Pro’s of All-In-One
Lowers the cost of real estate without depending on lower rates.
It’s how interest is calculated.
Lowers monthly payment automatically during the loan without refinancing.
Fewer total payments without increasing the monthly payment amount.
Provides access to home equity for 30-years, without refinancing or getting a second lien HELOC.
Reduces interest paid over life of loan.
Principle is paid first.
Interest is calculated daily as simple interest after principal payments are credited.
Mortgage paid off much sooner than typical forward mortgages, (average is 8 to 12 years).
90% LTV for Purchases.
The Index used is the 30-day average SOFR (1.925% historically).
No pre-payment penalty.
No balloon payment.
Asset depletion available to qualify.
Delayed financing option.
You can close in a Revocable Trust.
Since 1985, CMG has not had a default on this loan type.
Con’s of All-In-One
More difficult to Qualify:
Higher credit scores required.
Lower debt ratios required.
Escrows (taxes & insurance) not included.
Reserves 10% of the line-amount.
The interest rate is often slightly higher than a forward mortgage.
Owners have easy access to their home’s equity, which is bad for those who are not financially disciplined.