Thursday, November 3, 2016

A Mortgage Moment with your Mortgage Mogul

The Newsy Neighbour
November Issue #109
www.thenewsyneighbour.com
by Jason Eldridge




Well it didn’t take the Finance Minister and the Federal Government long to announce their latest round of policy changes when it comes to qualifying for mortgage financing. The only real difference this time around, was that there was virtually no warning and only a couple of weeks until the new rules would be implemented. Given the significance of these changes, especially to first time home buyers, it is important to examine these changes and their potential impact.

In an effort to stabilize an “overheated” housing market, primarily in Toronto and Vancouver, the Federal Government announced these changes with the intention of protecting the financial security of Canadians, supporting the long-term stability of the housing market nationally, and tweaking the capital gains tax rules that are enforced with the sale of existing properties.

Between 2008 and 2015, there have been five rounds of changes made to the eligibility rules, aimed at encouraging insured borrowers to build and retain housing equity, and take on mortgage debt that they are able to service over different economic cycles.

Effective this October 17th, all high-ratio insured homebuyers must qualify for mortgage financing based on the greater of their contract mortgage rate or the Bank of Canada's conventional five-year benchmark rate. This requirement will also be extended to low-ratio insured mortgages effective November 30, 2016. Although this fundamental change may come as a surprise to many, this requirement has already been in place for high-ratio insured mortgages applications where the client has either wanted a variable interest rates or fixed interest rates with a term of less than five years.

Qualifying for a mortgage by applying the typically higher Canadian Benchmark rate when calculating a borrower’s gross debt and total debt service ratio will serve as a “stress test” for homebuyers. What this change hopes to do is provide new homebuyers a buffer to be able to continue servicing their debts, should interest rates rise, or if there is a reduction in household income. So what does this mean to first time and repeat buyers? On average, by having to qualify for mortgage financing using the 5 Year Canadian Benchmark Rate, the maximum purchase price will drop by approximately 21% given existing 5-year contract rates.

If you are wishing to restructure or refinance your existing mortgage or purchase a property with at least 20% of the purchase price to put down, similar qualifying rules will apply in many cases. Many lenders 'Back-end Insure' mortgages with more than 20% down. As of November 30th of this year, these lenders who use portfolio insurance and other discretionary low loan-to-value ratio mortgage insurance will have to meet the eligibility criteria that previously only applied to high-ratio insured mortgages.

With that being said, homeowners with an existing high-ratio insured mortgage, including those renewing or transferring an existing high-ratio insured mortgage to another lender, are not affected by this change, as high-ratio mortgage insurance spans the life of the mortgage.

Finally, the proposed tax measures announced by the Government would improve tax fairness and the integrity of the tax system. This would better ensure that the principal residence exemption is available only in appropriate cases, and in a manner consistent with the Canadian resident and one-property-per-family limits.

As always, I welcome any questions or comments you may have regarding the information contained in my articles. Until next month…this has been a Mortgage Moment with your Mortgage Mogul.

No comments: