The Risks of Negative Amortization Home Mortgage Loans

Negative amortization loans, also known as deferredthe deferred interest can take your equity and cause
interest loans, neg am and payment option ARMsyou to owe more than what the house is worth over
(adjustable rate mortgages), are home financingtime.
options that have payment adjustment caps in additionComptroller of the Currency John C. Dugan said
to interest rate adjustment caps. This means thatregulators are especially concerned about negative
even though the loan's interest rate may increase, youramortization loans in real estate markets entering
payment will generally stay the same. As housingdown cycles: "If real estate prices decline -- and there
prices skyrocketed, these loans became more popularalready is evidence of softening in some markets --
because they gave homebuyers more power tothese borrowers could face the bleak prospect of loan
purchase more house for a lower initial cash outlay.balances that exceed the value of the underlying
The 1% start rate also makes house payments moreproperties." Dugan and other regulators are also
affordable for the first few years of the loan.worried that many people may not fully comprehend
How Negative Amortization Occursthe impending payment shock when the loan adjusts
A mortgage is largely figured by using the loan amount,to fully indexed payment.
the interest rate and the number of years to pay backThe federal financial regulatory agencies express
the loan. Traditional mortgages consist of monthlyconcern over the fact that these low payment home
payments to cover interest and a gradual reduction ofbuying options are offered to a wider spectrum of
the principal (amortization). With negative amortizationbuyers who may may not otherwise qualify for a
loans there are payment caps that limit the amount ofsimilar-size mortgage under traditional terms and
payment increases, but not interest-rate increases. Asunderwriting standards. And, institutions are increasingly
a result, the minimum payments do not even cover thecombining these loans with other features that may
monthly interest. The shortfall is automatically added tocompound risk ("risk layering") including reduced or no
your loan balance, causing the principal balance todocumentation loans, and the 100% 1st mortgage, also
increase rather than decrease.known as a no money down home loan or 80-20 loan
Neg-Am and Option ARM Risksbecause of the typical 1st mortgage that covers 80%
If you make the minimum payment, in addition to theof the purchase price and simultaneous piggyback 2nd
unpaid interest being tacked onto the loan balance,for the 20% balance.
additional interest may be charged on the shortfall. So,