George's Blog

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Fannie Mae Change To…...……..DU Appraisal Feedback

 I have been trying to write a Post all week, to announce the latest change in the Lending Industry, but this has been one of those crazy weeks that time just did not allow.  But I guess it is better late than never, and hopefully this will help you to understand why some area’s of the country might start to see a tightening on 100% financing in their area.

As of last Monday July 22nd, Fannie Mae began to incorporate a new message in their Automated Underwriting (DU) version 5.7 feedback related to declining property values.  Starting on July 22nd  Fannie Mae will require a reduction in the maximum Loan-To-Value (LTV) of 5%, if the property is termed “Declining Market” on the appraisal section of the “Fannie Mae Underwriting Findings”

Fannie Mae states that “if a property is located in a market in which Real Estate Values are declining, the lender should offer financing at Loan-To-Value ratios (LTV, CLTV, and HCLTV) that are 5% below the maximum allowable ratios.  However, if the refinance transaction relates to an existing Fannie Mae-owned of Fannie Mae-securitized mortgage, the lender may offer financing at the stated maximum Loan-To-Value ratio (provided that there is no subordinate financing including a home equity line of credit).”

What does all this mean?  What it means to me is that if an appraisal states that a property is located in a market that is deemed to be in a “Declining Market”, then the maximum Fannie Mae backed loan that can be done is 95% LTV (5% downpayment).  This has the potential of having a major impact on "First Time Homebuyers" since they are the ones that are most likely to require 100% finance.  To the best of my knowledge this will not affect Connecticut very much, but in Florida this could be huge.

My advice is to talk to your Appraisers to find out what areas of your State might be affected by this change, so that you do not get caught off guard.  I will try to continue to keep the members of AR aware of changes as they are made know.

 

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Info about the author:

George Souto is a Loan Officer who can assist you with all your FHA, CHFA, and Conventional mortgage needs in Connecticut. George resides in Middlesex County which includes Middletown, Middlefield, Durham, Cromwell, Portland, Higganum, Haddam, East Haddam, Chester, Deep River, and Essex. George can be contacted at (860) 573-1308 or gsouto@mccuemortgage.com

54 commentsGeorge Souto • July 28 2007 07:30PM

Rate & Point Lock Letter…………Got To Have One!!!

 I continue to hear Realtors talk about their Buyers getting to the Closing Table and their Interest Rate is different from what they were originally told.  In a day where information is available at a click of a mouse button this should never happen.  Buyers need to take the time to educate themselves before they make the most expensive purchase that they have ever made in their lives.  If they do, or we who are helping them make that purchase provide them with the necessary advice, an Interest Rate change without their prior knowledge would never happen.  Let me explain why this should never happen.

We have read many articles and blogs about how important it is for a Borrower to always get a Good Faith Estimate and Truth In Lending Statement.  Well equally important, if not even more important than the two disclosures mentioned is a third disclosure, a “Rate & Point Lock Letter”.

A Rate & Point Lock Letter should contain and disclose the following information.  It should state whether or not their taxes and homeowners insurance are being Escrowed or whether they are waiving it.  It should state whether their Interest Rate has been Locked or whether they are Floating the Rate.  The Borrower needs to make sure the Interest Locked box is checked if this is the Interest Rate that they expect to receive. The Rate and Point Lock Letter should also state what points are being charged on top of the Interest Rate that they have selected.

Now even though all these things are disclosed on the Rate & Point Lock Letter, this alone does not prevent a Lender from changing the Interest Rate and or Loan Program at the last minute.  In order to prevent a Lender from changing the Interest Rate and or Loan Program a Borrower needs to make sure that one more section has been filled in on the Rate & Point Lock Letter.  On my Rate & Point Lock Letter that section is at the very bottom, and it is titled “Alternative Mortgage Programs” and it contains the following:

  • If the (insert name of Lender/Bank) determines that my application does not meet the standard underwriting criteria for this (insert Loan Program) mortgage loan program, it may offer to make a mortgage loan to me/us under an alternative program.

Now here is what the Borrower needs to make sure is checked off:

  • I  ______  DO or  ______  DO NOT want to be considered for an alternative program that will have a higher     rate or points than the program for which I am applying.

I always advice my Borrowers to check off I DO NOT, because if I have to turn to a different loan program, I feel that it should be their decision if they want to do that or not.  And if they choose to go with the new loan program, then they need to get a new Good Faith Estimate, Truth and Lending Statement, and Rate & Point Lock Letter.

The Rate & Point Lock Letter also needs to be signed by all the Borrowers AND the Loan Officer.  If all this is done a Lender/Bank CAN NOT surprise a Borrower at the Closing Table with a different Interest Rate or Loan Program.  If they do it is fraud, and they are open to litigation.

Help protect your Buyers from last minute Interest Rate and Loan Program changes, by making sure that they have a signed and properly filled out Rate & Point Lock Letter.  Otherwise they are open to last minute surprises at the Closing Table.

 

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Info about the author:

George Souto is a Loan Officer who can assist you with all your FHA, CHFA, and Conventional mortgage needs in Connecticut. George resides in Middlesex County which includes Middletown, Middlefield, Durham, Cromwell, Portland, Higganum, Haddam, East Haddam, Chester, Deep River, and Essex. George can be contacted at (860) 573-1308 or gsouto@mccuemortgage.com

65 commentsGeorge Souto • July 04 2007 05:43PM