Archive for June, 2010

VA Loan Refresher and Tax Return Issue

June 27th 2010

You may have heard that since the tax credit went away, home sales nationwide have dropped by quite a bit. Not really a surprise because any time you artificially stimulate a market, there has to be a vacuum left after the stimulus is over. If you are thinking if buying a home, you need to keep all of your options open and one of those options is knowing the benefits of VA loans. VA loans are a benefit for the Veterans of our armed forces as well as for those currently serving (with restrictions of course) The cool thing about VA loans is that they offer 100% financing without any monthly Mortgage Insurance. The rates are as good as any other program out there right now and there are certain loan fees that the VA buyer is not allowed to pay. So that keeps their costs down. There are a few minor drawbacks of the VA loan. There is a fairly significant Up Front Funding Fee which is usually equal to 2.15% of the loan, although that fee can be added on to the loan. Another issue is that VA appraisers are allowed 10 days to get the appraisal back to the lender. Even with these few drawbacks, the VA loan is a great loan product, especially when you consider the extended tax credit for military personnel. If you are a veteran, please be aware of how beneficial the loan is. Just remember to ask the sellers to pay those VA non-allowable fees I mentioned above.

One more thing to be aware of right now is an issue that is creating some problems during the loan processing as it pertains to a buyers tax returns. All of the investors we sell our loans to are requiring a fully executed 4506T form before they will buy the loan. This means that if the buyer filed their taxes on time and they are all processed through the IRS system then we can get their tax transcripts right away and move on. In addition, if the buyer filed an extension, all we need is a copy of the extension and proof that any estimated taxes that are owed to Uncle Sam have been paid at the time of the extension. The real problem comes in when a buyer has not filed taxes but has also not filed an extension. You can’t file an extension after April 15th so the only thing a buyer can do is file their taxes. However, it can take 3-4+ weeks to get a tax filing through the system and we can’t do anything until we use the 4506T form to verify all of that. Obviously this can cause a huge delay. I now ask all of my potential clients if they have either filed their taxes or filed an extension and you should too. If they just filed their taxes after an extension, then that starts the clock ticking and we have to wait until their taxes are all the way through the system before we can do a loan.
I hope this helps. Feel free to contact me if you have any questions or comments.


 

 

 

 

Posted by Mark Afman under Home & Mortgage & Mortgage Blog & Real Estate | No Comments »

Mortgage Insurance: A Necessary Evil

June 22nd 2010

Mortgage Insurance…It strikes fear in the heart of most home buyers, or at the very least it makes them angry. I have yet to have anyone say to me that they are happy that they have to pay a chunk of extra money in the house payment just because they don’t have a big down payment. Well, I can’t say that I blame them. Nobody wants to pay anything extra…especially when they really don’t understand what it does. “So Mark” they say, “You mean to tell me that I have to pay this insurance premium every month as part of my house payment to protect the LENDER in case I stop making the house payment?” Well…Yea. Doesn’t seem fair but it really is benficial.

It used to be that banks would only lend to people with a down payment of 20% or more of the purchase price of the house. As you can imagine that left out a pretty big percentage of the population. So the government came up with an idea. If the lenders would loan more then 80% of the value of a home, they would be protected from the additional risk by taking out an insurance policy that would protect them in case the loan went bad. The down side is that the premium on this insurance had to be paid by the home buyer. At first this insurance was provided by the federal government and was done through the Federal Housing Administration and is the same basic package today through FHA loans.

Later on when Fannie and Freddie came into being and were separate from FHA, they had to have some way of protecting the lenders from the possible loss of loans that were not paid back. They went to private financial companies to get the same thing and Private Mortgage Insurance (PMI) was born. PMI is provided by such companies as RMIC, AIG, and MGIC. These companies have suffered with the whole “mortgage meltdown”. You may remember that AIG was the subject of quite a bit of bad press when they needed to be bailed out but then paid out some big bonuses to some of their employees.

A few details to be aware of is that FHA MI and Conventional PMI do basically the same thing but there are a few differences. FHA MI is paid by the borrower in 2 different ways. Part of it is paid as a one time ”up front” mortgage insurance premium that is (at least right now) equal to 2.25% of the loan amount. This one time premium is allowed to be rolled into the loan. The rest of it is paid in the monthly MI premium that is equal to .55% of the loan per year and that is divided by 12. PMI does not have any “up front”portion so all of it is paid in the monthly premium. The PMI amount varies based on the risk. The more you put down and the better your credit is, the lower your PMI will be. The other difference is that FHA will charge their MI for a minimum of 5 years no matter how much money is put down. So even if someone put 20% down but needed an FHA loan, they would pay that MI for the 1st 5 years. PMI is only charged if the borrower does not have 20% or more to put down.

Another thing to be aware of with PMI companies is that since they went through the troubles of the last couple of years, most of them require that they underwrite the loan in addition to the lenders underwriting. They want to make sure that the loan is a good loan so they don’t have to pay out any insurance claims. The bottom line is that without MI or PMI, most people could not get a loan so it seems evil but it’s kind of the price you have to pay for not being able to save up a big down payment.

If you have any questions on this please feel free to contact me

Posted by Mark Afman under Home & Mortgage & Mortgage Blog & Mortgage Information | No Comments »