Adjustable Rate Mortgages (ARM)
Unlock Lower Payments with an Adjustable-Rate Mortgage.
Why Consider an ARM?
- Lower Payments: Enjoy lower monthly payments before the interest rate changes. This may allow you to make extra payments towards your principal.
- Flexibility: Ideal if you plan to move or refinance within a few years.
- Smart Strategy: Most homeowners refinance every 3-5 years, making an ARM a cost-effective choice for short-term plans.
- Real Estate Loan Checklist
What is an ARM?
An Adjustable-Rate Mortgage (ARM) starts with a fixed interest rate for a set period, then adjusts based on an index, like the Weekly 1-year Constant Maturity Treasury (CMT) and the margin. Your margin is specified in your loan documentation. Your ARM rate will never fall below the margin. For example, a 7/1 ARM offers a fixed rate for the first seven years (the "7" in 7/1). After that, the rate adjusts every year (the "1") based on the loan's index plus the margin.
Why does the rate change? The interest rate fluctuates because it follows a specific index. But don’t worry – your loan comes with a rate cap that limits how much your interest rate and payments can change, protecting you from sharp increases.
ARM vs. Fixed-Rate Mortgage
- ARM: Initial lower rate with adjustments over time. Best for short-term homeowners.
- Fixed-Rate: Stable, unchanging interest rate throughout the life of the loan. Ideal for long-term stability.
Explore Our ARM Options:
Interest Rates As Low As
3/1 ARM features:
- Rate Structure: Fixed for 3 years, variable for the next 27 years (adjusts annually).
- Loan Amounts: Up to $2,000,000.
- Rate Caps:
- Max 2% change after the initial fixed period.
- Max 2% change per year after each subsequent adjustment.
- Max interest rate: Initial Rate + 6%.
5/1 ARM features:
- Rate Structure: Fixed for 5 years, variable for the next 25 years (adjusts annually).
- Loan Amounts: Up to $2,000,000.
- Rate Caps:
- Max 2% change after the initial fixed period.
- Max 2% change per year after each subsequent adjustment.
- Max interest rate: Initial Rate + 5%.
5/5 ARM features:
- Rate Structure: Fixed for 5 years, then adjust every 5 years after that.
- Loan Amounts: Up to $2,000,000.
- Rate Caps:
- Max 2% change after the initial fixed period.
- Max 2% change every 5 years.
- Max interest rate: Initial Rate + 5%.
7/1 ARM features:
- Rate Structure: Fixed for 7 years, variable for the next 23 years (adjusts annually).
- Loan Amounts: Up to $2,000,000.
- Rate Caps:
- Max 2% change after the initial fixed period.
- Max 2% change per year after each subsequent adjustment.
- Max interest rate: Initial Rate + 5%.
Ready to Choose? Get Started Today!
Now that you understand the differences between an ARM and a fixed-rate mortgage, you’re better equipped to make the right choice for your situation.
Have Questions? Fill out the form below:
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NMLS ID #649058. Mortgages available in all 50 states.
APR= Annual percentage Rate.
ARM= Adjustable-Rate Mortgage.
*3/1 adjustable rate mortgage payment example: This is a fixed rate loan for the first 3 years then the rate adjusts every year thereafter with a maturity in 30 years. For a $400,000 loan with a start rate of 6.125% Rate, 6.589% APR (Annual Percentage Rate), for the first 36 months, your estimated fixed payment would be $2,430.44. Your first adjustment will occur at the 36th month. Your rate will be no more than 8.125% with an estimated fixed payment of $2,934.18 for 12 months. Your second adjustment will occur at the 48th month. Your rate will be no more than 10.125% with an estimated fixed payment of $3,462.82. Rates increase no more than 6% above the initial start rate over the life of the loan and a maximum rate of 12.125%, with an estimated maximum payment of $4,009.85. Index rate for the One-Year Treasury Constant Maturity is 4.65%. Taxes and insurance premiums are not included in the payment and that the actual payment obligation may be greater.
*5/1 adjustable rate mortgage payment example: This is a fixed rate loan for the first 5 years then the rate adjusts every year thereafter with a maturity in 30 years. For a $400,000 loan with a start rate of 6.125% Rate, 6.545% APR (Annual Percentage Rate), for the first 60 months, your estimated fixed payment would be $2,430.44. Your first adjustment will occur at the 61st month. Your rate will be no more than 8.125% with an estimated fixed payment of $2,908.17 for 12 months. Your second adjustment will occur at the 73rd month. Your rate will be no more than 10.13% with an estimated fixed payment of $3,408.14. Rates increase no more than 5% above the initial start rate over the life of the loan and a maximum rate of 11.125%, with an estimated maximum payment of $3,663.27. Index rate for the One-Year Treasury Constant Maturity is 4.65%. Taxes and insurance premiums are not included in the payment and that the actual payment obligation may be greater.
*5/5 adjustable rate mortgage payment example: This is a fixed rate loan for the first 5 years then the rate adjusts and is fixed for another 5 years. Adjustments only occur every 5 years with a maturity in 30 years. For a $400,000 loan with a start rate of 6.25% Rate, 6.245% APR (Annual Percentage Rate), for the first 60 months, your estimated fixed payment would be $2,462.87. Your first adjustment will occur at the 61st month. Your rate will be no more than 8.25% with an estimated fixed payment of $2,943.67 for 60 months. Your second adjustment will occur at the 121st month. Your rate will be no more than 10.25% with an estimated fixed payment of $3,391.33. Rates increase no more than 5% above the initial start rate over the life of the loan and a maximum rate of 11.25%, with an estimated maximum payment of $3,585.46. Index rate for the Five-Year Treasury Constant Maturity is 3.90%.Taxes and insurance premiums are not included in the payment and that the actual payment obligation may be greater.
*7/1 adjustable rate mortgage payment example: This is a fixed rate loan for the first 7 years then the rate adjusts every year thereafter with a maturity in 30 years. For a $400,000 loan, with a 6.25% Rate, 6.245% APR, for the first 84 months, your estimated payment would be $2,462.87. Your first adjustment will occur at the 85th month. Your rate will be no more than 8.25% with an estimated fixed payment of $2,916.01. Future adjustments of no more than 2% adjust every 12 months. Your rate will be no more than 11.25% with an estimated maximum fixed payment of $3,628.01. Rates are subject to change without prior notice. Index rate for the One-Year Treasury Constant Maturity is 4.65%. Taxes and insurance premiums are not included in the payment and that the actual payment obligation may be greater.
*Index rate for the Five-Year Treasury Constant Maturity is 3.90%. Index rate for the One-Year Treasury Constant Maturity is 4.65%. The margin is 2.25% APR - the floor is also 2.25% APR. Index and margin rates are accurate as of August 7, 2024. Only on Primary residence and second home. Construction and Land Loans are not available for this loan product. Investment property does not qualify for this loan product. Both conforming loan programs and jumbo programs available. Taxes and insurance are not included in the payment shown, the payment may be higher.