How do I choose a specific payment structure?

Review the descriptions below to help you choose a specific payment structure.

n       Borrower information helps determine available payment structures. Some payment structures only apply to consumer loans and some payment structures only apply to commercial loans.

n       Loan Definition information helps determine available payment structures.

n       The payment structure selected on the first Calculations windows determines options on subsequent windows.

    Example: Only a funding date and maturity date are needed for a Line of Credit—Single Pay loan. The system calculates the interest, adds it to the principal, and displays the single payment amount.

    Example: The number of payments, the first payment, and funding date are needed for a Line of Credit—Interest-Only loan. The system calculates the last payment.

 

Payment Structure

Description

Balloon

§    Amortized term greater than maturity

§    For any loan type

§    Allows for collection of odd days interest

Balloon Mortgage

§    Amortized term greater than maturity

§    For secured, real estate loan types only

§    For fixed interest, 30/360 period

§    Allows for collection of odd days interest

Fully Amortized

§    Equal periodic payments to reduce balance and payoff at maturity

§    For any loan type other than a line of credit

§    Allows for collection of odd days interest

Inhouse Balloon Mortgage

§    Amortized term greater than maturity

§    For secured, real estate loan types only

§    Allows for collection of odd days interest

Inhouse Mortgage

§    Equal periodic payments to reduce balance and payoff at maturity

§    For real estate loan types

§    Always calculates odd days interest

Interest Only

§    Periodic payment of accrued interest only

§    For any loan types

§    Allows for collection of odd days interest

Interest Only Construction

§    Periodic payment of accrued interest only

§    For construction loan types

§    Calculates finance charge at 50%

Interest Only Line of Credit (LOC)

§    Periodic payment of accrued interest only

§    For business line of credit (closed) loan types

§    An interest only, line of credit loan with single pay can only be used for a personal, closed-end line of credit

Irregular

§    Series of different payment streams

§    For any loan type

Level Principal Reduction

§    Equal periodic payments of level principal amounts plus accrued interest and payoff at maturity

§    For any loan type

Mixed Principal and Interest

§    Allows for differing payment frequencies of principal and interest

§    For any loan type

§    Allows for collection of odd days interest

Mortgage

§    Equal periodic payments to reduce balance and pay off at maturity

§    For real estate loan types

§    For 30/360 period

§    Always allows for odd days interest

Open End Line of Credit

§    Allows for defining payment number, frequency, and composition (Example: interest only)

§    For construction of business line of credit loan types

§    No calculations

Single Payment

§    1 payment of principal and interest due at maturity

§    An interest only, line of credit with single pay can only be used for a personal, closed-end line of credit

Single Payment Construction

§    1 payment of principal and interest due at maturity

§    For construction loans

Unstructured

§    Custom repayment is entered as text with no calculations

§    For business term loans