Rates & InterestLetter B

Balloon Payment

A significantly large, lump-sum payment due at the end of a short-term or partially amortizing loan.

Overview & Practical Application

A balloon loan is structured with low periodic monthly payments calculated on an extended amortization schedule (e.g. 30 years), but with a maturity date set much sooner (e.g. 5 or 7 years).

At maturity, the entire remaining principal balance becomes due immediately in a single lump-sum "balloon payment". Borrowers typically plan to sell the asset, refinance the debt into a traditional amortized loan, or pay off the balance before the balloon maturity deadline.

Key Underwriting Takeaways

  • Carries refinancing risk: if credit deteriorates or asset values drop, refinancing the balloon balance may be difficult.
  • Prohibited in standard Qualified Mortgages (QM) under CFPB consumer protection rules.

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