Tuesday, December 21, 2021

Applying for a Mortgage at First Bank of the Lake – 7 Types to Choose From (Part 2)

At First Bank of the Lake, we hope you enjoyed part 1 of our blog on Applying for a Mortgage at First Bank of the Lake.  As you can tell, we have a number of mortgage options for you to choose from to best suit your needs.  Last week we talked about 3 of our more standard mortgages … Fixed Rate Mortgages, Construction Permanent Loans, and Bridge Loans.  This week we are going to go into more detail about 4 other types of loans.  If you are thinking about buying, building, or refinancing a home at Lake of the Ozarks, read on!  We have the information you need to make the best decision on what type of loan would be best for your situation.  When you are ready to make the move, we invite you to reach out to one of our mortgage lenders in Osage Beach to get started.


Adjustable Rate Mortgage (ARM)

ARMs can be a popular mortgage choice when interest rates are high, if you only plan to stay in your home for a few years, or if you plan to refinance down the road. Most ARM loans feature an initial rate period, during which the interest rate, principal, and interest payments remain the same. Once the initial rate period expires, the interest rate will adjust once per year for the remainder of the loan term. The adjustments are based on a fluctuating index plus a margin. When the interest rate adjusts, your monthly payment will usually increase if rates go up or decrease if interest rates go down.

Often, an ARM loan may have a lower starting principal and interest payment, but at the end of the ARM loan’s initial rate period, the interest rate and monthly principal and interest payment could go up. If that happens, you will need to be prepared to make bigger payments. To help avoid significant fluctuations, interest rate caps limit how much the interest rate can go up or down at each interest rate adjustment and over the life of the loan.

Key Features:

  • Available in 5/1 term.
  • Fixed rate for the first five years.
  • No private mortgage insurance.
  • Variable rate can adjust up or down at the end of the fixed term.
  • Rate increases are capped at a pre-set maximum.
  • Attractive interest rates and low closing costs.

ARM loans are named by the duration of the initial rate period and how often the rate will adjust thereafter. First Bank of the Lake offers a 5/1 Adjustable Rate Mortgage:

  • The “5” stands for the 5-year initial rate period during which the interest rate remains the same.
  • The “1” shows that the interest rate can adjust once per year after the initial rate period expires. An ARM loan may be a good option if you plan to move or refinance within a few years or if you expect your income to grow in the future 


Jumbo Loans

If you’re buying, financing, or building a home with a higher property value and can manage larger monthly mortgage payments, a jumbo loan, also referred to as a non-conforming loan, may be a good choice for you.

“Non-conforming” refers to loan amounts higher than the maximum conforming limits available for Fannie Mae loans. Jumbo loans are available in a variety of fixed-rate and adjustable-rate options. Although they usually feature both a higher down payment amount and higher interest rate than standard mortgages, a fixed or variable-rate jumbo loan can help some people accommodate large purchases.

Key Features:

  • Home financing option above $510,400.
  • Variety of loan terms are available.
  • Financing for primary residences and vacation homes.
  • Fixed rate, adjustable rate and interest-only payment options.
  • Purchase, Refinance, and Construction options available.
  • Attractive interest rates and low closing costs.


Residential Lot Loans

When you find the perfect lot, you don’t need to wait until you are ready to build. You can purchase the lot now, work on creating your new home plans, and then select a builder. When you’re ready, we can also provide the construction loan and permanent financing. With so many considerations to make while preparing to build, let us take care of the lot financing.

Key Features:

  • Loan amounts up to 1 million.
  • Three financing options available, including interest only and fixed rate loans.
  • Low down payment options.
  • In-house underwriting, processing and closing.
  • Up to 10 acres allowed.

When it comes to finding a lot that works for you, you should consider:

  • Your price range.
  • Zoning requirements for your desired area.
  • Annual tax rate on the lot.
  • Ordinances and covenants, including homeowner’s association (HOA).

Portfolio Loans

Our in-house portfolio loans can help potential buyers with special circumstances or atypical financing requirements, which can make it difficult to qualify for a conventional home loan. Portfolio loans offer homebuyers and homeowners with greater flexibility in the loan approval process. They feature fixed and adjustable rate terms, attractive rates, low closing costs and local lending decisions.

Key Features:

  • Loan amounts from $300,000 to $30 million.
  • In-house processing, underwriting and closing.
  • Low down payment options.
  • Expanded guidelines and specialized features.
  • Interest-only options.
  • Financing options for self-employed borrowers.
  • Bridge financing.
  • Pledged assets in lieu of cash.
  • For primary or vacation homes.
  • No prepayment penalty.
  • No monthly mortgage insurance.
  • Escrow for Homeowner’s Insurance and Taxes not required.

When it comes to home loans, there’s no such thing as a one-size-fits-all.  That’s why First Bank of the Lake offers different types of home loans to meet a variety of needs. Sometimes the specifics when buying a house at the Lake of the Ozarks aren’t standard, but that doesn’t make it impossible.  Our lending experts in Osage Beach are well-versed in all our loan products and are solution-focused.  It is our goal to help you reach your goal of buying your dream home. If you have any questions, we encourage you to give us a call.  To stay informed with all our latest tips and information about banking at the Lake of the Ozarks, please follow us on our social media channels below!  





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Located at the entrance to the Osage Beach Premium Outlets!

4558 Osage Beach Parkway

Suite 100
Osage Beach, MO 65065

                                                                            (573) 348-2265 

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