FAQ: What exactly do you do?

I get this question more than any other: What exactly do you do?

A mortgage broker acts as an intermediary who sources mortgages on behalf of individuals or businesses.

My role as a professional is to “broker” a for a home , home or a loan/line. I interface with borrowers (clients) and companies that buy mortgages.

Before I got into the mortgage business I worked as a systems analyst. I never thought of it this way but my previous life in the software field and my current life as a professional are one and the same. This clip from Office Space best sums up my previous life.

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FAQ: How do I save on closing costs?

questionmark.jpgQ: How do I save on closing costs?

A: To save on closing costs, you need either strong negotiating skills or a lot of time on your hands to shop.

Strong negotiating skills: When dealing with a lender one on one, you need to realize that everything is negotiable. It’s a matter of who’s going to pay what. If you don’t want to pay for an appraisal, a credit report, a processing fee, etc. you can let the lender pay for them but you may get a higher . Some lenders pay for your appraisal especially if you’re a referral or a repeat customer. Some lenders charge an application fee on their good faith estimates only to waive it at closing. Have your lender explain each fee. If they have trouble explaining a fee or if they say “don’t worry about this fee” or you should choose another lender.

Lot of time on your hands to shop: Have lenders compete for your business. However, when lenders compete you have to remember that not every lender plays by the rules. One lender may give you the deal of a lifetime just to get your business and surprise you with a higher or costs at closing. Make sure you shop on the same day as well since rates change daily and make sure you only the lender portion of the good faith estimates (section 800) since some lenders may not include title and government fees.

The real answer is caveat emptor.

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FAQ: How do I get the best rate?

questionmark.jpg From time to time I’ll be addressing client questions that are frequently asked and some questions that are quite obscure. Some questions are mortgage related, some are related, and some are related. My answers won’t be the canned answers you see on most sites.

Q: “How do I get the best ?”

A: Let’s assume the following:

  • you’re asking about a on a single family house that’s considered your primary residence
  • you’re asking about a without a second
  • you have either 20% equity () or you’re putting a 20% down payment ()
  • you have credit scores over 720
  • you don’t have any late payments of any kind
  • you have assets i.e. money in a checking account, savings account, 401k, mutual funds and/or stocks at established financial institution(s)
  • you have statements from the aforementioned financial institution(s)
  • you’ve been in the same line of work for quite some time for the same company
  • you have a limited amount of
  • your to income ratio is far below the 40% threshold

If you fit this profile you’ll get the best rates because institutions view this profile as little to no risk. These loans are typically run through an automated underwriting program i.e. computer software that runs an algorerithm (software geek joke) and gives you a loan approval in seconds. Even if you don’t fit this profile 100%, the automated underwriting program may still grant you an approval in seconds. Your history of paying debt (), capacity to pay the loan (income/assets), and the collateral backing the () all plays a role in getting the best .

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