Lending Information

Important Loan-Cost Disclosures

 

FIRST MORTGAGE PRODUCTS

The following examples illustrate the important terms of some of the loan products offered by Merrill Lynch Home LoansTM. Except as otherwise stated, all examples are based on a $480,000 loan amount for non-conforming (loans above $417,000), a $300,000 loan amount for conforming mortgages (loans below $417,001), and a $480,000 loan amount for conforming plus mortgages (special restrictions apply), where a one point origination fee is paid in all examples. Rate and payment amounts vary based on the amount of the origination fee.

Annual Percentage Rate (APR) on all Adjustable, Term Adjustable-Rate Mortgages (ARMs) and Equity Lines of Credit may increase or decrease after closing.

When deciding whether an adjustable-rate mortgage is right for your situation, you should consider the potential risk of rising rates and payments and such factors as how long you plan to own your home.

Past performance is not an indicator/guarantee of future performance. 

Concerning interest-only mortgages: "Interest-only" mortgages allow you to pay only the interest on the money you borrow for a certain number of years. If you only pay the amount of interest that's due, once the interest-only period ends, you will still owe the original amount you borrowed and your monthly payment will increase – even if interest rates stay the same – because you must pay back the principal as well as interest. You should ask what the payments on your loan will be after the end of the interest-only period. If you are considering an adjustable-rate mortgage, ask what your payments can be if interest rates increase. 

Interest rates are set each day at 9:30 a.m. ET and generally posted to our Web site at 10:00 a.m. These rates are not guaranteed and are subject to change without notice.

 

Rates as of Friday, May 18, 2012 09:30 AM

PrimeFirst® Libor-Based Adjustable-Rate (Interest-Only)
Loan Type Interest Rate APR Term Number of Monthly
Payments
Monthly
Payment
Amount
1-Month Adjustment Period1.5000% 1.6040% 10 Years120 monthly interest-only payments $600
1.5000% 1.6040% 15 Years180 monthly principal and interest payments based on the 1 - Month LIBOR + 1.250% $2,980
6-Month Adjustment Period2.1250% 2.2330% 10 Years120 monthly interest-only payments $850
2.1250% 2.2330% 15 Years180 monthly principal and interest payments based on the 6 - Month LIBOR + 1.375% $3,117
Interest rate may vary and APR may increase after closing.
Payments do not include amounts for taxes and insurance premiums. The actual payment obligation will be greater.

Term Adjustable-Rate (Interest Only)
Loan Type Interest Rate APR Term Number of Monthly
Payments
Monthly
Payment
Amount
3-Year Interest-Only Term ARM (conforming)3.8750% 3.6180% 3 Years36 monthly interest-only payments $969
3.3750% 3.6180% 7 Years84 monthly interest-only payments based on the 1 - Year LIBOR + 2.250% $844
3.3750% 3.6180% 20 Years240 monthly principal and interest payments based on the 1 - Year LIBOR + 2.250% $1,721
3-Year Interest-Only Term ARM (non-conforming)2.7500% 3.2770% 3 Years36 monthly interest-only payments $1,100
3.3750% 3.2770% 7 Years84 monthly interest-only payments based on the 1 - Year LIBOR + 2.250% $1,350
3.3750% 3.2770% 20 Years240 monthly principal and interest payments based on the 1 - Year LIBOR + 2.250% $2,753
5-Year Interest-Only Term ARM (conforming)2.7500% 3.1940% 5 Years60 monthly interest-only payments $688
3.3750% 3.1940% 5 Years60 monthly interest-only payments based on the 1 - Year LIBOR + 2.250% $844
3.3750% 3.1940% 20 Years240 monthly principal and interest payments based on the 1 - Year LIBOR + 2.250% $1,721
5-Year Interest-Only Term ARM (non-conforming)2.8750% 3.2390% 5 Years60 monthly interest-only payments $1,150
3.3750% 3.2390% 5 Years60 monthly interest-only payments based on the 1 - Year LIBOR + 2.250% $1,350
3.3750% 3.2390% 20 Years240 monthly principal and interest payments based on the 1 - Year LIBOR + 2.250% $2,753
7-Year Interest-Only Term ARM (conforming)2.8750% 3.1870% 7 Years84 monthly interest-only payments $719
3.3750% 3.1870% 3 Years36 monthly interest-only payments based on the 1 - Year LIBOR + 2.250% $844
3.3750% 3.1870% 20 Years240 monthly principal and interest payments based on the 1 - Year LIBOR + 2.250% $1,721
7-Year Interest-Only Term ARM (non-conforming)3.3750% 3.4610% 7 Years84 monthly interest-only payments $1,350
3.3750% 3.4610% 3 Years36 monthly interest-only payments based on the 1 - Year LIBOR + 2.250% $1,350
3.3750% 3.4610% 20 Years240 monthly principal and interest payments based on the 1 - Year LIBOR + 2.250% $2,753
10-Year Interest-Only Term ARM (conforming)3.3400% 3.4450% 10 Years120 monthly interest-only payments $835
3.3750% 3.4450% 20 Years240 monthly principal and interest payments based on the 1 - Year LIBOR + 2.250% $1,721
10-Year Interest-Only Term ARM (non-conforming)3.6250% 3.6430% 10 Years120 monthly interest-only payments $1,450
3.3750% 3.6430% 20 Years240 monthly principal and interest payments based on the 1 - Year LIBOR + 2.250% $2,753
The initial interest rate will be in effect during the initial interest-only period. Thereafter, the rate adjusts monthly, every six months or annually.
Interest rate may vary and APR may increase after closing.
Payments do not include amounts for taxes and insurance premiums. The actual payment obligation will be greater.

Term Adjustable-Rate (Amortized)
Loan Type Interest Rate APR Term Number of Monthly
Payments
Monthly
Payment
Amount
3-Year Amortized Term ARM (conforming)3.6250% 3.4930% 3 Years36 monthly principal and interest payments $1,368
3.3750% 3.4930% 27 Years324 monthly principal and interest payments $1,326
3-Year Amortized Term ARM (non-conforming)2.7500% 3.2900% 3 Years36 monthly principal and interest payments $1,960
3.3750% 3.2900% 27 Years324 monthly principal and interest payments $2,122
5-Year Amortized Term ARM (conforming)2.5400% 3.1530% 5 Years60 monthly principal and interest payments $1,192
3.3750% 3.1530% 25 Years300 monthly principal and interest payments $1,326
5-Year Amortized Term ARM (non-conforming)2.8750% 3.2600% 5 Years60 monthly principal and interest payments $1,991
3.3750% 3.2600% 25 Years300 monthly principal and interest payments $2,122
7-Year Amortized Term ARM (conforming)2.6250% 3.1040% 7 Years84 monthly principal and interest payments $1,205
3.3750% 3.1040% 23 Years276 monthly principal and interest payments $1,326
7-Year Amortized Term ARM (non-conforming)3.3750% 3.4420% 7 Years84 monthly principal and interest payments $2,122
3.3750% 3.4420% 23 Years276 monthly principal and interest payments $2,122
10-Year Amortized Term ARM (conforming)3.1250% 3.3060% 10 Years120 monthly principal and interest payments $1,285
3.3750% 3.3060% 20 Years240 monthly principal and interest payments $1,326
10-Year Amortized Term ARM (non-conforming)3.6250% 3.6050% 10 Years120 monthly principal and interest payments $2,189
3.3750% 3.6050% 20 Years240 monthly principal and interest payments $2,122
The initial interest rate will be in effect during the initial interest-only period. Thereafter, the rate adjusts monthly, every six months or annually.
Interest rate may vary and APR may increase after closing.
Payments do not include amounts for taxes and insurance premiums. The actual payment obligation will be greater.

Fixed-Rate (Interest-Only)
Loan Type Interest Rate APR Term Number of Monthly
Payments
Monthly
Payment
Amount
30-Year Fixed-Rate Interest-Only (conforming)5.0300% 5.1880% 10 Years120 monthly interest-only payments $1,258
5.0300% 5.1880% 20 Years240 monthly principal and interest payments $1,985
30-Year Fixed-Rate Interest-Only (non-conforming)4.7500% 4.8940% 10 Years120 monthly interest-only payments $1,900
4.7500% 4.8940% 20 Years240 monthly principal and interest payments $3,102
Payments do not include amounts for taxes and insurance premiums. The actual payment obligation will be greater.

Fixed-Rate (Amortized)
Loan Type Interest Rate APR Term Number of Monthly
Payments
Monthly
Payment
Amount
10-Year Fixed-Rate (conforming)2.9000% 3.1770% 10 Years120 monthly principal and interest payments $2,883
15-Year Fixed-Rate (conforming)2.9800% 3.1700% 15 Years180 monthly principal and interest payments $2,069
15-Year Fixed-Rate (non-conforming)3.3750% 3.5520% 15 Years180 monthly principal and interest payments $3,402
20-Year Fixed-Rate (conforming)3.4800% 3.6290% 20 Years240 monthly principal and interest payments $1,737
20-Year Fixed-Rate (non-conforming)9.5000% 9.6740% 20 Years240 monthly principal and interest payments $4,474
25-Year Fixed-Rate (conforming)3.8100% 3.9180% 25 Years300 monthly principal and interest payments $1,552
25-Year Fixed-Rate (non-conforming)9.2500% 9.4010% 25 Years300 monthly principal and interest payments $4,111
30-Year Fixed-Rate (conforming)3.8100% 3.9180% 30 Years360 monthly principal and interest payments $1,400
30-Year Fixed-Rate (non-conforming)4.2500% 4.3520% 30 Years360 monthly principal and interest payments $2,361
40-Year Fixed-Rate (conforming)4.4000% 4.4920% 40 Years480 monthly principal and interest payments $1,329
Payments do not include amounts for taxes and insurance premiums. The actual payment obligation will be greater.

Conforming Plus
Loan Type Interest Rate APR Term Number of Monthly
Payments
Monthly
Payment
Amount
30-Year Fixed-Rate3.8750% 3.9750% 30 Years360 monthly principal and interest payments $2,257
Payment Example is based on a loan amount of $480,000.
Payments do not include amounts for taxes and insurance premiums. The actual payment obligation will be greater.

Fixed-Rate Swap Information for PrimeFirst Manageable Rate® Mortgage
Only applicable for borrowers who currently have a PrimeFirst Manageable Rate® Mortgage. PrimeFirst Manageable Rate® Mortgage borrowers have the option to switch to a fixed-rate period during the interest-only term of the mortgage. The following examples demonstrate monthly payments for each available swap option. The examples assume that each swap occurs beginning at month 13. (Examples do not assume an origination fee; additional swap fees may apply; please refer to your mortgage closing documents for more information.)
Loan Type Interest Rate APR Term Number of Monthly
Payments
Monthly
Payment
Amount
1-Year Fixed-Rate Swap Option3.1250% 3.1250% 1 Year12 monthly interest-only payments $1,250
2-Year Fixed-Rate Swap Option3.1250% 3.1250% 2 Years24 monthly interest-only payments $1,250
3-Year Fixed-Rate Swap Option3.2500% 3.2500% 3 Years36 monthly interest-only payments $1,300
4-Year Fixed-Rate Swap Option3.3750% 3.3750% 4 Years48 monthly interest-only payments $1,350
5-Year Fixed-Rate Swap Option3.6250% 3.6250% 5 Years60 monthly interest-only payments $1,450
Interest rate may vary and APR may increase after closing.

HOME EQUITY LINES OF CREDIT

These examples illustrate the payment terms of home equity lines of credit offered by Bank of America, N.A. ("BANA") All examples are based on a $50,000 loan amount.

Interest rates are set each day at 9:30 a.m. ET and generally posted to our Web site at 10:00 a.m. These rates are not guaranteed and are subject to change without notice.

For Equity Access® Lines of Credit and Flexible First programs:

The Annual Percentage Rate (APR) for qualified applicants for the Equity Access® Account is based on the prime rate as published in the "Money Rates" section of The Wall Street Journal, applying BANA’s standard underwriting criteria. Higher APRs will apply to less creditworthy borrowers. The APR may increase or decrease but will never be less than zero. The maximum APR during the life of the loan is 16%, depending upon the program selected and the credit worthiness of the applicant (excluding Iowa where the APR will not exceed 21%).

BANA will pay all closing costs for credit lines up to $1,000,000. For credit lines over $1,000,000, the borrower will be responsible for all closing costs. This will include a credit report, flood determination, appraisal, recording and closing fees which will range between $330 and $3,450. In addition, the borrower will be responsible for paying title insurance that will range from $1.00 to $9.00 per $1,000 of the credit line amount and mortgage recording taxes if your property is located in AL, FL, GA, KS, LA, MD, MN, NY, OK, TN or VA that range from $1.50 to $27.50 per $1,000 of the credit line amount. Property insurance is required to establish and maintain your line of credit.

Equity Access® funds may not be used to purchase, carry, or trade securities or repay debt incurred to purchase, carry, or trade securities. 

When deciding whether an adjustable-rate mortgage is right for a client’s situation, the client should consider the potential risk of rising rates and payments and such factors as how long he/she plans to own the home. 

For Equity Access® Lines of Credit and Flexible First programs: The required payment is interest only. Example assumes the monthly outstanding balance remains at $50,000.

Merrill Lynch does not provide advice on tax issues. Please consult your tax advisor regarding the deductibility of mortgage interest.

"Interest-only" mortgages allow you to pay only the interest on the money you borrow for a certain number of years. If you only pay the amount of interest that’s due, once the interest-only period ends, you will still owe the original amount you borrowed and your monthly payment will increase – even if interest rates stay the same – because you must pay back the principal as well as interest. You should ask what the payments on your loan will be after the end of the interest-only period. If you are considering an adjustable-rate mortgage, ask what your payments can be if interest rates increase.

BANA reserves the right to reduce or suspend your Equity Access® credit limit in the future for reasons set forth in your loan agreement, including but not limited to a significant decline in the value of your property or a material change in your financial circumstances.

The relative benefits of a loan for debt consolidation depend on your individual circumstances and your actual debt payments. You will realize interest payment savings when you make monthly payments towards the new, lower interest rate loan in an amount equal to or greater than what you previously paid towards the higher rate debt(s) being consolidated.

To get a precise rate, please call Merrill Lynch at (800) 854-7154 for a brief telephone discussion to determine the actual rate available for your specific situation.

 

Rates as of Friday, May 18, 2012 09:30 AM

Home Equity and Flexible First Adjustable-Rate Lines of Credit
Loan Type Interest Rate APR Term Number of Monthly
Payments
Monthly
Payment
Amount
Equity Access® 30-Year Line of Credit (non-conforming)(0 points)4.3700% 4.3700% 10 Years120 monthly interest-only payments $182
4.3750% 4.3700% 20 Years240 monthly principal and interest payments based on the Prime + 1.120% $313
Equity Access® 30-Year Line of Credit (non-conforming)(1% origination fee)3.8700% 3.8700% 10 Years120 monthly interest-only payments $161
3.8750% 3.8700% 20 Years240 monthly principal and interest payments based on the Prime + 0.620% $300
Interest rate may vary and APR may increase after closing.

 

Construction-to-Permanent Financing - Construction Phase

This example demonstrates monthly payments during the construction phase of Construction-to-Permanent Financing where the rate is Prime + 2.0%. Payments are interest-only based on the drawn balance of the construction line. This example assumes a drawn balance of $480,000. Upon completion of the construction phase, payments will be based on the interest rate and loan amount for the product selected for permanent financing. See payment examples above.

 

Rates as of Friday, May 18, 2012 09:30 AM

Construction-to-Permanent Financing - Construction Phase
Loan Type Interest Rate APR Term Number of Monthly
Payments
Monthly
Payment
Amount
Construction-to-Permanent Financing- Construction Phase5.2500% 5.2500% 1 Year12 monthly interest-only payments $2,100