Welcome to HomeOwner Basics Orientation!



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Transcription:

PORTLAND HOUSING CENTER Welcome to HomeOwner Basics Orientation! ML-4654 NMLS ID# 268117

WHY PARTNER WITH A TRUSTED RESOURCE Buying your first home is usually the biggest financial investment in your life. The home buying process is complicated, and there are many important choices to be made. Getting into your first home is a big accomplishment staying there is equally as important!

We re here to help! PORTLAND HOUSING CENTER Over 1,500 of our homebuyers became homeowners in the last 3 years! There are challenges and opportunities in the current housing market. We guide people of all incomes through the home buying process Over 240 people are currently saving for down payment on our matching program and will receive $3 for every $1 they save (up to $8,000!)

THE PORTLAND HOUSING CENTER IS A private, non-profit corporation Comprehensive one-stop homeownership center HUD-approved housing counseling agency Member of national homeownership center networks Oregon licensed non-profit mortgage broker Down payment assistance resource

OUR MISSION Everyone deserves access to homeownership We make it possible through quality EDUCATION, COUNSELING and FINANCIAL SERVICES

COME ON IN!

I have been telling people to go to Portland Housing Center to learn about buying a house They will help you find answers! Financial Fitness helped Claudia take a hard look at her spending. The lessons she learned and the desire to save have stuck with her, even after the class and home purchase.

The people at PHC were looking out for me and I am in awe of them. I have so much respect for how they help people. Karen, once homeless, now owns a home for family. With Portland Housing Center s help and the IDA program she was able to build strong credit and save for a down payment.

The staff at the PHC were on my team. They changed my perspective and made the home buying process accessible. Portland Housing Center s one stop shop gave Luc the knowledge and access to home buying professionals she needed to be confident in her purchase.

AM I READY TO BUY? Do you have A monthly budget or spending plan? Steady income and employment history? A manageable level of current debt? A record of paying your bills and your debts on time? Some money saved for a down payment? Not there yet? We re here to help!

IS NOW A GOOD TIME TO BUY? If you are ready for the responsibility of homeownership, now is a GREAT time to buy!

STEPS TO HOMEOWNERSHIP HomeBuyer Assessment Financial Fitness HomeBuying 101 HomeBuyer Counseling Matched Savings Program Down Payment Assistance Programs Affordable, fixed rate home loans and mortgage counseling Pre-Closing Meeting/Loan Document Review HomeOwner Classes

WE ARE MULTI-LINGUAL All of our services are available in English and Spanish Todos nuestros servicios estan disponibles en Español Let us know if you have a need for other language accommodation or any other access needs

FINANCIAL FITNESS A class to change the way you manage money Values & Money Goal Setting Money Management / Budgeting Using Credit Wisely Protecting yourself from Identity Theft Recognizing Predatory Loans Preparing your finances for homeownership

GETTING YOUR HOUSE IN ORDER A class designed by and for African American home buyers Gain the tools to have a healthy relationship with money Understand how to make sound financial management decisions for yourself and your family Understand how personal values, family and cultural history affect our behavior and understanding around money matters. Take a holistic approach to creating financial health

HOME BUYING 101 Everything you need to know about the home buying process Preparing for Home Purchase Determining how much you can afford Understanding the Role of Credit, Debt and Savings The Loan Approval Process Shopping for Your Home Inspecting and Insuring Your Home Closing on your Home Being a Successful Homeowner

DOWN PAYMENT ASSISTANCE PROGRAMS A number of local programs can help with down payment, lower your monthly mortgage payments, and/or increase your purchasing power! Eligibility is based on income, property location and other factors We also offer a matched savings program ML-4654 NMLS ID# 268117

HUD 2014 MEDIAN INCOME 2012 Median Income for a Family of Four: Published by PORTLAND HOUSING BUREAU: 12/14/2012 12/2/11 Effective: 12/1/11 EFFECTIVE 12/11/2012 $68,300 Household Size 30% 40% 45% 50% 55% 60% 65% 80% 100% 120% 1 14,600 19,440 21,870 24,300 26,730 29,160 31,590 38,850 47,810 57,372 2 16,650 22,240 25,020 27,800 30,580 33,360 36,140 44,400 54,640 65,568 3 18,750 25,000 28,125 31,250 34,375 37,500 40,625 49,950 61,470 73,764 4 20,800 27,760 31,230 34,700 38,170 41,640 45,110 55,500 68,300 81,960 5 22,500 30,000 33,750 37,500 41,250 45,000 48,750 59,950 73,764 88,517 6 24,150 32,240 36,270 40,300 44,330 48,360 52,390 64,400 79,228 95,074 7 25,800 34,440 38,745 43,050 47,355 51,660 55,965 68,850 84,692 101,630 8 27,500 36,680 41,265 45,850 50,435 55,020 59,605 73,300 90,156 108,187 Eligibility for most but not all - assistance programs is 80% median income. Check program guidelines.

ASSISTANCE PROGRAMS Mortgage Assistance Program (MAP) (Portland Housing Center 2 nd mortgage, reduces cash to close) Tax Abatement Program through PHB (freezes property taxes for 10 years) DPAL Silent 2 nd Mortgage (a 2 nd mortgage loan with no monthly payments) Mortgage Credit Certificate (MCC) (reduces your tax withholdings to assist with mortgage payments) IDA Matched Savings Program (Matches savings 3:1, up to $9,000 for down payment) Clackamas CHAP Program (Down payment assistance for purchasers in Clackamas Co.) Home Sweet Home grant program ($2,000 grant available through OBA member banks) Visit www.hownw.com for an updated list!

PHC MORTGAGE FINANCING OPTIONS FHA (Federal Housing Administration) Loans ODVA (Oregon Department of Veteran Affairs) USDA Rural Loan Program Conventional fixed financing options Oregon Bond Mortgage Credit Certificate (MCC) Contact: Heidi Martin, Lending Manager NMLS #282008 503.797-4020 ML-4654 NMLS ID# 268117

MORTGAGE ASSISTANCE PROGRAM 2 nd Mortgage up to $50k Low down payment ($500), lowers monthly payments through eliminating mortgage insurance Income eligibility: 80% Median Family Income or under Low interest rates, fixed terms Available in Multnomah, Washington and Clackamas Counties ML-4654 NMLS ID# 268117

MAP COMPARISON FHA Insured Loan Example: Conv. Loan w/map 2 nd Example: Purchase Price: $200,000 Purchase Price: $200,000 Monthly Payment: $1,160 Monthly Payment: $1,195 Mortgage Insurance: $215 Mortgage Insurance: None Total Payment: $1,375 Total Payment: $1,195 Cash to Close: $7,540* Cash to Close: $500** *Factors in $4,000 in seller paid closing costs. **Factors in $2,500 in seller paid closing costs and If this is not possible, total cash to close is $11,540. $4,800 credit from the Oregon Bond. 3.75% interest rate, $250 for taxes and insurance. 3.625% interest rate, $250 for taxes and insurance. ML-4654 NMLS ID# 268117

PHC IDA PROGRAM Matched savings program for each $1 you save, we match $3 Can help you gain up to $8,000 for home purchase 80% of median family income to qualify How to get started Meet with a HomeBuying Specialist Complete IDA Application if eligible Complete Financial Fitness course and HomeBuying 101

OREGON BOND LOAN RateAdvantage: Lower than market fixed interest rate (this increases your purchasing power!) CashAdvantage: Slightly higher fixed rate along with cash assistance equal to 3% of the loan amount. The cash assistance will help reduce the total closing costs. Income caps: 1-2 person household $83,280 3 or more person household $97,160 9 year recapture period www.oregonbond.us

RESOURCES Down Payment Programs www.hownw.com Proud Ground www.proudground.org Portland Housing Bureau www.pdc.us/nhp Habitat for Humanity www.pdxhabitat.org

WHERE DO I START AND NEXT STEPS? Complete registration @ www.portlandhousingcenter.org Pay one time $75.00 materials fee (non-refundable). Schedule your HomeBuyer Assessment appointment online. We ll run a Soft Touch credit report (that does not lower your credit score). If you are already working with a lender and they have pulled your credit, please note that in your registration.

WE LL TAKE YOU HOME!