Can you transfer a mortgage to a family member without?

Asked by: Miss Alvina Corkery  |  Last update: July 18, 2025
Score: 5/5 (53 votes)

You might be able to transfer your mortgage to someone else and allow them to take over the payments without changing the terms. However, your ability to do this can depend on the type of mortgage you have and the other person's creditworthiness.

Can you transfer a mortgage to another person without refinancing?

No, you can not add anyone to a mortgage without refinancing. Exactly why do you want to burden your new wife with a mortgage?

Can a family member take over my mortgage?

Not all mortgages can be transferred to another person. If a mortgage can be transferred, the lender has the right to approve the person assuming the loan. Many mortgage lenders often include a due-on-sale clause in their loans that prohibits a home seller transferring a mortgage to a buyer.

Is there a penalty for switching a mortgage?

Switching mortgage lenders can introduce additional costs such as repeated appraisal fees and higher interest rates. The process of switching lenders could delay your mortgage closing timeline and you might owe the seller money for the delay.

Can a family member take over a mortgage after death?

The right to potentially assume (take over) the mortgage.

All successors in California have a right to apply for an assumption of the loan, as long as the loan is assumable. The servicer may evaluate your creditworthiness, including your credit scores, when considering you for an assumption.

Can You Transfer A Mortgage To A Family Member? - CountyOffice.org

40 related questions found

Can I assume a mortgage for an inherited house?

To assume the home loan of an inherited property, follow these simplified steps: Notify the lender: Immediately after inheriting the property, contact the mortgage lender. Provide them with the death certificate and any necessary legal proof of your inheritance, such as probate or trust documents.

How long can a mortgage stay in a deceased person's name?

No, a mortgage can't remain under a deceased person's name. When the borrower passes away, the loan won't disappear. Instead, it needs to be paid. After the borrower passes, the responsibility for the mortgage payments immediately falls on the borrower's estate or heirs.

How to assume a mortgage from a family member?

The lender of the original mortgage must approve the mortgage assumption before the deal can be signed off on by either party. The homebuyer must apply for the assumable loan and meet the lender's requirements, such as having sufficient assets and being creditworthy.

Can I transfer my mortgage to another?

Porting is paying off an existing mortgage and taking out a new one with the same terms on a new property. This allows you to keep your current interest rate and related product features. It's important to know that it is not a transfer of the mortgage loan. It's a transfer of the mortgage product or deal.

Can I add my son to my mortgage without refinancing?

Adding a person to your mortgage without refinancing can only work if the mortgage is assumable. Federal Housing Administration (FHA) loans tend to be assumable, but other types may not be.

How do you take over a parent's mortgage?

Steps to Assume a Mortgage
  1. Step 1: Communicate with the Lender. The first step in assuming a mortgage from a family member is to communicate with the lender. ...
  2. Step 2: Review the Existing Mortgage Terms. ...
  3. Step 3: Complete the Assumption Application.

How much does it cost to assume a mortgage?

You'll have to pay closing costs on a loan assumption, which are typically 2-5% of the loan amount. But some of those may be capped. And you're unlikely to need a new appraisal. So you may pay less on closing than a 'typical' home purchase — but only a bit less.

Can you buy someone out of a house without refinancing?

Typically, removing a name from a mortgage could require you to pay off the loan in full or refinance it with a new loan. But, there are alternatives where you can take over the loan without paying off it off or refinancing. These could include mortgage assumption, loan modification and bankruptcy.

How to transfer a home mortgage to a family member?

Under these circumstances, you will need to tell your lender. They will then generally require you to pay the mortgage out before gifting the property to a family member. The new owner would then need to take out their own mortgage to pay out yours.

Can you assume someone's mortgage without refinancing?

With an assumable mortgage, instead of applying for a brand-new loan, you can take over — or “assume” — an existing one. If that loan has a low interest rate, you can sit back and enjoy the perks of having a rate far below what the current market offers.

Why can't you transfer a mortgage?

Not all mortgages are transferable, so it might not be possible with your loan. Lender approval is required, both for new properties and new borrowers. The new borrower may not qualify based on current lending standards. The home may not appraise for enough (if you're transferring the mortgage to a new home).

Is it possible to take over someone's mortgage?

An assumable mortgage allows the buyer to purchase a home by taking over the seller's mortgage loan. Some buyers prefer to purchase a home with an assumable mortgage because it may allow them to take advantage of a lower interest rate.

Can a mortgage be transferred after death?

Your mortgage doesn't just disappear when you pass away. If you've bequeathed your home to a beneficiary, they'll inherit the balance on your home loan as well as the property itself. If the lender doesn't receive prompt payment, it can impact your credit score or even lead to foreclosure.

Which lenders allow mortgage porting?

Bank of America Wells Fargo Chase U.S. Bank PNC Bank First Republic Bank Capital One Quicken Loans Mortgage Porting is the process of transferring your existing mortgage from one property to another. This allows you to keep your current interest rate, term, and other terms and conditions when you move.

How hard is it to assume someone's mortgage?

To assume a mortgage, your lender has to give you the green light. That means meeting the same requirements that you'd need to meet for a typical mortgage, such as having a good enough credit score and a low debt-to-income (DTI) ratio.

What happens if you are left a house with a mortgage?

If you inherit a house with a mortgage, you can sell the house or assume the mortgage yourself. You should determine the equity and costs before making any final decisions. You might also consider refinancing to lower the interest rate or monthly mortgage payments.

What are the downsides of an assumable mortgage?

The Drawbacks of Mortgage Assumption

In a simple assumption, the seller remains liable for the outstanding mortgage debt. If the buyer defaults on payments, both parties' credit scores are affected. This shared risk can strain the relationship between buyer and seller and lead to financial repercussions for both.

What happens if husband dies and wife is not on the mortgage?

If your spouse passes away, but you didn't sign the promissory note or mortgage for the home, federal law clears the way for you to take over the existing mortgage on the inherited property more easily.

Can a child take over a parents' mortgage?

If your mum and dad are in financial difficulty and can't make their home loan repayments, is taking over your parents' mortgage an option? Banks will generally not allow you to simply assume a mortgage title entirely so you'll need to apply for a new home loan and the old loan will need to be paid out.

What not to do when someone dies?

What Not to Do When Someone Dies: 10 Common Mistakes
  1. Not Obtaining Multiple Copies of the Death Certificate.
  2. 2- Delaying Notification of Death.
  3. 3- Not Knowing About a Preplan for Funeral Expenses.
  4. 4- Not Understanding the Crucial Role a Funeral Director Plays.
  5. 5- Letting Others Pressure You Into Bad Decisions.