Before everyone reading this just says, "of course you need a job to get a mortgage, duh," give me a couple of seconds. You need income to get a mortgage loan. It has to be verifiable. It needs to be reliable (expected to continue for at least three years). And it has to be sufficient. What it does NOT have to be is from a job.
Here's an example:
Mr. and Mrs. Smith are retired. They would like to stop renting their third floor apartment and get a house with their daughter, who can help them around the house a bit. The Smiths have no bills and get about $2400 a month in Social Security. They also loaned money to their son and have a note receivable for $40,000. He faithfully pays them $1,000 a month and will continue to for about 5 more years. Their daughter, Sara, works part time from home and earns about $500 a month. She gets another $800 in public assistance and $500 more from her ex-husband to support her small son. She has a $200 a month car payment and a $35 a month credit card payment.
So altogether we have $5,300 a month in income and $235 a month in expenses. If all of this income accepted by the lender, this family qualifies for a purchase of $220,000 with a $216,000 mortgage. Now here's what you have to do to prove the income is viable.
* Social Security: This is the easy one. Provide tax returns and supporting documents. If just starting to receive it, provide a copy of your award letter and a recent check or bank statement showing an automatic payment.
* Income from a note receivable: Provide a copy of the note receivable and copies of banks statements or checks showing that you have been receiving it for at least 12 months. For this reason it's always good to make separate copies of checks from less traditional sources and deposit them separately so they can be easily tracked and proved.
* Public assistance: Disability and welfare benefits must be verified by letters from the paying agency with the amount, frequency and duration of payment specified.
* Part time job: This one may be the toughest to get credit for. If it's a new job in a new field Sara might not be allowed to count the income when pre-qualifying for a home loan. But if it a field she has experience in, or she has been at it for some time (a year or two), or she can get a letter from her employer stating that her employment is expected to continue, she may be able to use the income for qualifying.
* Child support or alimony: This is similar to the note receivable. You need your divorce decree, showing the amounts to be paid and the duration. You also need to prove that Dad isn't a deadbeat and has been paying on time. Again, you can see the importance of making copies of each check and depositing it by itself. Otherwise the underwriter could force you to go hat in hand to the ex and beg for copies of all the canceled checks. Sounds like fun, huh?
In addition, this family (and families like them--maybe YOURS) probably qualifies for a mortgage credit certificate, allowing them to pay less in taxes, keep more income, and qualify for a bigger house. And there's the first-time buyer credit of $7,500. And in many places special programs like Rural Housing that don't even require a down payment.
So while prices are low and financing is cheap, smart families who can live together without driving each other nuts could end up with a smart investment--and the last laugh.
10 Responses to "Can I Get a Mortgage with No Job?"
��This is a wonderful opinion. The things mentioned are unanimous and needs to be appreciated by everyone
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jakejaden111
Offset Mortgages
My husband had good credit until recently, due to a house in another state that we had a non paying renter. Can't go back to that state, no work available. I have a 750 credit score, but only have a part time job - is it possible for me (without my husband) to qualify for a mortgage with a co-signer (my mother in law). My part-time job isn't much, but my husband makes a very good salary and the mortgage payment wouldn't be a problem. Still without him on the mortgage application my income alone is not going to do it...will having a co-signer really make a difference?
Yes, they would want to make sure that it's a genuine income stream. When I worked as a loan officer, I would have gotten proof from you that your son was making regular payments on the note -- probably canceled checks. A history of regular payments would demonstrate that this is the real deal. If you don;t get regular payments but claim the note as an asset, the more business-like the transaction appears, the better your chances of getting the note counted. So you want an agreement in writing, with specific penalties for non-performance, and a way to enforce the note.
Many lenders might want to take a second look at the note receivable form the son. You might argue that this is not an arms length transaction. They will refer the file to the legal department for an opinion. The question that needs to be addressed is "can we collect on this note?".
Absolutely. You don't pay interest on funds you don't use. There is a service charge for keeping the line open (similar to that of a home equity line of credit, or HELOC).
Rather than taking a lump sum or monthly payout, can you use a reverse mortgage to fund a credit line? If so, how would that work? If I don't actually use the funds, do they subtract the interest anyway?
Reverse mortgages come almost exclusively with variable rates. A variable or adjustable rate mortgage is tied to a published index, such as the MTA, COFI, LIBOR, or 1-Year Treasury. A margin is added to this index to derive your interest rate. Reverse mortgage rates are comparable to regular ARMs. For example, today's 3-month LIBOR rate is 1.25%. Add a typical 2.75% margin to this and you get a rate of 4.0%. Most seniors are very happy with their decision to take out reverse mortgages. According to an AARP survey, over 90% of seniors surveyed were happy with their loans. You can find out how to shop for an HECM (the disclosure forms are different from conventional mortgages), how to make your fees go further, and what to watch out for when considering one of these loans here :
http://www.guidetolenders.com/reverse_mortgage/index.jsp
But I think they are a great option for seniors. The fees are generally less than the costs of selling the home, and you get to keep living there, AND you get money to enjoy the rest of your life.
My husband is retired and I have a part time teaching job. We both are receiving social security. We've considered getting a reverse mortgage on our house, which is fully paid off, to help us achieve a little more enjoyment out of our retirement. Would this be a good time to do this? Does the reverse mortgage market reflect the same low rates as the regular market? If it does, it seems like it would decrease the rate of loss of our equity.
It's a way to get an extra tax deduction for your mortgage payment. The extra savings are added to your income and allow you to qualify for a bigger mortgage. Here's the full post :
http://www.mortgagecreditproblems.com/blog/mortgage-credit-certificate-programs-free-money-for-first-time-home-buyers/
What is a Mortgage Credit Certificate?