3 Must Have Qualifications for a Short Sale
 
While the misconceptions of what qualifies a seller for a

short sale are many, the reality is actually very simple.

Following is an explanation of the three major items that

banks will be looking for to consider a seller for a short sale. While

there will be much more information required, this is an excellent

place to start. A seller who does not meet all three of these

thresholds will not qualify.

1. Financial Hardship

First and foremost a lender will want to see that your client is

experiencing a ‘financial hardship’. A financial hardship is a verifiable

issue that has caused your client to miss payments or have financial

difficulties.

Financial hardships can be issues such as:

Mortgage Payment Adjustment

Job Loss

Too Much Debt

Business Failure

A simple definition for ‘financial hardship’ is:

A material change in-between the day the mortgage was signed

and today that has affected the borrower’s ability to pay.


2. Monthly Shortfall

Almost every lender will want to see that a potential short sale

client cannot afford to pay their mortgage. The way that this is

demonstrated is on a financial worksheet that is essentially a

monthly profit and loss statement. While this may sound difficult in

reality determining whether a client has a monthly shortfall or not is

actually relatively easy.

The equation is:

Total Monthly Income – Total Monthly Expense = Monthly Shortfall

If your client does not have a monthly short fall but will have one

soon due to a payment increase or pending layoff, etc. then they

still can qualify for a short sale as long as this issue is verifiable.

3. Insolvency

In order to qualify for a short sale, your client cannot have the

means to pay down his mortgage. This means that the mortgage

company wants to see that your client owes more

than he has in cash (know as being insolvent). Your

client does not however have to be completely

broke-this is a common misconception, the lender

will want to see that over time the borrower will not

be able to pay their obligation.