There are multiple rules that determine loan maximum caps and it is probably easier to have a mortgage professional help you, the borrower. [To contact a mortgage professional for this help click here or call 888-299-4484].
Otherwise here’s a simplified explanation of how this is calculated:
First a 203K loan must stay within the correct Loan-to-Value (LTV) amount which could limit the dollar loan amount. HUD allows up to 110% LTV but lenders tend to cap it at 103% LTV and sometimes 95% LTV.
Here’s one example at 103% LTV: If a home’s future value appraisal (see definitions section for explanation) is $200,000 then the maximum loan amount could go to as much as $206,000 (or $200K x 103%).
Second, the maximum allowed loan amounts range from about $271K up to $727K and vary in each state & county. These maximum loan amounts are the same as under the FHA 203(B) program. To see the maximum your state & county allow go to:
MAX LOAN AMOUNTS: https://entp.hud.gov/idapp/html/hicostlook.cfm
Fourth, there are more rules & exceptions that a lender or mortgage professional can help you through in part by using the HUD-92700 form (Maximum Mortgage Worksheet). For example:
Solar energy equipment: a mortgage is eligible for an increase up to 20 percent if such an increase is necessary for the installation of.
Lastly, CLICK HERE for differences between a Refinance and a Purchase.
MAX FOR REFINANCES:
Based on the Lesser of:
- The existing debt on the property before rehabilitation, plus the estimated cost of rehabilitation and allowable closing costs or
- The lesser of the As-Is value plus rehabilitation costs or 110 percent of the after-Improved value multiplied by the appropriate LTV factor.
NOTE: If the property was owned less than one year, the acquisition cost plus the documented rehabilitations costs must be used.
MAX FOR PURCHASES:
The maximum mortgage amount is based on the lesser of 1) or 2) of the below multiplied by the appropriate LTV factor.
- The As-is value or the purchase price of the property before rehabilitation, whichever is less, plus the estimated cost of rehabilitation or
- 110 percent of the After-Improved value of the property.
[For an Approved 203(K) Lender click here or call 888-299-4484]
