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Fix The Market - Post Two!

By
Mortgage and Lending with Homebridge Financial Services NMLS 210215

Here's another idea on how to fix the market with little added risk to lenders and investors:

Some investors won't allow qualified buyers of retirement age to use their nest egg to qualify for a home loan.

Today, I'm talking with a gentleman with outstanding credit, fantastic liquid assets (cash), limited debt, and a lifetime of consevative financial management.  He has a nice pension that won't quite qualify him for what he wants to buy.  Fannie Mae will only allow him to use as income what he's been drawing from his IRA for income to qualify.  He's been taking a minimal amount because he's conservative. 

He can take enough to match what his pension is, and with no interest the funds would last over twenty years not counting any interest.  Wouldn't you think he could designate the amount he's going to get, make an adjustment to his withdrawal schedule and provide the lender a copy and qualify?  No, we have to wait for a three month history. 

The justification by the investor?  "He could blow the money".....Really?  Someone with his track record and history is clearly responsible with money.  He should get the loan.

So, to fix the market?  Make it easier to use retirement funds to qualify.

Comments(2)

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Suzanne McLaughlin
Sabinske & Associates, Inc. (Albertville, St. Michael) - Saint Michael, MN
Sabinske & Associates, Realtor

Wow, what's he going to do, pick up a bimbo, buy a vette and go to Vegas?  Doubtful.  I cannot believe the idiocy of lenders sometimes.....he has a proven track record, as you said, go for it.  He is a safer investment than a ton of my short sale clients ever were.

Nov 19, 2011 10:06 AM
Brett Reichel
Homebridge Financial Services - Rancho Cucamonga, CA
MLO 210215

Suzanne -

Funny how people look at things sometimes isn't it?  I guess it is if it weren't so painful. 

Brett

Nov 19, 2011 10:16 AM