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How To Articles
How to Increase Your Borrowing Power
By
Sep 20, 2005, 13:11

Because you’re not likely to pay cash for your home, you undoubtedly want to determine how much borrowing power you can safely muster. Fortunately, no simple answer exists.

Why “fortunately?” Because if only one simple standard applied, people turned down by one lender would also be tossed out by every other lender. As it is, more than 10,000 mortgage lenders call the good ole United States of America home, and every one of these lenders sets its own lending standards – within, of course, applicable laws and regulations. This fact gives you the Baskin-Robbins range of choices and creative alternatives. With a good knowledge of lenders and lending standards, you can stretch and bend your finances to borrow far more than you might think; or you can take the safe road and borrow much less than many lenders recommend. Either way, the choice is yours because choice is the American way.

10,000 lenders set their own standards

Conventional wisdom holds that the all-powerful national mortgage companies. Fannie Mae and Freddie Mac, set underwriting standards for the mortgage lending industry. In fact, though, Fannie and Freddie buy only about one-half the mortgages issued throughout the country. A big number, yes, but nowhere near universal. In addition, the underwriting standards applied by Fannie and Freddie do not mirror each other. Loan requests rejected by Freddie may get approved by Fannie, and vie versa. Both Fannie and Freddie publish underwriting guidelines, not absolute requirements, so lenders who sell their loans to Fannie and Freddie remain free to use some discretion and flexibility.

Portfolio Lenders

Lenders who don’t sell their mortgages to Fannie, Freddie, or other players in the secondary mortgage market are called portfolio lenders. Portfolio lenders include many banks, savings institutions, credit unions, pension funds, and life insurance companies. Although Fannie/Freddie affiliated lenders may exercise flexibility if they choose to, portfolio lenders can tailor any type of loan that can find a market.

These portfolio lenders frequently look to Fannie/Freddie lending practices and then develop differentiated loan products that will permit them to compete effectively for some types of borrowers – for example, credit impaired, no-documentation, low-documentation, jumbo amounts over $325,000 no mortgage insurance, balloon notes, high qualifying ratios, income properties, farm land, rehab and renovation loans. Sometimes, portfolio lenders will even structure a financing arrangement to meet the special needs of a specific borrower.

Government-Backed Loans

Government-backed loans include a broad variety of programs that often permit some homebuyers (and sometimes investors) to obtain loans that they could not get from either Fannie/Freddie or most portfolio lenders. Some of the more popular government loans include:

1. Federal Housing Administration (FHA). The FHA specializes in low-down-payment, easier qualifying loans.

2. Department of Veterans Affairs (VA). The VA offers easier qualifying, no-down-payment mortgages to eligible veterans.

3. Rural Development Administration (USDA). As part of the United States Department of Agriculture, this agency helps low to moderate income families buy homes with low down payments and low interests rates.

4. State mortgage bond programs. It’s typically easier to qualify for these programs because they offer low-down-payment, lower-interest rate loans, and are aimed at firs-time buyers, which is defined as anyone who hasn’t owned a home within the past three years.

5. Community development loans. Many states and cities encourage homebuyers (and sometimes investors) to buy and fix up properties in designated neighborhoods. To achieve this goal, community redevelopment agencies frequently offer purchase and fix-up loans on quite favorable terms.

What All of This Means for You

With this quick trip through some common types of lenders and loan programs, I want to again drill into your consciousness that lenders differ, loan programs differ, and qualifying standards differ. No loan rep can ever tell you how much home (property) you can by, or how much money you can borrow. When you speak with specific loan reps, each will tell you how much (if any) money their funding sources will loan you. Never again think of mortgage loans as peas in a pod. They’re more like large baskets of mixed fruit with at least a few poisoned apples.

Just as important (and sometimes more so), you could get different answers from different loan reps who work for the same lender and are working with the same loan program. How well the loan rep packages your personal information, and how effectively the rep responds to underwriter (or computer) queries can make the difference between a yes and a no.

Keep these potential quality differences in mind. The knowledge gained here will not just help you figure out the types of financing strategies that could work best for you. It also will give you the solid footing necessary to stand your ground and perceptively question (or challenge) what loan reps tell you. Mortgage-land abounds with hunters looking for lame prey. Appear vulnerable, and you could get skinned.



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