Questions about how jumbo loans work and how to refinance

Questions about how jumbo loans work and how to refinance

East Coast · Member since 2015 · 111 posts · 14 votes

I have been researching jumbo loans and I understand how they generally work. But they raise some quesitons.

1. When does the lender contact the mortgagor regarding the principal? A year before the maturity date or the month when the principal is due?

2. How early does a mortgagor usually begin the refinancing process before the maturation date?

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Zack KarpPro Member
Lender · Schaumburg, IL · Member since 2015 · 833 posts · 774 votes
6y

@Freeman Schultz I believe you are confusing a balloon with a jumbo.  As balloon is where you have a longer amortization but a shorter term.  Like a 5 year term but the payment is based on a 30 year loan.  A jumbo loan just designates the loan amount size, and it can be fully amortized like a 30 year fixed or it can have a balloon.

So if you are in fact asking about a balloon, you have to contact your loan servicer to find out when it comes due and/or your refi options, because these are not standard from lender to lender, and can vary per the loan product you used.

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  • Lender · Member since 2019 · 604 posts · 160 votes
    6y

    Why would the lender contact you?  They only contact you if don't make payments or they are foreclosing.  Yes you might get a solicitation about refinancing.  You have to contact lender to refinance.  What is your purpose for asking these questions?

  • East Coast · Member since 2015 · 111 posts · 14 votes
    6y
    Originally posted by @Fred Shatzoff:

    Why would the lender contact you?  They only contact you if don't make payments or they are foreclosing.  Yes you might get a solicitation about refinancing.  You have to contact lender to refinance.  What is your purpose for asking these questions?

    Thank you so much for responding to my post.
    I am a bit of a newbie when it comes to real estate investing. I am reading about mortgages and from what I have read about jumbo and I am just curious about the process of when they reach maturity. I have been told that mortgages are usually satisfied by either refinancing or the property is sold. Jumbo mortgages are different animal altogether because after a short period of time, that principal is due.

  • Lender · Member since 2019 · 604 posts · 160 votes
    6y

    I am not sure where you are getting that information about a jumbo loan.  But it is not correct.  A mortgage has terms whether it is 30 year, 15 year , 20 year.  It can also be an adjustable rate that my stay fixed for 5 years, 7 years and then adjusts after that.  It is very rare that a loan has a balloon payment which means that the mortgage is due in the time frame.

  • East Coast · Member since 2015 · 111 posts · 14 votes
    6y
    Originally posted by @Fred Shatzoff:

    I am not sure where you are getting that information about a jumbo loan.  But it is not correct.  A mortgage has terms whether it is 30 year, 15 year , 20 year.  It can also be an adjustable rate that my stay fixed for 5 years, 7 years and then adjusts after that.  It is very rare that a loan has a balloon payment which means that the mortgage is due in the time frame.

    Thank you again for your response.

    I do understand the basics of a mortgage. But from what I have read online about jumbo mortgages is that they are for a shorter period of time and once the period ends, the principal is due. Maybe I read it wrong. Are jumbo not short term mortgages? When they reach maturity date is the principal due or the rate just changes?

  • Zack KarpPro Member
    Lender · Schaumburg, IL · Member since 2015 · 833 posts · 774 votes
    6y

    @Freeman Schultz I believe you are confusing a balloon with a jumbo.  As balloon is where you have a longer amortization but a shorter term.  Like a 5 year term but the payment is based on a 30 year loan.  A jumbo loan just designates the loan amount size, and it can be fully amortized like a 30 year fixed or it can have a balloon.

    So if you are in fact asking about a balloon, you have to contact your loan servicer to find out when it comes due and/or your refi options, because these are not standard from lender to lender, and can vary per the loan product you used.

  • East Coast · Member since 2015 · 111 posts · 14 votes
    6y
    Originally posted by @Zack Karp:

    @Freeman Schultz I believe you are confusing a balloon with a jumbo.  As balloon is where you have a longer amortization but a shorter term.  Like a 5 year term but the payment is based on a 30 year loan.  A jumbo loan just designates the loan amount size, and it can be fully amortized like a 30 year fixed or it can have a balloon.

    So if you are in fact asking about a balloon, you have to contact your loan servicer to find out when it comes due and/or your refi options, because these are not standard from lender to lender, and can vary per the loan product you used.

    Thank you for your response. Ok. I thought they were the same thing. Appreciate you clearing them up. Yes. I am asking about a balloon.

    What you said about the lender makes sense because my understanding is that these loans are not standard so the requirements are different

    for each type of loan.

    How early do mortgagors contact the lenders or do they just wait when the mortgage is maturing? Or does it depend on the lender?

    I am assuming for the mortgagor it is best to start the process as early as possible.

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