융자지식 257- GOVERNMENT-FHA LOANS

융자지식 257- GOVERNMENT-FHA LOANS

4.4 FHA LOANS
Federal Housing Administration (FHA) is a loan insurance program created by the Homeowners Act of
1934 to provide borrowers with an opportunity for affordable financing by allowing them to obtain
financing with a minimal down payment. FHA is NOT an institutional lender; therefore, it does not
lend money. Instead, the FHA insures lenders will receive 100% of the loan balance due, should the
borrower default on their mortgage.
In 1965, the FHA became a part of the Department of Housing and Urban Development (HUD).
Advantages of FHA loans include low down payments, no prepayment penalties, and fee limits on
closing costs. For purchases involving an FHA loan, the property must be an owner-occupied, one-tofour-unit residence.
FHA Credit Score and Down Payment Requirements
The amount a borrower will need for a down payment will depend on their credit score based on the
following:
• Minimum credit score of 580 – Down payment: 3.5%
• Credit score 579 to 500 – Down payment: 10%
• Credit Score below 500 – Not eligible for FHA Financing
4.5 FHA GUIDELINES AND BENEFITS
● FHA Occupancy – The borrower must occupy the property within 60 days after closing to be
compliant with the terms of the note and mortgage and plan to occupy the property for at
least one (1) year.
● Assumable – FHA loans are assumable, meaning a new buyer may take over the payments of
the existing mortgage holder, subject to approval of the loan servicer and HUD credit
guidelines. The process of releasing the original borrower and substituting the new mortgagor
is known as novation.
● FHA Qualifying Ratios – In general, in order to obtain an FHA loan, the monthly mortgage
payment cannot exceed 31% of the borrower’s income (front-end ratio) and must have total
monthly debt obligations of no more than 43% (back-end ratio) of his or her income.
● Seller concessions – Sales concessions are limited to 6% of the sales price, or else they are
treated as inducements to purchase, which results in reduction of the mortgage.
● FHA mortgage payments are due on the 1st and are late after the 15th of the month.
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● The maximum late charge is 4% of the P&I Only.
● No prepayment penalties
● The maximum allowable term on FHA/VA loans is 30 years.
● Loan amounts reviewed every three years. For example, The Federal Housing Administration
has updated its new schedule of loan limits for 2020, with most areas in the country set to
experience an increase. The national loan limit for one-unit homes will be $510,400 in 2020,
up from $484,350 this year. The lenders set the interest rates, not FHA or HUD.
● Appraisal Requirements. The appraiser is required to follow HUD/FHA guidance and comply
with the Uniform Standards of Professional Appraisal Practice (USPAP) when completing
appraisals of property used as security for FHA-Insured mortgages.
● Anti-“Flip” Policy – FHA financing is not available if a borrower is purchasing a home from a
seller that recently bought the property within the past 90 days and is currently reselling it.
Any sales during this timeframe are considered a “flip”. If the property is sold between 91-180
days after acquisition and the price increase is 100% or more of the acquisition price, a second
appraisal is required at the lender’s expense.
4.6 FHA MORTGAGE INSURANCE PREMIUMS (MIP)
All FHA loan programs require mortgage insurance. FHA mortgage insurance protects the lender or
investor against default by the borrower for the life of the loan. There are two types of mortgage
insurance premiums: Upfront mortgage insurance premiums (UFMIP) and monthly mortgage
insurance premiums. FHA requires borrowers to pay upfront mortgage insurance premium (UFMIP)
of 1.75% of the loan amount. This amount can be paid at closing or financed into the loan.
● The UFMIP is calculated by multiplying the loan amount by a factor and then collecting that
amount at closing.
● It can be paid by the borrower or the seller (for the borrower). The FHA UFMIP is currently
1.75% of the loan amount for ALL forward mortgages and either 0.5% or 2.50% for HECM
(reverse) mortgage transactions, depending upon the amount advanced in the first 12 months
after closing.
● Monthly MIP is calculated by multiplying the base loan amount by a factor, then dividing by 12.
● The borrower pays the MIP as part of the monthly mortgage payment, along with principal,
interest, taxes and insurance (PITI).
4.7 FHA TOTAL SCORECARD
FHA has an automated underwriting system that compares borrowers’ profiles to other similar
borrowers’ profiles in a database. This system is called Total Scorecard. Depending on the
performance of borrowers in the database, the score card will recommend loan approval or denial.
The FHA scorecard is integrated with the Fannie Mae and Freddie Mac automated underwriting
vehicles.
FHA’s “5” C’s of Underwriting:
1 Credit – evaluated by looking at the borrower’s credit report
2 Capacity – refers to the borrower’s “ability” to repay the debt based on sufficient income
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3 Cash – refers to borrower’s ability to make the required down payment, pay for closing cost,
required reserves, etc.
4 Collateral – the property being mortgaged as security for the loan
5 Character – borrower’s willingness to repay the debt (different than the borrower’s “ability”
to repay the loan

소매 판매 10월에 1.7% 증가

 

소매 판매 10월에 1.7% 증가했습니다.

10월 소매 판매는 컨센서스 기대치를 상회하고 1월 1.7% 상승하면서 계속해서 강세를 보였습니다. 일부 상승은 인플레이션으로 인한 것이지만 전부는 아닙니다. 소비자 물가는 10월에 1.7%가 아니라 0.9% 상승했습니다. 판매 증가는 10월에 비점포 소매업체, 자동차 및 주유소(더 많은 마일을 운전하고 소비자는 펌프에서 훨씬 더 높은 가격을 지불함)가 주도하여 10월에 11개의 주요 카테고리가 상승하면서 광범위했습니다. 전체 매출은 1년 전보다 16.3% 증가했습니다! 이를 보는 또 다른 방법은 매출이 코로나바이러스 이전인 2020년 2월에 비해 21.4% 증가했다는 것입니다. 자동차, 건축 자재 및 주유소 판매의 가장 변동성이 큰 카테고리를 제외한 “핵심”판매는 10 월에 1.3 % 증가하여 1 년 전보다 15.4 %, 2020 년 2 월보다 20.7 % 증가했습니다. , (COVID에 대한 대응으로) 정부 이전 지불의 대규모 증가로 인해 생산량(실질 GDP) 수준이 예상보다 여전히 낮음에도 불구하고 소매 판매는 COVID가 발생하지 않았을 때보다 훨씬 더 뜨거워지고 있습니다. 코로나가 없는 상태였습니다. 그러나 모든 주요 범주에서 고르게 회복되지는 않았습니다. 예를 들어, 비점포 소매업체(39.8%)와 스포츠용품 매장(39.5%)은 2020년 2월 이후 전체 소매 판매보다 훨씬 빠르게 성장했습니다. 2020년 2월 수준을 초과한 마지막 판매 범주는 레스토랑 및 바였으며 마침내 4월에 그린으로 진입했으며 현재 20개월 전보다 9.4% 증가했습니다. 전반적인 소매 판매가 여전히 코로나 이전 추세를 훨씬 웃돌고 있다는 점을 감안할 때, 내년에는 완만한 추세 감소가 예상됩니다. 그러나 정책 입안자가 COVID에 대해 다시 당황하지 않는 한 미국이 정상으로 돌아옴에 따라 소매 무역 보고서에 포함되지 않은 서비스 판매와 함께 레스토랑 및 바에서의 판매가 이러한 추세를 역전하고 더 높아질 것으로 기대하십시오. 앞으로 몇 달 안에 소매 판매의 경로는 여러 반대 요인 간의 싸움이 될 것입니다. 임금, 일자리, 인플레이션 상승은 모두 소매 판매에 역풍이 될 것이며, 지나치게 과도한 실업 수당에 대한 끝과 함께 “자극” 수표로 인한 일시적이고 인위적인 부양의 약화는 역풍이 될 것입니다.

출처: 모기지 뉴스 데일리

 

 

융자지식 256- GOVERNMENT (FHA, VA, USDA)

융자지식 256- GOVERNMENT (FHA, VA, USDA)

4.3 GOVERNMENT (FHA, VA, USDA)
There are three types of government-related loans that are integral parts of the mortgage industry:
• Federal Housing Administration (FHA) loans
• Veterans Affairs (VA) loans
• United States Department of Agriculture (USDA) loans
FHA loans insure lenders in the event of borrower default, and VA and USDA loans provide a
guarantee to lenders in the event of borrower default.

융자지식 255- CONVENTIONAL/NON-CONFORMING LOANS

융자지식 255- CONVENTIONAL/NON-CONFORMING LOANS

4.2 CONVENTIONAL/NON-CONFORMING LOANS
Loans that do not meet the conventional conforming loan standards because the loan amount is too
large, are referred to as non-conforming loans or jumbo loans. Non-conforming loans are higher risk
as they do not meet the Fannie Mae and Freddie Mac purchasing requirements. These products carry
higher interest rates because they are harder to sell to investors on the secondary market.
There are two main reasons why a loan would be classified as nonconforming: The size of the loan
and the credit quality of the borrower. Examples of non-conforming loan include:
● Jumbo loans, which exceed the loan limits established by Fannie Mae and Freddie Mac.
● Alt-A Loans, which are non-conforming as a result of the credit risk associated with the
borrower. Unlike a jumbo loan, where the loan is nonconforming because of the size of the
loan, an Alt-A loan represents increased risk to the lender because the borrower is unable to
meet underwriting standards for a conforming loan. Still, the borrower’s credit is not so poor
as to require a subprime loan. Many Alt-A loans also required less verification of income and
assets than many other loans.
● Subprime loans (B/C Borrowers). When a mortgage applicant’s credit history reflects
significant derogatory issues or the loan is otherwise ineligible for sale to Fannie Mae, Freddie
Mac or other prime investors because of a combination of credit and documentation issues, it
is classified as a subprime loan and typically carries a higher degree of risk.

2022년 준수 한도conforming loans가 18% 인상된 $647,200

 

2022년 준수 한도conforming loans가 18% 인상된 $647,200

FHFA(Federal Housing Finance Agency)는 Fannie Mae와 Freddie Mac이 취득할 수 있는 모기지에 대한 새로운 적합 대출 한도를 오늘 아침 발표했습니다. 예상대로 변경 사항은 작년에 거의 전례 없는 가격 상승을 반영합니다. 오늘 일찍 FHFA는 주택 가격 지수(HPI)의 3분기 변화를 발표했습니다. 2020년 3분기와 2021년 사이에 확장 데이터 지수(일반 HPI와 약간 다름)는 평균 18.05% 성장했습니다. 기준 준수 한도는 동일한 비율만큼 높아집니다.

2022년 1월 1일부터 대부분의 미국 카운티에서 단독 주택 주택에 대한 한도는 $647,200입니다. 이는 올해 한도인 $548,250에서 $98,950 증가한 금액입니다. 2개 유닛이 포함된 부동산의 기준 한도는 $828,700이고 3개 유닛의 경우 $1,001,650입니다. 대부분의 카운티에서 4개 유닛 주택에 대한 대출은 $1,244,850로 제한됩니다.

지역 중앙값의 115%가 기준을 준수하는 대출 한도를 초과하는 “고비용” 지역의 경우 해당 대출 한도는 기준 한도의 150%인 $970,800로 제한됩니다. 알래스카, 하와이, 괌 및 미국령 버진 아일랜드의 경우 기준 대출 한도는 주택 1채에 대해 $970,800입니다.

FHFA는 주택 가치 상승으로 인해 미국 4개 카운티 또는 이에 상응하는 카운티를 제외한 모든 지역에서 적합 한도가 증가할 것이라고 말합니다.

출처: 모기지 뉴스 데일리