How do I assume a family member for a mortgage?

Asked by: Toby Wintheiser II  |  Last update: November 12, 2025
Score: 4.3/5 (32 votes)

How To Assume A Mortgage
  1. Ask The Lender If The Mortgage Is Assumable. The current mortgage's original lender has to approve the new buyer before it will sign off on the assumption. ...
  2. Make Sure You Can Cover The Upfront Costs. ...
  3. Submit Your Mortgage Loan Assumption Application. ...
  4. Complete The Underwriting Process.

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.

Do you need a down payment if you assume a mortgage?

Full Loan Cost May Not Be Covered

When you assume a loan, the mortgage may not cover the cost of the home. This means you may need additional financing or a down payment, along with the payment you make to the seller.

What paperwork is needed to assume a mortgage?

The person assuming the loan may need to complete an application and meet credit, income, and financial requirements to be approved. The person assuming the loan typically needs to provide a final Divorce Decree, as well. The other person is typically released from liability to pay the loan.

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.

How To Assume A Mortgage From A Family Member? - CreditGuide360.com

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What are the downsides of assuming a mortgage?

A disadvantage is when the home's purchase price exceeds the mortgage balance by a significant amount, requiring you to obtain a new mortgage. Depending on your credit profile and current rates, the interest rate may be considerably higher than the assumed loan.

How to take over a mortgage from a family member?

If you are considering assuming a mortgage from a family member, there are several essential steps you need to follow to ensure a smooth and successful process.
  1. Step 1: Communicate with the Lender. ...
  2. Step 2: Review the Existing Mortgage Terms. ...
  3. Step 3: Complete the Assumption Application.

What is the timeline for assuming a mortgage?

It usually takes between a month and 45 days to close on a traditional mortgage, but you can expect an assumable mortgage to take a little longer — around 45 to 90 days.

Do you need a credit check to assume a mortgage?

Answer: A qualified assumption requires the assuming borrower to qualify for credit based on current underwriting guidelines. Credit score, debt-to-income ratios and other factors may be used to determine qualification, but vary based on loan type.

How to remove someone from a mortgage 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.

Do you pay closing costs when assuming a mortgage?

There are assumption fees charged by lenders that may be limited by mortgage investor policy and state rules. You'll still pay other closing costs as in any mortgage closing, but these are usually less because there is less paperwork and typically no appraisal fee.

What is the right to assume a mortgage?

An assumable mortgage allows a home buyer to not just move into the seller's former house but to step into the seller's loan, too. This means that the remaining balance, repayment schedule and rate will be taken over by the new owner.

How do you avoid a down payment on a house?

VA loans or mortgages require zero down and typically offer a favorable interest rate. 3 States also give consumers down payment assistance through a variety of programs. The United States Department of Agriculture Rural Development offers single and multi-family home loans with zero down payments.

How to pay someone's mortgage?

Find the bank's address to mail a check. Send a check or cashier's check. Mail the check via certified mail to confirm receipt. Make sure that you write down the name and address of the debtor and their account number in the memo section of the check so that the bank knows which mortgage you are paying.

How do I know if my mortgage can be assumed?

Remember, even if your loan is assumable, the process involves lender approval, and the buyer must meet certain criteria. Checking the specifics of your loan agreement and discussing your goals with your lender are crucial steps in finding out if your mortgage can be assumed.

Can I assume my grandparents 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.

What are the risks of assuming a 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.

Can my son take over my mortgage?

You'll typically only be able to transfer your mortgage if your mortgage is assumable, and most conventional loans aren't. Some exceptions, such as the death of a borrower, may allow for the assumption of a conventional loan.

How much do you have to put down on an assumable loan?

VA loans and USDA don't require any down payment and you can get an FHA loan for as little as 3.5% down. But you'll need to make a much larger down payment — at least 15%, according to Tozer — when assuming one of these loans. The reason is, an assumable loan rarely covers the full purchase price of the house.

What is the 7 day rule in mortgage?

Lenders must allow applicants to have a 7 business day waiting period after mailing or delivering the TIL prior to consummation (closing of the loan). This timing is not based on receipt date (or assumed receipt date) by the consumer— the timing begins with the mailing or delivery by the lender.

How long does it take for an underwriter to clear to close?

Underwriting can take a few days to a few weeks before you'll be cleared to close. Understanding how underwriting works and the average timeline of the process can help you feel more prepared to handle any issues that may arise while your loan is being underwritten.

How long does it take a bank to approve a mortgage loan?

On average, the mortgage approval process takes 30 to 60 days — although it can be significantly shorter or longer, depending on the situation.

How to assume someone's mortgage?

You can take over someone else's mortgage using an assumable mortgage. Assumable mortgages are a great way to get into a home if you're looking to buy or sell, or even just do some property flipping. To finance with an assumable mortgage, you need to contact the current homeowner and make them aware of your intentions.

Are there closing costs when assuming a mortgage?

There are also fewer closing costs associated with assuming a mortgage. This can save money for the seller as well as the buyer. If the buyer is gaining a lower interest rate, the seller may find it easier to negotiate a price closer to the fair market asking price.

Can a mortgage stay in a deceased person's name?

When you pass away, your mortgage doesn't suddenly disappear. Your mortgage lender still needs to be repaid and could foreclose on your home if that doesn't happen. In most cases, the responsibility of the mortgage will be passed to the beneficiary of the home if there is a will.