=The Mortgage Money Guide= Page 5

Updated Edition from the Federal Trade Commission Creative Financing For Home Buyers

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Federal Trade Commission

Balloon Mortgage

Fixed interest rate; payments are also fixed but may apply only to interest. After short term, a final payment of principal is due.

Balloon mortgages have a series of equal monthly payments and a large final payment. Although there usually is a fixed interest rate, the equal payments may be for interest only. The unpaid balance, frequently the principal or the original amount you borrowed, comes due in a short period, usually 3 to 5 years.

For example, suppose you borrow $30,000 for 5 years. The interest rate is 13 %, and the monthly payments are only $325. But in this example, the payments cover interest only, and the entire principal is due at maturity -- in 5 years. That means you'll have to make 59 equal monthly payments of $325 each and a final balloon payment of $30,325. If you can't make that final payment, you'll have to refinance (if refinancing is available) or sell the property.

Some lenders guarantee refinancing when the balloon payment is due, although they do not guarantee a certain interest rate. The rate could be higher than your current rate. Other lenders do not offer automatic refinancing. Without such a guarantee, you could be forced to start the whole business of shopping for housing money once again, as well as paying closing costs and front end charges a second time.

A balloon note may also be offered by a private seller who is continuing to carry the mortgage he or she took out when purchasing the home. It can be used as a second mortgage where you also assume the seller's first mortgage.


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