NeighborWorks Montana
NeighborWorks Great Falls
509 1st Avenue South, Great Falls, MT 59401
(406) 761-5861 FAX (406) 216-3850
Toll Free (866) 587-2244

Participating Bond Pool Program
Statewide Low & Moderate Amortizing Second Mortgages

Available to Bond Pool Participants: US Bank, Mountain West Bank, Stockman Bank, Wells Fargo Home Mortgage, First Interstate Bank

Program Summary:
Second mortgage available to assist qualified Borrowers with their down payment and closing costs associated with purchasing a single family home. Borrowers are required to occupy the home as their principal residence for the duration of the loan. Borrower must qualify for a 1st mortgage (FHA/VA/CONV/RD) through a Bond Pool participating Lender. Loans are available for homes throughout the State of Montana.

Borrowers Income must be at or below 125% of the HUD median income guidelines adjusted for family size and for the county the home is located in. Native American Borrowers income can be up to 150%.     

Minimum Loan Amount: $1,500.00
Maximum Loan Amount:   $5,000.00

 

Term : Max 30 years for Borrowers <80% median income
  Max 15 years for Borrowers >80% median income

      


Interest Rate: Varies according to Borrowers income 

** Interest Rate as of 10/1/08 (rates subject to change quarterly (next change due 1/1/09) – check web site):

Borrowers Income
Interest Rate
Term
<50%    AMI
1.00%
(max 30 year term)
  51% -  65%
3.00%
(max 30 year term)
  66% -  80%
3.75%
(max 30 year term)
  81% -  115%
4.75%
(max 15 year term)
116% - 150%
5.75%
(max 15 year term)

Ratios: Maximum 29/41 unless valid compensating factors apply.

Loan to Value: Total loan to value cannot exceed 105% of the purchase price unless valid compensating factors apply.

Cash requirement: Borrowers are required to contribute at least $500.00 of their own funds.

Total family liquid assets cannot exceed $5,000.00 and total family assets cannot exceed $70,000.00.

Fees: There will be a $350.00 loan packaging fee, a Title policy fee (estimated at $50.00), Recording of approximately $49.00, a Title Company closing fee (as charged by Title Company estimated at $50.00), and pre-paid interest.   

Security: Second Mortgages will be secured by a deed of trust. NWGF will need to be in 2nd lien position (unless valid compensating factors apply). The second mortgage is not assumable.

Payments: Mandatory ACH payments are required.

Borrowers are required to complete NWGF/NWMT approved Homebuyer Education class prior to loan closing.

Loan packages must be sent to the NWGF/NWMT office in Great Falls using our reservation checklist.   Allow 1½ – 2 weeks processing time.

Revised 10/2/08