Mortgage Terms Every Homeowner & Homebuyer Should Know

By
Mortgage and Lending with Royalty One Mortgage

Lending plays a significant role in both home-buying and home ownership. If you're planning on buying a new home, refinancing your current home, or applying for a reverse mortgage loan; it's important to familiarize yourself with common mortgage terms. Finding the right loan program for you is instrumental in the homebuying process.

This knowledge will help you better understand your current situation, as well as the options that are available to you both now and in the future when it comes to buying and owning a home. Here are some of the most common terms related to the types and mechanics of home mortgages and the buying process.

 

Adjustable Rate Mortgage

An adjustable rate mortgage loan is a type of home loan where the interest rate changes at various times throughout the loan term, based on a specified market rate or index.

 

Amortization

To amortize a loan means you pay down the principal throughout the life of the loan. In the beginning, most of your payments go to interest. As the principal decreases, so does your interest and eventually, most of the payment goes to principal.

 

Appraisal

An appraisal is an estimate of the value of the real property you're buying or using as collateral for the loan. This estimate is determined by comparing it to sale prices for similar properties.

 

Caps

Caps protect you by imposing limits on changes in monthly mortgage payments and interest rates in adjustable rate mortgages.

 

Conforming Loan

A loan that does not exceed the loan limits set by Fannie Mae or Freddie Mac for purchase or securitization.

 

Closing

At a closing, the deed, promissory note, mortgage, deed of trust and other loan documents are signed and finalized. Once the parties sign the documents, the closing agent — such as an attorney — ensures proper distribution of funds to the seller, brokers, and other appropriate parties.

 

Construction Loan

A landowner takes out this loan to construct a new home or building. This is usually a short-term loan in which funds are paid to contractors as work progresses.

 

Credit Score

This three-digit number is the grade you get for your payment history and handling of credit. Lenders use it to determine risk and decide whether (and on what terms) to loan you money.

 

Debt-to-Income (DTI) Ratio

This ratio is the total of your debt payments, such as - mortgages, car loans, minimum credit card payments, and student loans - divided by your gross, or pre-tax, income. Sometimes referred to as a back-end ratio, this is expressed as a percentage.

 

Deed of Trust

Some states employ this document, rather than a mortgage, for lenders to secure loans. The borrower conveys the property to a trustee, who holds it as security for the lender’s benefit. When the loan is paid, the trustee or lender cancels the deed of trust.

 

Down Payment

The initial payment by the borrower, this is the difference between the price of the home and the mortgage amount. You must bring this amount to the closing.

 

Due-on-Sale Clause

When you sell, or transfer the property before you pay off the loan, this clause declares the entire unpaid balance of the loan due. If you have sufficient funds from the sale, the loan will typically be satisfied at closing.

 

Escrow

A third-party account that holds funds until a transaction is completed. Part of your mortgage payment goes into an escrow account to be held by the lender for paying property taxes, homeowner’s insurance, and private mortgage insurance, if you’re required to have it.

 

Fannie Mae

The Federal National Home Mortgage Association (FNMA) is a Government-Sponsored Enterprise (GSE) that buys and sells conventional mortgages and those backed by FHA or the Veterans’ Administration. Fannie Mae loans must meet underwriting standards, such as loan limits.

 

FHA Loan

An FHA mortgage loan is a loan by a private lender which is backed by the Federal Housing Administration, a division of the U.S. Department of Housing and Urban Development. In an FHA loan, your down payment can go as low as 3.5 percent of the purchase price.

 

Fixed-Rate Mortgage

The interest rate on a fixed-rate mortgage loan remains the same throughout the life of the loan.

 

Flood Certification

This certification stipulates that the property serving as collateral is not located in a flood zone. If the home is in such a zone, your lender will require separate flood insurance before making the loan.

 

Foreclosure

When you default, or don't meet the terms of the loan, the lender can seek a court order to sell the property to recoup what you owe. Where there is a deed of trust, the trustee institutes the foreclosure proceedings.

 

Freddie Mac

The Federal Home Mortgage Loan Corporation (FHLMC) purchases loans originally made by private lenders and mortgage lenders approved by the U.S. Department of Housing and Urban Development (HUD). Freddie Mac is a Government-Sponsored Enterprise.

 

Front-End Ratio

Used to indicate what portion of a person's income will go toward housing costs. Also known as the “housing expense ratio,” you divide the monthly principal, interest, tax, and insurance payment by your monthly gross income. Generally, the ratio should not exceed 28 percent.

 

High-Risk Loans

These include subprime loans. Borrowers with poor credit or who fail to meet the credit or loan standards of conventional lenders or Freddie Mac or Fannie Mae must resort to high-risk loans.

 

Home Equity Loan

With a home equity loan you borrow against the equity of the home. Equity refers to the amount by which the value exceeds any loans, judgments, or other liens on the home. Generally limited to a single lump-sum amount.

 

Homeowner’s Insurance

Homeowner’s insurance affords you coverage for damages or loss to your home from events such as fires or storms, as well as, for liability you face for injuries to people due to activities in your home.

 

Maturity

This refers to the date by which you must pay off a loan and tells you the length of your loan.

 

Mortgage

In a mortgage, you put up the home as collateral to secure repayment of the loan. Certain states use a deed of trust in place of a mortgage document for this purpose.

 

Mortgage Broker

A company or individual serving as a mortgage broker brings a lender and borrower together for a fee.

 

No Closing-Cost Mortgage

A lender in a no closing-cost mortgage pays your closing costs. Typically, you’ll face a higher interest rate.

 

Origination Fee

The lender charges you this fee for processing your loan application and sets it typically as a percentage of the loan amount.

 

Piggyback Loans

These loans also go by 80/20 and 80/10/10. In these arrangements, the first loan funds 80 percent of the purchase price. A second mortgage secures the minimum down payment of 20 percent (or 10 percent). Borrowers use the piggyback to avoid having to pay for private mortgage insurance.

 

Points

Your lender may charge you points for a lower interest rate or up front items, such as inspection fees, a notary fee, and preparing the loan documents. One point represents one percent of the loan amount.

 

Pre-Approval

The lender pre-approves you using a comprehensive review of your income, credit, ability to make a down payment, and employment, to determine your eligibility for a particular type of loan.

 

Prepayment

Prepaying a mortgage means paying off the principal balance before maturity, or end of the loan. Your loan documents will state whether you must pay a penalty for paying off the mortgage early.

 

Pre-Qualification

A lender pre-qualifies you in order to determine on a preliminary basis the amount for which you’re eligible to borrow. Pre-qualification typically doesn’t involve verification of your credit score, ability to make a down payment, employment, and income.

 

Principal

Principal represents the unpaid amount of what you borrowed. It does not include interest, taxes, or insurance premiums owed or accumulated.

 

Private Mortgage Insurance (PMI)

Unless your down payment is at least 20 percent of the purchase price, the lender will require PMI. This insurance covers the lender's losses in case you default on the loan. The lender must drop PMI once the balance of the loan goes below 80 percent of the value.

 

Property Taxes

Local governments impose this annual tax based on the value of your property.

 

Refinance

This transaction involves the replacement of a current mortgage with a new one. Usually, you’ll refinance to get a better interest rate or other loan terms.

 

Title Insurance

Your lender typically requires title insurance to cover losses the lender may incur because of unknown liens, claims on the property, rights-of-way, and other problems with title to, or ownership of, the property. This insurance protects both the lender and the borrower.

 

If you are currently searching for a mortgage company, it's important to understand the different aspects associated with home loans. An experienced mortgage broker can help you determine what solution is best for your specific needs, help you find the best deals possible, and offer a better understanding of how the above concepts impact your mortgage choices.


If you are in need of a reputable, experienced Las Vegas or Henderson mortgage company, contact us today to see how we can help find the best loan option specific to your financing needs.

Comments (11)

Michael J. Perry
KW Elite - Lancaster, PA
Lancaster, PA Relo Specialist

Great list to add to your Hand outs for a Buyer Consultation Session !

Sep 22, 2017 11:51 AM
Royalty One Mortgage

Michael,


 Absolutely! Thanks for stopping by & taking the time to read our post.


-T.J. / The Royalty One Mortgage Team

Sep 22, 2017 02:19 PM
John Pusa
Berkshire Hathaway Home Services Crest - Glendale, CA
Your All Time Realtor With Exceptional Service

Those are very good mortgage terms tips all homeowner and homebuyer should know.

Sep 22, 2017 02:57 PM
Royalty One Mortgage

Thanks John for the kind words & for stopping by to read our post!


-T.J. / The Royalty One Mortgage Team

Sep 22, 2017 03:06 PM
Ashley Hawks
Black and Cherry Real Estate & Property Management - Henderson, NV
Real Estate & Property Management company.

Very useful list for any home owner or buyer. Thank you for the tips.

Sep 22, 2017 03:11 PM
Royalty One Mortgage

Ashley,


 You are most welcome! Thank you for the kind words & for taking the time to read our post.

-T.J. / The Royalty One Mortgage Team

Sep 22, 2017 03:26 PM
Kat Palmiotti
406-270-3667, kat@thehousekat.com, Broker/REALTOR® - Kalispell, MT
Helping your Montana dreams take root

Welcome to ActiveRain!

These are definitely terms that home buyers should understand.

Sep 23, 2017 03:55 AM
Royalty One Mortgage

Kat,


 Thank you! We feel strongly that these terms can greatly help assist all prospective home buyers. Thanks for the feedback!


-T.J. / The Royalty Mortgage One Team

Sep 25, 2017 08:58 AM
George Souto
George Souto NMLS #65149 FHA, CHFA, VA Mortgages - Middletown, CT
Your Connecticut Mortgage Expert

Royalty One Mortgage welcome to ActiveRain and congratulations on posting your first blog on this site.

Sep 23, 2017 07:55 PM
Royalty One Mortgage

George,


 Thank you & thanks for dropping by & reading our first post!


-T.J. / The Royalty One Mortgage Team

Sep 25, 2017 08:59 AM
Gita Bantwal
RE/MAX Centre Realtors - Warwick, PA
REALTOR,ABR,CRS,SRES,GRI - Bucks County & Philadel

Welcome to active rain. Good luck in achieving your goal on active rain.

Sep 24, 2017 04:42 AM
Royalty One Mortgage

Gita,


 Thank you for the nice comments & positive vibes!


-T.J. / The Royalty One Mortgage Team

Sep 25, 2017 09:00 AM
Royalty One Mortgage
Royalty One Mortgage - Henderson, NV
Mortgage company in Henderson, Nevada

On behalf of the entire Royalty One Mortgage Team, we would just like to say thank you to the entire ActiveRain community & specifically to all of the AR members who dropped by to read our post & left behind such warm-hearted, kind words/comments. Thank you all!

-T.J. / The Royalty One Mortgage Team

Sep 25, 2017 09:03 AM
Debbie Reynolds, C21 Platinum Properties
Platinum Properties- (931)771-9070 - Clarksville, TN
The Dedicated Clarksville TN Realtor-(931)320-6730

T. J. - I teach prelicense real estate and we go over everyone of those terms but the new students have so much throw at them they don't remember all of them. Thanks for following my blog.

Sep 28, 2017 07:16 PM
Royalty One Mortgage

Debbie,


 The amount of different mortgage terms a homeowner (or home buyer) should know can be quite overwhelming for some. It's great that your students have someone as knowledgable as you to help them with this process.


 Thanks for dropping by & showing our post some love. I personally look forward to reading your future posts!

-T.J. / The Royalty One Mortgage Team

Sep 29, 2017 09:13 AM
Bob Crane
Woodland Management Service / Woodland Real Estate, KW Diversified - Stevens Point, WI
Forestland Experts! 715-204-9671

Great glossary of terms taht we should all have a working knowledge of, thansk for sharing these.

bob

 

Oct 11, 2017 08:44 PM
Royalty One Mortgage

Hey Bob,


 Thanks for the kind words & for dropping by to read our post!

-T.J. / The Royalty One Mortgage Team

Oct 12, 2017 11:00 AM
Bob Crane
Woodland Management Service / Woodland Real Estate, KW Diversified - Stevens Point, WI
Forestland Experts! 715-204-9671

Welcome to Active Rain, looking forward to reading many more of your posts, let me know if there is anything that I can do to help as you get started here.
All the best of success to you.
Bob

Oct 11, 2017 08:45 PM
Royalty One Mortgage

Thank you Bob! I (& we) certainly appreciate the warm welcome & willingness to help out the AR community that we've experienced up until this point.

-T.J. / The Royalty One Mortgage Team

Oct 12, 2017 11:02 AM