The Difference between a Reverse, or Negative Amortization Mortgage and a Reverse Mortgage

There is a lot of confusion between the termsoriginally $300,000 has ballooned to $369,241.25!
"reverse amortization mortgage" and "reverseLet's run the numbers for the post negam or regular
mortgage." Compounding the confusion is the fact thatstage of this mortgage. The term of the mortgage is
the word "amortization" is probably the hardest word in30 years. So now, there are 25 years left for the
the English language to spell. It is commonly written byborrower to pay $369,241.25 at 7.75%. This will require
some very intelligent folks as amorazation ora minimum monthly payment of $2,788.99, or exactly
amerazation.$1,800 a month more than the borrower has been
As a result, many people just leave the amortizationpaying.
part out, and do web searches for reverse mortgagesThese numbers are the exact numbers taken from an
when really what they want to find out about, andexisting negative amortization mortgage. There are
hopefully learn to avoid, are negative amortizationmany variations to how a negam works, but with
mortgages.every one, the monthly payment starts small and the
On the other hand, some people may be interested inprincipal increases in the negam period. Then, in the
a reverse mortgage, but end up being solicited by aregular period, the required monthly payment increases,
throng of crazed mortgage brokers who want to sellsometimes to 2, 3 or even 4 times its original amount.
them a negative amortization mortgage.A reverse mortgage
Let's see if we can help lift the fog on these confusingA reverse mortgage was devised to help retired
terms that describe a couple of very dissimilar typespeople augment their income. This type of mortgage is
of mortgages.available to people who are 62 years of age and
A reverse or negative amortization mortgageolder.
A negative amortization mortgage is sometimesWith a reverse mortgage the retiree sells off some of
referred to as a reverse amortization mortgage. Withhis/her equity in their home and can opt to receive the
either terminology, what happens with this type ofpayment in a lump sum, as monthly payments, or as
mortgage is that the principal owed on the mortgage ishas become most common, a line of credit to be used
allowed to increase in the early stage of the mortgage.at any time for anything.
This early stage is commonly referred to as theThe person taking the reverse mortgage is not
negative amortization or negam portion of therequired to pay anything back on the mortgage, but
mortgage. This negam stage usually lasts 3 to 5 years.sometimes there is a time limit to which he/she will
For example, a borrower takes a mortgage on his/herreceive payments on the reverse mortgage.
property for $300,000. Under the terms of theMany times a reverse mortgage is structured where a
mortgage, he/she will be required to make theperson sells his/her equity and in return will receive
minimum monthly payment of $988.99 each month formonthly payments for life. Of course, in this case, after
the first 60 months, or 5 years of the mortgage. Thisthe homeowner is deceased, he/she cannot leave the
5-year period is, of course, the negam period. Whenequity, which has been sold in the reverse mortgage to
you calculate the interest rate for this negam periodhis/her descendants. So, if all the equity has been used
you'll find that it is 1.173%!for a reverse mortgage, the deceased person will not
When the negam period ends, basically, the party'sbe able to leave the home to anyone.
over. Under the terms of this particular mortgage, theDespite that drawback, a reverse mortgage can be
interest rate increases to 7.75% and that's not all! Thegreat tool for a retired person to use as a way to add
interest rate has been 7.75% all along, but themore income to his/her pension and/or social security.
borrower was not obligated to pay this much duringOn the other hand a reverse or negative amortization
the negam stage of the loan. So, what happened was,mortgage was devised, in my opinion, as a way for
the interest that wasn't being paid during the negambanks and other lenders to drum up more business by
stage was being added on to the principal of thequalifying borrowers who may eventually end up in
mortgage. Now, 5 years later, the principal that wasforeclosure because of them.