Article sponsored by Jim VanErmen ABR CRS
 and Published in Tri-County Homes magazines

Mortgage Financing with Leslie Jackson Regions Mortgage

In obtaining a home mortgage, it was never a question of if I qualify but when.  With good credit erasing bad credit, in time, all past "sins" are gone.  The only other variable was income vs. debt.  Well, just recently I have added a third consideration which is where.  Where you go to obtain financing does make a difference.  Two cases in the past few months have made me a believer.  First, a buyer was told he would have to wait 6 months, improve his credit score, and then reapply. Second, the ultimate fear, the "Birmingham" underwriter turned down the buyer's loan the day of closing.  In both cases a different mortgage company was able to provide financing.  In the last case the closing only changed by one day!  I have asked LESLIE JACKSON  the branch manager of Regions Mortgage Millbrook (285-0250) and TAMMY MOON TURNER the branch manager of Country Wide Mortgage Montgomery (213-0997) to provide us with their insights in mortgage lending.  

Leslie, how are you able to make a loan happen when another company cannot?
Jim,  Regions Mortgage Inc. is often able to do loans that other lenders cannot because of the diverse investor base from which we obtain the funds.  Regions has the ability to lend from the deposit base of Regions Bank, from bond funds raised by the Alabama Housing Finance Authority, as well as funds raised directly by Regions Mortgage through the capital bond markets in Chicago.  In addition we also have exclusive relationships with multiple private investors who are often willing to make exceptions to traditional guidelines as well as income ratios and credit history.

All mortgage banking companies have access to investors who require conformance to the standard documentation and underwriting guidelines.  It is Region's size and exclusive relationship with investors who allow exceptions to these guidelines that makes the difference. Since Regions Mortgage Inc. almost always services the loan for the investors, our customers only have to deal with Regions when it comes to making their payments so it really doesn't matter to the customer who the investor is.  The important thing to the customer is that they get the loan they need at a competitive rate
Can you mention some of your program?
Sure, some of our most popular loan programs include:

1.  100% financing - no money down.  We have at least 3 different 100% programs.
2.  Construction/permanent financing all rolled into one loan.
3.  Stated income and low or no documentation financing in cases where proving income or assets may be difficult.

Of course we also do all the standard FHA, VA and 30 year fixed rate conventional programs which have all been popular this year with interest rates as low as they have been.  Region's size makes all this possible, but it also gives each local loan originator the ability, through technology to submit the loan for approval while the customer is in the office.  The customer has access to all the loan programs from which they can choose immediately at application.  This way the loan originator in the local branch can spend time explaining only those programs for which the applicant can be approved.

Leslie,  please explain the credit scoring process as it exists now (September 2001).
I have often compared mortgage loan underwriting to making a stool stand up.  A four-legged stool will stand as will a three-legged stool.  When you get to two legs, it is impossible to make the stool stand up.  The four legs of the mortgage stool are:

1.  Capacity - Does the applicant have the income that would make them able to repay the loan?
2.  Cash - Does the applicant have adequate savings to pay the funds required at closing plus the reserves after closing to cover any emergencies?
3.  Collateral - If something happened to the borrower, could the lender recover the loan through the sale of the property?
4.  Credit - Has the borrower shown proper regard for the repayment of their obligations in the past?

Credit scoring only deals with one leg of the stool and as such is not the only criterion used in making the underwriting decision.  As one fourth of the decision process, however, it is certainly an important part of the decision process.  Some factors that effect a customers credit score include:

1.  How promptly has the borrower repaid credit obligations in the past?
2.  If there have been delinquencies how recent were they and on how many accounts?
3.  How much credit does the consumer have, and how recently was it opened?
4.  What types of accounts does the consumer have such as revolving charge cards or installment loans?
5.  What is the outstanding balance as it relates to the credit limit?
6.  How many inquiries to obtain new credit have there been recently?
7.  Are there any public records such as bankruptcy, foreclosure, or judgments?
8.  Have previous creditors had to file for collection or charge off any previous accounts?

All of these factors are not necessarily equally weighted when producing the consumers credit score and there are some wonderful brochures I can provide that explain the scoring system in more detail. Let me close by listing some factors that do not go into the credit score, which makes it the most objective way to look at credit we have ever had.  It does not include how much you make, where you work, age, gender, race, national origin, religion, marital status, or any other factors that have nothing to do with how you have managed your credit in the past.  Objectivity is maintained because everyone is scored based on the same factors.

Thanks Leslie, your insight and time are greatly appreciated.
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