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Which Mortgage Option Is better for the buyer?

Alice is buying a house with 625K. She is making a 20% deposit and gets a mortgage on the balance. A bank offers her two options.

30-year term, fixed interest rate 4%.
Pay $10,000 upfront fee to buy down the rate. Still a 30-year term, but at 3.75%.
A) Option 1, because it has a lower interest rate.
B) Option 2, because it reduces the overall cost.
C) Option 1, because it has a shorter term.
D) Option 2, because it has a higher interest rate.

User Alhalama
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1 Answer

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Final answer:

To determine the better mortgage option for the buyer, we need to compare the total cost of each option. Option 1 has a fixed interest rate of 4% for a 30-year term, while Option 2 has a fixed interest rate of 3.75% for a 30-year term with a $10,000 upfront fee to buy down the rate. By calculating the total cost of each option, we find that Option 2 has a lower total cost, making it the better choice for the buyer.

Step-by-step explanation:

To determine which mortgage option is better for the buyer, we need to compare the total cost of each option. Option 1 has a fixed interest rate of 4% for a 30-year term, while Option 2 has a fixed interest rate of 3.75% for a 30-year term with a $10,000 upfront fee to buy down the rate.



Let's calculate the total cost of Option 1 first. The total cost can be found using the formula:



Total Cost = Loan Amount + Total Interest Paid



The loan amount is 80% of $625,000, which is $500,000. The total interest paid can be calculated using the formula:



Total Interest Paid = (Loan Amount) * (Interest Rate) * (Loan Term)



Substituting the values, we get:



Total Interest Paid = $500,000 * 0.04 * 30 = $600,000



Therefore, the total cost of Option 1 is:



Total Cost = $500,000 + $600,000 = $1,100,000



Next, let's calculate the total cost of Option 2. The loan amount is the same as Option 1, $500,000. The total interest paid can be calculated using the same formula:



Total Interest Paid = $500,000 * 0.0375 * 30 = $562,500



However, there is also an upfront fee of $10,000. Therefore, the total cost of Option 2 is:



Total Cost = $500,000 + $562,500 + $10,000 = $1,072,500



Option 2 has a lower total cost compared to Option 1. Therefore, Option 2, because it reduces the overall cost, is better for the buyer.

User Sagneta
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