Interest-Only Mortgage

An interest-only mortgage allows you to pay only interest for a set period. After that, you begin paying principal and interest, resulting in higher monthly payments.

Key Characteristics

  • Initial period with interest-only payments
  • Later period includes principal + interest
  • Lower initial monthly payments
  • Can be fixed or adjustable

Loan Types

5-Year Interest-Only

Interest-only payments for first 5 years.

Higher payments begin year 6

Credit Score Requirements

  • Minimum Score: 700
  • Recommended: 720+ for favorable terms
  • PMI Impact: May require PMI if low equity

Down Payment Options

  • Minimum: 10%
  • Typical Range: 10%–20%
  • No PMI Threshold: 20% or more

Private Mortgage Insurance (PMI)

  • Required If: Under 20% equity
  • Cancellation Point: At 80% LTV
  • Cost Factors: Loan size and credit

Debt-to-Income Ratio

  • Typical Maximum: 43%
  • Higher income may be required

Documentation Requirements

  • Strong income verification
  • Assets and reserves
  • Good credit history

Loan Terms

Common Terms: 30 years

Rate Types: Fixed-rate , Adjustable-rate

Best For

  • Buyers with fluctuating income
  • Investors expecting high appreciation
  • Short-term affordability seekers

Pros

  • Lower initial monthly payments
  • Flexibility in early years
  • Can free up cash flow temporarily

Cons

  • Higher payments later
  • Risk of negative amortization
  • Not building equity early on

Summary

Interest-only loans can help buyers lower payments early on, but come with future risk of higher payments and slower equity building. Best for experienced or strategic borrowers.