Glossary

Real estate, defined.

Every term we use, explained in plain English.

Adjustable-Rate Mortgage (ARM)

Loan with an interest rate that changes periodically based on a market index. Lower initial rate, higher risk later.

Amortization

The schedule by which a loan is paid off — early payments are mostly interest, later payments are mostly principal.

Appraisal

Professional valuation of a property by a licensed appraiser, required by lenders to confirm the home is worth the loan amount.

APR

Annual Percentage Rate — the true yearly cost of a loan including interest plus fees, expressed as a percentage.

Assessment

Tax authority's valuation of a property used to calculate property taxes.

Cap Rate

For investment properties: annual net operating income divided by purchase price. Measures yield.

Closing Costs

All fees due at closing — typically 2-4% of purchase price for buyers, 1-3% for sellers.

Comps (Comparable Sales)

Recently sold properties similar to the subject home, used to estimate market value.

Contingency

A condition in a purchase contract that must be met or the contract can be cancelled (e.g., inspection contingency).

Conventional Loan

Mortgage not backed by a government agency (vs. FHA, VA). Typically requires 5-20% down.

DTI (Debt-to-Income)

Percentage of gross monthly income going to debt payments. Lenders typically cap at 43-50%.

Earnest Money

Good-faith deposit submitted with an offer, applied to closing if accepted, typically forfeited if buyer cancels without cause.

Escrow

Neutral third party holding funds and documents during the transaction until conditions are met.

Equity

Difference between home's market value and what you owe on it.

FHA Loan

Government-backed loan allowing lower down payments (3.5%) and credit scores. Requires mortgage insurance.

Fixed-Rate Mortgage

Loan with an interest rate that stays the same for the entire term.

Foreclosure

Legal process where a lender takes ownership of a property due to non-payment.

Good Faith Estimate

Lender's estimate of closing costs provided early in the loan process.

HOA (Homeowners Association)

Organization in some communities collecting dues and enforcing rules. Common in condos and planned developments.

Inspection

Professional examination of the home's condition. Catches defects before purchase.

LTV (Loan-to-Value)

Loan amount divided by property value. Higher LTV = more risk to lender, often higher rates or PMI requirement.

MLS (Multiple Listing Service)

Database of properties listed by member real estate agents. Source of truth for active listings.

Mortgage Insurance

Insurance protecting lender if buyer defaults. Required for FHA loans and conventional loans with less than 20% down.

Origination Fee

Lender's fee for processing a loan, typically 0.5-1% of loan amount.

PITI

Principal, Interest, Taxes, Insurance — the four components of a typical mortgage payment.

PMI (Private Mortgage Insurance)

Insurance required on conventional loans with less than 20% down. Typically 0.3-1.5% of loan annually.

Points (Discount Points)

Upfront fee paid to lender to lower interest rate. One point = 1% of loan amount.

Pre-Approval

Lender's conditional commitment to lend you a specific amount, based on full financial review.

Pre-Qualification

Verbal estimate of borrowing capacity. Less rigorous than pre-approval.

Principal

The original loan amount, before interest.

Proration

Splitting expenses (taxes, HOA dues) between buyer and seller based on closing date.

Refinance

Replacing your existing mortgage with a new one — usually for a lower rate or different terms.

Title Insurance

Insurance protecting against losses from defects in property title.

Underwriting

Lender's process of evaluating a loan application and approving or declining.

VA Loan

Government-backed loan for veterans and active military. Can offer 0% down.

Walkthrough

Buyer's final inspection of the property just before closing to confirm condition.

Zoning

Local government rules governing land use — residential, commercial, mixed-use, etc.

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