fbpx

Sonic Realty

Understanding Balloon Mortgages: A Guide to Short-Term Home Financing

A balloon mortgage, a type of home loan that offers lower monthly payments for a fixed period, can be an attractive option for borrowers. It provides the benefit of lower initial payments, making homeownership more affordable in the short term. However, it’s important to note that this type of mortgage also carries certain risks that borrowers should be aware of.

During the ‘balloon period’ of a balloon mortgage, borrowers typically make smaller monthly payments for a specified period, often five to seven years. These payments are based on a longer loan term, such as 30 years, but only cover the interest on the loan, with little to no principal reduction. It’s crucial for borrowers to remember that they need to plan for the balloon payment, which becomes due at the end of this period.

However, at the end of the balloon period, the loan’s remaining balance becomes due in full, requiring the borrower to either pay off the loan, refinance the remaining balance, or sell the property. This giant balloon payment can be a significant financial burden for borrowers if they cannot meet the payment obligation or refinance the loan on favorable terms.

One common strategy for borrowers with balloon mortgages is to plan for a future refinancing or sale of the property before the balloon payment comes due. This allows borrowers to take advantage of the lower initial payments while still having a plan to address the balloon payment when it becomes due.

Despite their risks, balloon mortgages can be viable for specific borrowers, particularly those who expect their financial situation to improve or plan to move or refinance before the balloon payment is due. However, borrowers should carefully weigh the potential benefits and risks of a balloon mortgage and ensure they have a clear plan for addressing the balloon payment when it comes. Consulting with a knowledgeable mortgage advisor can help borrowers decide whether a balloon mortgage suits their financial needs and goals.

Weekly News

DJ Peterson

Website:

Affiliated Business Arrangement Disclosure Statement
This is to give you notice that Sonic Loans Inc., Sonic Title Agency LLC, and Sonic Realty LLC have a business relationship. The nature of the relationship between the Referring Party and the provider(s), including percentage of ownership interest, if applicable, is: Sonic Loans Inc., Sonic Title Agency LLC, and Sonic Realty LLC are all 100% owned by the same party. Because of this relationship, this referral may provide any of the above parties with financial or other benefit.
A. Set forth below is the estimated charge or range of charges for the settlement services listed. You are NOT required to use the listed provider(s) as a condition for settlement of your loan on, or purchase, sale, or refinance of, the subject property.
THERE ARE FREQUENTLY OTHER SETTLEMENT SERVICE PROVIDERS AVAILABLE WITH SIMILAR SERVICES. YOU ARE FREE TO SHOP AROUND TO DETERMINE THAT YOU ARE RECEIVING THE BEST SERVICES AND THE BEST RATE FOR THESE SERVICES.
Provider and Settlement Service Charge or Range of Charges
Sonic Realty LLC 1%-6% of purchase price
Sonic Title Agency, LLC Title Insurance Policy: $950 - $1706 on a $250,000 property. (Rates vary and are dependent on the state, selling price, and loan amount on the property.)
Title Search Fee: $250 - $325 (where applicable)
Closing Fee: $450 - $650
Sonic Loans Inc.

This company provides various real estate mortgage loan origination activities either as a third-party originator or a mortgage broker, including loan pre-qualification, competitive bid process (when providing third-party origination services), loan origination, loan pre-approval, loan structuring, processing, and closing.

Loan Origination Charge: 0-3 % of loan amount (may include 3rd party fees)
Loan Discount Fee/points: 0.5%-6% of loan amount.
Application/Processing Fee: $0.00 - $875.00
Flood and tax service: $0.00 - $95.00
Underwriting Fee: $0.00 - $1295.00
Document Review Fee: $0.00 - $400.00
Appraisal Fee: $0.00 - $850.00
Credit Report Fee: $0.00 - $135.00

Actual charges may vary according to the particular lender selected, the particular services provided, and the underlying transaction, borrower selections, etc. Some or all of these fees may be charged by third parties and/or the Member Mortgage Lender/Mortgage Broker. The Member Lenders and Mortgage Brokers have agreed to pay a fee ranging from 0.5% to 2.75% of the loan amount to Sonic Loans in connection with a range of loan origination services provided by Sonic Loans to the Member Lender/Mortgage Broker. The fees are paid either directly to Sonic Loans by the Member Lender/Mortgage Broker or billed directly to you at closing.
B. Set forth below is the estimated charge or range of charges for the settlement services of an attorney, credit reportingagency, or real estate appraiser that we, as your lender, will require you to use, as a condition of your loan on this property, to represent our interests in the transaction.
Sonic Loans Inc. provides mortgage lender/broker services. Sonic Realty LLC provides real estate brokerage services. Sonic Title Agency LLC provides title insurance and settlement services.

Provider and Settlement Service Charge or Range of Charges
Appraisal Fee $0-$800
Credit Report Fee $63-$125
 Actual charges may vary depending on the lender and loan program selected which can be found on your loan estimate.
ACKNOWLEDGMENT
I/we have read this disclosure form and understand that Sonic Loans Inc., Sonic Realty, LLC, or Sonic Title Agency LLC are referring me/us to purchase the above-described settlement service(s) and may receive a financial or other benefit as the result of this referral.