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Sonic Realty

Understanding Debt-to-Income Ratio in Real Estate: A Key Factor in Mortgage Approval

Debt-to-income ratio (DTI) is a crucial metric lenders use to assess borrowers’ financial health and determine their eligibility for a mortgage. Let’s explore DTI, how it’s calculated, and why it matters in real estate transactions.

In simple terms, debt-to-income ratio measures the proportion of a borrower’s monthly income that goes toward paying off debts, including mortgage payments, credit card bills, car loans, student loans, and other financial obligations. Lenders use DTI to evaluate borrowers’ ability to manage their existing debt obligations while taking on additional debt as a mortgage.

To calculate DTI, lenders divide the borrower’s total monthly debt payments by their gross monthly income and express the result as a percentage. For example, if a borrower has total monthly debt payments of $2,000 and a gross monthly income of $6,000, their DTI would be 33% ($2,000 divided by $6,000).

DTI plays a critical role in mortgage approval decisions in real estate transactions. Lenders typically have maximum DTI thresholds that borrowers must meet to qualify for a mortgage. These thresholds vary depending on the type of loan and the lender’s guidelines but generally fall between 36% and 43%.

A lower DTI ratio indicates that a borrower has more disposable income to cover their mortgage payments, making them a lower credit risk in the eyes of lenders. Conversely, a higher DTI ratio suggests that borrowers may stretch their financial resources thin and have difficulty making mortgage payments, increasing the lender’s risk of default.

Borrowers can improve their chances of mortgage approval by reducing their DTI ratio through strategies such as paying off existing debt, increasing their income, or opting for a less expensive home. Additionally, lenders may offer flexibility for borrowers with higher DTI ratios by considering compensating factors such as solid credit history or substantial cash reserves.

In conclusion, the debt-to-income ratio (DTI) is a critical factor in real estate transactions, influencing mortgage approval decisions and determining borrowers’ affordability of a home. Understanding DTI and its implications can help borrowers navigate the mortgage application process and position themselves for success in achieving their homeownership goals.

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DJ Peterson

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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.