USA (excluding Florida)

American mortgages are available for the majority of nationalities, for house purchase, home improvement or equity release purposes.


Loans are based on the valuation or purchase price (whichever is the lower), LTV varies depending on the state and currency of the loan, as shown in the table below.


Proof of income is required in all cases over 75%, and can be made up of earned income, pension, investment or rental income.  However, it is not always the case that the lender will take all or part of these incomes into account when determining the maximum loan available.  The income criteria is variable, Bank and Employer’s References are required if employed, and Bank and Accountant’s Reference if self-employed.  Existing borrowing in the UK and overseas will be taken into account.


Example American mortgage in US Dollars:

A repayment mortgage of $100,000 over a period of 30 years at a Variable Interest rate of approximately 7.45% equals:  approximately $703.00 capital and interest per month, therefore a total approximate amount payable over term of $257,000 including capital, interest, arrangement and survey fees.

Product US1

80% Interest Only (Max 2 Applicants only must be financially linked)
UK CLIENTS ONLY


Maximum age

Mortgage must be paid up in full by age 75

Maximum LTV

Based on loan size as follows:
£30k - £350k;            80%
£350k - £500k;          65%
£500k - £600k;          50%

Maximum loan size

£600k on 1st property;
£300k on 2nd property

Maximum term

5 - 25 years

Repayment type

Interest only or Repayment

Compulsory products

Buildings insurance

Bank arrangement fee

1% of lending deducted from gross advance

Interest Rate

Bank of England base rate plus 2.74%

Rate review

Variable

Income criteria

Existing UK liability and new liability must not exceed 40% of proven gross income

Redemption penalty

3% for year 1; 0% thereafter

Credit search UK

Yes


Application Charges

 

Underwriting Fee

$350

Documentation preparation fee

$320

Valuation (Appraisal) costs

$350

 

 

Completion Charges

 

Exchange rate fee

 

Product US2

80% Interest Only (Max 4 Applicants)
Most nationalities considered
New York, Washington,California, Colorado, Connecticut, Florida, Hawaii, Oregon, Neveda and New Jersey States only.
Canada

Maximum age

Mortgage must be paid up in full by age 70

Maximum LTV

80% of valuation or purchase price whichever is lower

Maximum loan size

No Maximum
$ 75.000 minimum

Maximum term

30 years

Repayment type

Interest only or Repayment

Compulsory products

Buildings insurance

Bank arrangement fee

0.50% of lending payable after formal offer and before completion.
For loans in company or trust structures a further 0.25% will apply

Interest Rate

1.5% above Lloyds internal costs of funds which closely matches Quarterly Euro/ LIBOR

Rate review and payments

3 monthly in arrears

Income criteria

Existing UK liability and new liability must not exceed 50% of proven net income or 5 times gross incomes

Redemption penalty

0%

Credit search UK

No

Currency Switching

Currency switching available up to 75% ltv


Costs

 

Stamp duty

1%

 

 

Valuation (Appraisal) costs

$700

Mortgage processing fee

0.50%

 

 

 

 

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