if you will pay off the loan over 30 years, this loan requires that you completely pay your remaining balance (a significant percentage of your original loan amount) in a single payment after five years.

 

This loan may be suitable for those who will sell their home or plan to refinance on or before the balloon payment date.

 

This loan could be suitable for those who know they will relocate within 5 years, or others who are certain they will not stay in their new home beyond the five-year period.

 

Unlike the 5-Year Adjustable and 5/1 Adjustable, both of which also offer a fixed rate for five years, the borrower often enjoys a lower interest rate for this program because the borrower is not obliging the lender to extend credit beyond the initial fixed period.

 

Note: Some balloon programs offer the borrower a Conditional Right to Re-set which effectively provides for an extension beyond the initial fixed period.

 

7/23 Balloon Mortgage


This is a longer version of the 5/25 Balloon Mortgage. Your monthly payment is calculated based on a 30-year amortization schedule, but you are required to pay off your outstanding balance after seven years.

 

This loan may be for you if you are certain you will be moving or refinancing on or before the seven year deadline and you wish to have the security of a fixed payment amount during this initial period.

 

Note: Some balloon programs offer the borrower a Conditional Right to Re-set which effectively provides for an extension beyond the initial fixed period.

 

 

5/25 Two-Step Mortgage


This 30-year mortgage offers an initial 5-year fixed rate. After this initial period expires, the rate is adjusted once for the remaining 25 years of the loan.

 

You might want to consider this loan if you expect to remain in the home for at least five years, but consider it a possibility that you could remain much longer. Since there is uncertainty about how much your payment will change after year five, you should only consider this program if you expect to be able to afford your post-adjustment monthly payment.

 

If you are certain that you will be moving or refinancing within five years, you could consider the 5/25 Balloon program, but only if there is a significant monthly savings.

 

Note: This Loan is not known to be available in a Jumbo program.

 

7/23 Two-Step Mortgage


This 30-year mortgage offers an initial 7-year fixed rate. After this initial period expires, the rate is adjusted once for the remaining 23 years of the loan.

 

You might consider this loan if you expect to remain in the home for at least seven years, but consider it a possibility that you could remain much longer.  As well, you are comfortable with the prospect of a future adjustment.

 

If you are certain that you will be moving or refinancing within seven years, you could consider the 7/23 Balloon program, but only if there is a significant monthly savings.

 

Note: This Loan is not known to be available in a Jumbo program.

 

2/28 Adjustable Rate Mortgage


This program is a 30-year adjustable program, except that the first adjustment does not occur until two years into the loan. At this point, adjustments are typically made every six months. Ask your lender about the frequency of adjustments, since some 2/28 loans adjust every year.

 

This program is primarily offered for consumers with less-than-perfect credit. The intention of this loan is to allow the borrower two years to improve his or her credit rating, at which point the borrower may refinance at a better rate.

 

3/27 Adjustable Rate Mortgage


This program is like the 2/28 Adjustable Rate Mortgage, except that the initial fixed period is three years instead of two years.

 

Conforming or Jumbo?

 

Conforming refers to loans up to a set amount. Loans over that amount are known as Jumbo loans. This amount, currently $300,600, is set by the Federal National Mortgage Association (Fannie Mae) and is reviewed on a regular basis and then usually adjusted higher.


For most people, the amount of the loan they are seeking is already determined by the amount of down payment they can afford and the sale price of the home (or existing loan balance in the case of a refinance).  However, for those borrowers whose proposed loan amount is near the federally set limit or those who have significant flexibility in determining their down payment, should consider keeping their loan balance below this limit so that they may secure a Conforming loan. Conforming loans are most often offered at lower rates than their Jumbo counterpart.

 

Refinancing

 

Once you have purchased a mortgage, you are not committed to that mortgage for its entire life span or until you move, whichever comes first. At any time (with few exceptions imposed by some lenders unless a pre-payment fee is paid – try to avoid a mortgage with such a fee) you can refinance your loan. In doing so, you will effectively be buying a new mortgage. Therefore you will have to go through the same application process that you had to endure with your original mortgage and you will have to pay similar mortgage closing fees. However, if the new mortgage results in lower monthly payments or the security of a fixed rate mortgage, then you might want to go through the entire process again.

 

 

IS AN ADJUSTABLE RATE MORTGAGE RIGHT FOR YOU?

 

As explained in the previous section, an adjustable rate mortgage (ARM) is one in which the rate changes (the adjustment) on a specified schedule after an initial “fixed” period.

 

An ARM is considered riskier than a fixed rate mortgage because your on-going payments may change significantly after the initial fixed period. In exchange for taking this risk, you are rewarded with an initial rate that is significantly below market rates for 30-, 20- or 15-Year Fixed Rate Mortgages. The more frequent the rate adjustments through the life of the loan, the lower the initial rate. Even after the loan adjusts, new rates will typically be below rates being offered to new borrowers for the 30-, 20- or 15-Year Fixed Rate program. Obviously, it’s best to have an ARM when interest rates are predicted to fall (not rise) because in periods of rising interest rates, it is possible that you will ultimately pay much more for an ARM than for a 30-, 20- or 15-Year Fixed Rate Mortgage.

 

Although somewhat riskier than a fixed rate mortgage, an ARM may benefit you if you have certain needs or find yourself in certain circumstances. In other circumstances, you may be better off with a fixed rate or other type of mortgage. Examine your financial and life situation with the help of your loan officer or financial advisor.

 

An ARM can give a short-term “boost” to your finances

 

Having a low initial fixed rate can free up some money early in your loan term.

 

For the purpose of illustration, we will look at a 1-Year ARM. Remember, this is a 30-year loan in which the rate (and therefore your monthly payment) changes every 12 months on the anniversary of your loan.

 

We will assume a 30-year fixed rate with zero points and a rate of 7.625 percent compared to a 1-Year ARM with zero points and an initial rate of 5.625 percent.  (These rates are not necessarily comparable with today’s actual rates for such programs.)

 

On a $240,000 loan amount, the 30-year fixed rate would yield a monthly payment of $1,698.70. The 1-Year ARM would yield a monthly payment of $1,381.58. That is a difference of $317 per month, or $3,800 over the next year.

 

An ARM can allow you to qualify for “more house”

 

Obtaining an ARM can allow you to qualify for a higher loan amount and therefore a more valuable home.

 

Many people with exceptionally large mortgages get 1-Year ARMs and refinance them every year. The low rate allows them to buy a costlier home yet pay the lowest mortgage payment possible. The down side is that there are costs associated with refinancing. So before you use this option, look at all the costs and do the math yourself or ask for help from your loan officer.

 

An ARM could be beneficial depending on your future plans

 

What are the factors that could cause you to move or upgrade in the next few years? Why obtain a higher-rate 30-year fixed rate mortgage if a job transfer is likely? An ARM with a lower initial rate could be a better (and cheaper) way to go.

 

If you know that you are only planning on living in a property for a short period of time (1-10 years) then the benefits of getting an adjustable rate mortgage are enhanced. You can enjoy the interest and payment benefits with less of the risk. Ask your lender to assist you with the numbers.

 

If you do plan to refinance or sell soon (and therefore pay off the loan), read the loan documents carefully. Some contracts stipulate a penalty for paying off the loan early.  As stated previously, try to avoid such mortgages.

 

What affects the amount of the adjustment?

 

The amount of the rate change (or adjustment) is determined by a mathematical formula based on a particular index, the most common being the 1-Year U.S. Treasury Bill.

 

Your lender does not control the index so it is safe to assume that your adjustment will be fairly determined (although you should always verify your new rate by comparing with published numbers).

 

All adjustable rate mortgages have a lifetime rate cap (ceiling), which limits the amount the interest rate of the loan can increase over the life of your loan. Most adjustable rate mortgages also have a periodic rate cap, which limits the amount of rate increase for each adjustment.

 

 

POINTS

 

Points are one type of fee paid at closing by you to your mortgage lender. There are two types of points; Origination Points and Discount Points. Each point equals 1% of your loan amount. For example, one point on a $100,000 loan would cost $1,000.

 

What is the difference between Origination Points and Discount Points?

 

They differ in where they are applied. Origination points are charged to recover some costs of the loan origination process. Depending on the lending institution, the Origination Point(s) may be negotiable in whole or in part.

 

Discount Points are used to "buy" your interest rate lower. This is known as a rate "buy-down." A general rule of thumb is that one full Discount Point will lower your fixed interest rate 0.250% or your adjustable rate 0.375%. These points lower the interest rate for the entire term of the loan.

 

Is there an advantage to paying one type over the other?

 

Actually, there may be, depending on your tax situation. There is no advantage to paying an Origination Point instead of a Discount Point. However, the Discount Point(s) that you pay may be tax deductible. Unfortunately, Origination Points are not usually tax deductible.

 

The Discount Points are usually deducted under Schedule "A" of your IRS 1040 tax return. If you do not itemize your deductions (by taking the Standard Deduction) for other tax-related reasons, you may not be able to deduct the cost of the points when filing your tax returns. Please consult your tax adviser to determine if you qualify for these deductions.

 

Why do some lenders charge points but others don't?

 

It is up to the individual lender whether or not they charge Origination Point(s). Almost every lender's pricing includes different levels of Discount Points. They may offer options with no points, one point, two points and maybe even more. The more points that you are willing to pay, the lower the interest rate the lender will offer you. It is common for each option to include fractions of points (for example, 1.25 points).

 

Most lenders advertise their zero point interest rates while others list their lowest possible rate with several points attached.

 

When comparison shopping for the best mortgage, make sure that you know all fees that are being charged. A lender offering 7.000% + one Discount point but zero Origination Points may be a better deal than the lender offering the same rate with zero Discount Points but 1.500 Origination Points. Both types of points are calculated using the same formula. Before making a final decision, look over all details of the offer, not just the interest rate.

 

 

PRIVATE MORTGAGE INSURANCE (PMI)

 

Private Mortgage Insurance (PMI) is required on all loan transactions where the loan-to-value ratio is 80% or greater. This means that if you bought your house for $200,000 and had a down payment of less than $40,000, you pay PMI.

 

PMI insures the lender - not you - against your default on the loan. Because statistics show that borrowers who put down less than 20% are more likely to default on the loan, lenders require PMI so that they will recoup their investment in case of default. Under normal circumstances, the lender will not make a loan with less than a 20% down payment. However, they are willing to take the risk as long as you pay PMI.

 

How do you get rid of PMI?

 

PMI is of concern to the borrower because, unlike mortgage interest, PMI is not tax deductible. You pay it and you never see a dime of it again. For this reason, you will want to get rid of it as soon as possible.

 

When can you stop paying PMI? By law, the lender cannot force you to keep PMI once the loan-to-value has gone below 80%. However, your phone will not ring the moment you have paid the balance below the level requiring PMI. So what you want to do first is to take a look at your most recent mortgage statement and divide the remaining principal balance by the original purchase price of your home. If that number is below 80%, call the lender and find out their procedure for removing PMI.

 

If you have not been paying on the loan for very long, you still may qualify for having PMI removed by virtue of appreciation. If allowed by your lender without you having to refinance your mortgage, your lender probably will require a full appraisal, which will you will be required to pay. But, you will quickly recover this cost by not having to pay the PMI. 

 

Another way to get rid of PMI earlier than normal, is to pay a little extra each month toward the principal to reduce your loan balance.

 

 

 

How can you avoid paying PMI?

 

There are ways of both avoiding PMI and achieving a smaller than 20% down payment.

 

Many lenders offer a loan called an "80/10/10." Instead of one loan, you get two. You will have a first mortgage of 80% of the home's value, a second mortgage of 10% of the home's value, and you will make a 10% down payment.  Some lenders may even offer an 80/15/5.

 

This type of loan may seem outrageous, since you are still borrowing the same amount of money, but the lender in the "first position" is only on the hook for 80%, which is less of a risk than a higher amount. You get the small down payment and the tax-deductible interest. In addition, the total monthly payments are often smaller than one larger loan with PMI.

 

The other way out is to get a loan that builds the PMI into the interest rate. In this case, you agree to pay a higher interest rate in exchange for the lender loaning you more money than they normally would. It can be a nice compromise, because the interest is still tax deductible and it is simpler than doing two loan transactions.  However, there is a downside to this approach and that is that you will be paying for PMI by virtue of the higher interest rate for as long as you have the mortgage.

 

The key here is comparison. Ask your loan officer to run some numbers for you on an 80/10/10 and a loan with built-in PMI. Then see which one will cost less.

 

Note:  These principles apply only to conventional loans. FHA loans have a Mortgage Insurance Premium (MIP), which is required for the life of the loan.

 

 

YOUR CREDIT REPORT

 

Like it or not, in order to obtain a mortgage loan, you will have to expose your credit record. You have a credit record on file at a credit bureau if you have ever applied for a credit or charge account, a personal loan, insurance or a job.

 

Do not panic if it shows something unexpected. Small problems and errors can be cleared up fairly easily. More serious marks like bankruptcy, however, could derail your hopes for a loan. Reviewing your report and taking care of any errors or discrepancies before you apply for a loan can smooth the way.

 

What's in your report?

 

Every time you obtain credit from a bank, a department store or other lender, the information is placed in your credit report. Your report indicates the date opened, the lender, your account number, the opening balance, credit limit and monthly payment. The report also lists the number of times you have been late making a payment for at least 30, 60, 90 or more days. Even late payments on utility bills will appear in your credit report. It also indicates whether you have been sued, arrested or have filed for bankruptcy.

 

The magic number

 

Your credit score is a statistical analysis of the likelihood that you will pay back your loan on time. Drawn from variables in your credit report, your score is a number between 400 and 900. You want a score of 620 or higher. If you score 680 or higher, you are considered a premium borrower, and you are eligible for lower rates and better terms. On the other hand, a score below 620 does not necessarily close the door on a mortgage loan.

 

 

Red flags

 

Certain marks may cause a lender to decline your loan application. Lenders do not want to see these on your report:

 

 

 

 

 

 

 

 

Reversing questionable marks

 

Simple errors are usually easy to rectify. For example, your report may state that your $50.00 minimum monthly payment on a particular credit card is actually $5000.00-a simple mistake of too many zeroes.

 

If you find a questionable bad mark in your credit report, ask the credit bureau in writing to re-investigate the mark. The bureau will usually provide a form for this purpose. After you submit the form, the bureau has 30 days to investigate your claim and change your record. If you are correct or if the creditor who gave you the bad mark can no longer verify the information, the credit bureau must remove the mark from your report.

 

If the information that caused the bad mark is correct, check the date. With few exceptions, the bureau should clear items that have been on your record for more than seven years.

 

How to obtain your report

 

Request copies of your credit report from any of the three national companies that lenders use. You may be charged a fee for the report.

 

·        ·         Experian (800) 311-4769

 

·        ·         Equifax (800) 685-1111

 

·        ·         Trans Union Corporation (800) 888-4213

 

First American Credco, Inc., provides a merged report from all three companies for a fee. Call (800) 443-9342.

 

 

 

FAIR CREDIT REPORTING ACT


The Fair Credit Reporting Act (FCRA) is the federal law regulating credit-reporting companies like Equifax, Experian and Trans Union. It has been in effect since 1971. A revised FCRA became effective October 1, 1997. This law protects consumers' rights, such as the right to review and contest information in their credit reports. It specifically defines who can access the information in a credit report and how you are notified of this activity.  It also ensures that consumer reporting agencies (CRAs,) such as credit bureaus, furnish correct and complete information to businesses to use when evaluating your application.

 

Your rights under the Fair Credit Reporting Act are;

 

·        ·         You have the right to receive a copy of your credit report. The copy of your report must contain all of the information in your file at the time of your request.

 

·        ·         You have the right to know the name of anyone who received your credit report in the last year for most purposes or in the last two years for employment purposes.

 

·        ·         Any company that denies your application must supply the name and address of the CRA they contacted provided the denial was based on information given by the CRA.

 

·        ·         You have the right to a free copy of your credit report when your application is denied because of information supplied by the CRA. Your request must be made within 60 days of receiving your denial notice.

 

·        ·         If you contest the completeness or accuracy of information in your report, you should file a dispute with the CRA and with the company that furnished the information to the CRA. Both the CRA and the furnisher of information are legally obligated to reinvestigate your dispute.

 

·        ·         You have a right to add a summary explanation to your credit report if your dispute is not resolved to your satisfaction.

 

 

SOURCES OF ADDITIONAL MORTGAGE INFORMATION

 

It is impossible in one write-up to even scratch the surface of Mortgages.  We therefore encourage you to seek out additional places where you can learn more about this important component of buying a home. 

 

Addition information can be found on the Internet by going to Google.com and searching on the word “mortgages” or by going to your local book store and buying a book such as Mortgage for Dummies. Most major newspapers have a weekly real estate section where one can find valuable information and current mortgage rates.

 

 After reading about and understanding the basics of mortgages, you then want to sit down and talk to your mortgage broker or direct lender.  They are the ones who can examine your specific needs and qualifications and can then review with you those programs and rates that are best for you.  They will also be able to determine the amount of the mortgage that you can qualify for and receive and provide you with a letter with the amount therein.

 

 

CONCLUSION

 

When purchasing a home, most of us have to obtain a mortgage.  Although the process of obtaining a mortgage is not as simple as a “walk-in-the-park,” the good news is that most folks are able to qualify and receive one.  Just look around at all the homes that you can see and the homeowners therein.

 

By learning as much as you can about mortgages and the mortgage process and by getting yourself pre-qualified before starting to look for a new home, you will have taken the most important first two steps in becoming a new homeowner.

 

If you have any questions and wish to ask them of us, please call at 817-276-5188or email us at Lara@LaraJobe.com.  We will do our best to help you.

 

Happy mortgage and home hunting!