Negative Amortization: Blessing or Curse?

The term "negative amortization" refers to the potentialpercentage of retired people for whom these loans
for your loan amount to increase over time - in otherare simply not appropriate.
words, you might have reverse or "negative"The HELOC Problem
amortization. These loan programs allow you to payIf you have a negative amortization mortgage you
less that the full amount of the interest due on yourmay not be able to get a second mortgage or a home
mortgage. If you pay less than the full amount ofequity line (HELOC). What's up with this? Second
interest due, the difference is added to your principlemortgage and HELOC lenders base their loans on the
balance. A typical negative amortization loan has theamount of equity that you have in your property. Since
potential of growing to 125% of its original amount.your negative amortization mortgage has the potential
It Goes By Many Namesto increase, the amount of equity that you will have in
Negative amortization mortgages are sold as "Optionthe future is uncertain. You may find that your best bet
ARMS", "Pay Option ARMS", "Pick-a-Pay" programs,for a second mortgage or HELOC is with the same
and a variety of other names. The characteristic theylender that gave you the negative amortization
share in common is a low payment rate, usuallymortgage.
between 1% and 1.95%. This rate is not the true noteA Lower Payment is Really Nice
rate; it is the rate that your payment is based on. TheThere are some attractive characteristics of negative
true note rate is a market rate, or "fully indexed rate",amortization mortgages. Well, one anyway. You get to
and may be 5% or more above the payment rate.make a lower payment. A lower payment can mean
A Nationwide Phenomenonmany things. It can make that house that you want to
I'm a Florida mortgage broker and also hold mortgagebuy affordable. And it can free up your cash flow for
broker licenses in Georgia, Massachusetts, and Virginia.other things. If you have a pile of high rate credit card
Florida mortgage customers have increasingly turneddebt you might make a very solid case that you are
to these mortgages as real estate values havebetter off making the smaller payment on your
increased over recent years. This phenomenon, ofmortgage and channeling your savings towards paying
course, is not limited to Florida. As home valuesdown your credit cards.
nationwide have increased, borrowers have struggledKeep an Eye on Your Monthly Bill
to find ways to afford homes that once cost half asYou would be well advised to keep an eye on your
much.monthly bill which will tell you how much negative
Look at Your Real Costamortization is accruing. Make sure that you don't drift
And please don't assume that you are saving money.into a state of denial. When you are ready to sell your
Without a doubt you are going to enjoy your tinyhome your proceeds will be reduced by the fattened
payment (as long as it lasts), but make sure that youbalance of your mortgage. Florida mortgage
take a good look at the fully indexed rate. This is yourcustomers, like those in other states have seen
real cost. Compare the fully indexed rate with the rateproperty values soften in the last year. Be aware that
on a good old fashioned 30 year fixed rate mortgage.your equity could be effected by the market as well.
You might find that the real cost of your super lowWhen the Party's Over
payment negative amortization loan is quite a bit higherNormally your minimum payment will increase a small
than the fixed rate option that is available.amount each year for the first five years. At the end
It's Not a Fixed Rate Mortgageof the five years you loan will be recast. This means
We often get calls from customers that have beenthat your loan will be amortized over the remaining
approached by other mortgage brokers offering theseterm of the loan - normally 25 years. Make sure that
products. And it never ceases to amaze me howyou are prepared for the potential payment change. It
many of these callers believe that these are fixed ratedoesn't hurt to ask your mortgage broker to calculate
mortgages. At one percent! Occasionally the caller willthe worse case scenario for you. It's best if you know
be furious at me for dashing their hopes. If you arethe potential.
considering a negative amortization mortgage pleaseCopyright © 2007 James W. Kemish. All Content.
make sure that you understand what you are getting.All Rights Reserved.
As a Florida mortgage company we deal with a fair