Mortgage Checklist

Ask your lender to help fill out his checklist.

 

Mortgage amount

Basic Features for
Comparison

Fixed-rate annual
percentage rate (the
cost of your credit as
a yearly rate which
includes both interest
and other charges)

     ARM
annual percentage rate

     Adjustment
period

     Index
used and current rate

     Margin

     Initial
payment without
discount

     Initial
payment with discount
(if any)

     How
long will discount
last?

     Interest
rate caps: periodic
and overall

     Payment
caps

     Negative
amortization

     Convertibility
or prepayment
privilege

     Initial
fees and charges

Monthly Payment
Amounts

What will my
monthly payment be
after twelve months if
the index rate:

     stays
the same

     goes
up 2%

     goes
down 2%,

What will my
monthly payments be
after three years if
the index rate:

     stays
the same goes up 2%
per year

     goes
down 2% per year

Take into account
any caps on your
mortgage and remember
it may run 30 years.

Mortgage A
$
 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Mortgage B
$
 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

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