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Loan

1. Victor earns a gross annual income of $84,482 and is buying a home for $185,500. He is making a 10% down
payment and financing the rest with a 30-year loan at 3.75% interest.

Monthly Mortgage Payment Per $1000 Borrowed
Rate 15-year 20-year 25-year 30-year
loan
loan loan
3.00% 6.906 5.546 4.742
4.216
3.25% 7.027 5.672 4.873
4.352
3.50% 7.149 5.800
5.006 4.490
3.75% 7.272 5.929 5.141
4.631
4.00% 7.397 6.060 5.278 4.774
4.25% 7.523 6.192 5.417 4.919
4.50% 7.650 6.326 5.558 5.067
4.75% 7.778 6.462 5.701 5.216
5.00% 7.908 6.600 5.846 5.368

(a) What is the mortgage amount Victor will borrow?
(b) According to the rule of thumb used in this course, can Victor afford this mortgage? Justify your
response in order to earn full credit.
(c) What will Victor's monthly mortgage payment be?
(d) What will Victor's total payment for the house be?
(e) What is the amount of interest Victor will pay?
Answer:
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User AKG
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1 Answer

6 votes

Final answer:

Victor's mortgage amount is $167,850. According to the affordability rule of thumb, he can afford the mortgage. His monthly mortgage payment will be $775.42, and the total payment for the house will be $279,150.72. The amount of interest that Victor will pay is $111,300.72.

Step-by-step explanation:

To answer the question, we need to calculate the mortgage amount, monthly mortgage payment, total payment for the house, and the amount of interest Victor will pay.



(a) Mortgage amount:

Victor is making a 10% down payment on the home, so the mortgage amount he will borrow is 90% of the home price: 0.90 × $185,500 = $167,850.



(b) Affordability:

A rule of thumb for affordability is that the monthly mortgage payment should not exceed 25% to 30% of the monthly gross income. We can calculate Victor's monthly gross income by dividing his annual income by 12: $84,482 / 12 = $7,040.16. Let's calculate the monthly mortgage payment:

Using the interest rate of 3.75% and the loan term of 30 years, we find the monthly mortgage payment per $1000 borrowed from the given table: $4.631.

To calculate the monthly mortgage payment for Victor's loan, we multiply the monthly mortgage payment per $1000 borrowed by the mortgage amount in thousands: $4.631 × ($167,850 / 1000) = $775.42.

Now we can check if this payment is within the affordability range: $775.42 / $7,040.16 = 0.1100 (or 11.00%). Since this percentage is below 25% to 30%, Victor can afford this mortgage.



(c) Monthly mortgage payment:

As calculated above, Victor's monthly mortgage payment will be $775.42.



(d) Total payment for the house:

To calculate the total payment, we multiply the monthly mortgage payment by the number of months in the loan term: $775.42 × (30 years × 12 months/year) = $279,150.72.



(e) Amount of interest:

The amount of interest Victor will pay can be calculated by subtracting the mortgage amount from the total payment for the house: $279,150.72 - $167,850 = $111,300.72.

User Igor  Kvasha
by
4.9k points