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John wants to buy a property for $105,000 and wants an 80% loan. The lender indi

ID: 2772969 • Letter: J

Question

John wants to buy a property for $105,000 and wants an 80% loan. The lender indicates that a fully amortizing loan can be obtained for 30 years at 12% MEY, with loan origination fees (all lender controlled fees) of $3,500.

[1] How much will the lender actually disburse?

[3] What is the effective interest cost to the borrower, assuming that the mortgage is paid off after 30 years?

[2] If John pays off the loan after 5 years, what is the effective interest charge? Why is it different from the APR in b?

[2] Assume the lender also imposes a prepayment penalty of 2% of the outstanding balance if the loan is repaid within the first 8 years of closing. What is the effective cost of the loan if John repays after 5 years?

Explanation / Answer

Solution.

1. Actual amount disbursed by lender   = $105,000 x 80% = $84,0000

                                                                  = $84,0000 - $3,500

                                                                  = $80,500

3. This is the effective interest cost to the borrower.

2. pays off the loan after 5 years, what is the effective interest charge.

4.

prepayment penalty of 2% of the outstanding balance.

= 158,943 x 2% = 3178.86

=$158,943 + $3178.86

total payment amount = $162,121.86

Cost of loan    = $17,886 + $3178.86 = $21,064.86.

Year Loan Amount Rate Interest Amount 1 $87,500 12.68% $    11,095 $        98,595 2 $            98,595 12.68% $    12,502 $     111,097 3 $         111,097 12.68% $    14,087 $     125,184 4 $         125,184 12.68% $    15,873 $     141,057 5 $         141,057 12.68% $    17,886 $     158,943 6 $         158,943 12.68% $    20,154 $     179,097 7 $         179,097 12.68% $    22,710 $     201,807 8 $         201,807 12.68% $    25,589 $     227,396 9 $         227,396 12.68% $    28,834 $     256,230 10 $         256,230 12.68% $    32,490 $     288,720 11 $         288,720 12.68% $    36,610 $     325,329 12 $         325,329 12.68% $    41,252 $     366,581 13 $         366,581 12.68% $    46,482 $     413,064 14 $         413,064 12.68% $    52,376 $     465,440 15 $         465,440 12.68% $    59,018 $     524,458 16 $         524,458 12.68% $    66,501 $     590,959 17 $         590,959 12.68% $    74,934 $     665,893 18 $         665,893 12.68% $    84,435 $     750,328 19 $         750,328 12.68% $    95,142 $     845,470 20 $         845,470 12.68% $ 107,206 $     952,675 21 $         952,675 12.68% $ 120,799 $ 1,073,474 22 $      1,073,474 12.68% $ 136,117 $ 1,209,591 23 $      1,209,591 12.68% $ 153,376 $ 1,362,967 24 $      1,362,967 12.68% $ 172,824 $ 1,535,791 25 $      1,535,791 12.68% $ 194,738 $ 1,730,530 26 $      1,730,530 12.68% $ 219,431 $ 1,949,961 27 $      1,949,961 12.68% $ 247,255 $ 2,197,216 28 $      2,197,216 12.68% $ 278,607 $ 2,475,823 29 $      2,475,823 12.68% $ 313,934 $ 2,789,757 30 $      2,789,757 12.68% $ 353,741 $ 3,143,498
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