| All loan officers will tell you that theire company's the | | | | act as correspondents, which is how they can be |
| best and provide you with a list of reasons to back up | | | | mortgage bankers as well as mortgage brokers. |
| their claim. But if you run into the same loan officer | | | | Mortgage brokers also deal with lending institutions that |
| years later, chances are good that he not only but | | | | have wholesale loan departments.o Wholesale |
| works for a different kind of lender, he'll tell you the | | | | Lenders |
| new lender he works for is much better - and offer | | | | Portfolio lenders and mortgage bankers act as |
| another list of reasons why. | | | | wholesale lenders, serving mortgage brokers for loan |
| In the past, most people went to portfolio lenders | | | | origination. In fact, some wholesale lenders don't even |
| because they excelled at closing deals. Over time, | | | | have their own retail branches, relying mainly on |
| however, mortgage bankers and brokers have | | | | mortgage brokers for their loans.o Portfolio Lenders |
| become more important, and agents have gone along | | | | A portfolio lender is an institution that lends its own |
| with the changing trend. Usually a realtor will direct you | | | | money and originates loans for itself. They're lending |
| to a loan officer who has a demonstrated track | | | | for their own portfolio of loans and aren't concerned |
| record of service and reliability, but sometimes a | | | | about re-selling them right away. Portfolio lenders are |
| Realtor will recommend a loan officer who works for | | | | usually large banks or savings and loans.o Direct |
| a lender with whom the realtor is affiliated. | | | | Lenders |
| Sometimes it's more important to choose a good loan | | | | Direct lenders fund their own loans and can be small or |
| officer than a loan company. A loan officer has two | | | | large lenders. Large banks and savings and loans, as |
| very important functions - they serves as your | | | | well as smaller institutions, have "warehouse" lines of |
| advocate in getting the loan approved, handling all the | | | | credit from which to draw money for funding the loans |
| negotiations for you. Their second function is to deliver | | | | they give. Direct lenders are generally (but not always) |
| quality loans, so you need an agent who's dependable | | | | portfolio lenders or mortgage bankers. |
| and ethical. | | | | Banks and savings and loan have deposits with which |
| As for lending institutions, each type of lender has its | | | | to fund loans, but usually use warehouse lines of credit |
| own strengths and weaknesses. Quality varies within | | | | instead. Smaller institutions also have warehouse lines |
| each branch office depending on the loan officer, the | | | | of credit for the purpose of funding loans. Direct |
| support staff and other factors. | | | | lenders are usually, but not always, mortgage bankers |
| Different types of Mortgage Lenderso Mortgage | | | | or portfolio lenders.o Correspondents |
| Bankers | | | | "Correspondent" refers to a company that handles |
| A mortgage banker is a lender with enough assets to | | | | home loans in its own name; then they sell those loans |
| originate individual loans, as well as to create pools of | | | | individually to a larger lender, or "sponsor." The sponsor |
| loans that they sell to loan investors. Any company | | | | serves as the mortgage banker, reselling the loan.o |
| that does this, no matter how small or large the | | | | Bank and Savings & Loans |
| company, is considered a mortgage banker. Some | | | | Both savings and loans and banks usually operate as |
| service the loans they provide, but not all of them do.o | | | | mortgage bankers and/or portfolio lenders.o Credit |
| Mortgage Brokers | | | | Unions |
| Mortgage brokers are companies that originate loans | | | | Credit unions are generally correspondents, although if |
| for the purpose of re-selling them to other lending | | | | a credit union were large enough, it could be a portfolio |
| institutions. The broker establishes relationships with | | | | lender and/or mortgage banker, too. |
| various companies. Many mortgage brokers that also | | | | |