TITLE INSURANCE GLOSSARY

A B C D E F G H I J L M P Q R S T V W

                     

 

A

 

Abstract (Of Title)

A summary of the public records relating to the title to a particular piece of land. An attorney or title insurance company reviews an abstract of title to determine whether there are any title defects which must be cleared before a buyer can purchases clear, marketable and insurable title.

 

Acceleration Clause

Condition in a mortgage that may require the balance of the loan to become due immediately, if regular mortgage payments are not made or for breach of other conditions of the mortgage.

 

Adjustable Rate Mortgage (ARM)

A loan with an interest rate that changes periodically in keeping with a current index, such as one-year treasury bills. Typically, however, ARMs can jump more than two percentage points per year or six points above the starting rate.

 

Affidavit

A sworn statement in writing.

 

Agreement of Sale

Known by various names, such as contract of purchase agreement, or sale agreement according to location or jurisdiction. A contract in which a seller agrees to sell and a buyer agrees to buy, under certain specific terms and conditions spelled out in writing and signed by both parties.

 

Amortization

A payment plan which enables the borrower to reduce his or her debt gradually through monthly payments of principal.

 

Annual Percentage Rate (APR)

On some mortgages the APR is higher than the actual mortgage rate.

 

Appraisal

An expert judgment or estimate of the quality or value of real estate as of a given date.

 

Assumption

A mortgage that allows a new owner to take over payments.  The original borrower remains liable on the mortgage note.

 

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B

 

Binder

An early agreement to buy a home from a seller, which is usually ensured with earnest money.



Contractor

In the construction industry, a contractor is one who contracts to erect buildings or portions of buildings. There are also contractors for each phase of construction: heating, electrical, plumbing, air conditioning, road building, bridge and dam erection, and others.

 

Conventional Mortgage

A mortgage loan not insured by HUD or guaranteed by the Veteran’s Administration.

It is subject to conditions established by the lending institutions and between states. (States have various interest limits.)

 

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D

 

Deed

A formal written instrument by which title to real property is transferred from one owner to another. The deed should contain an accurate description of the property being conveyed, should be signed and witnessed according to the laws of the State where the property is located, and should be delivered to the purchaser at closing day. There are two parties to a deed: the grantor and the grantee.( See also deed of trust, general warranty deed, quitclaim deed and special warranty deed.)

 

Deed of Trust

Like a mortgage, a security instrument whereby real property is given as security for a debt. However, in a deed of trust there are three parties to the instrument: the borrower, the trustee and the lender (or beneficiary). In such a transaction, the borrower transfers the legal title for the property to the trustee who holds the property in trust as security for the payment of the debt to the lender or beneficiary. If the borrower pays the debt as agreed, the deed of trust becomes void. If, however, the borrower defaults in the payment of the debt, the trustee may sell the property at a public sale, under the terms of the deed of trust. In most jurisdictions where the deed of trust is in force, the borrower is subject to having his/her property sold without benefit of legal proceedings. A few states have begun in recent years to treat the deed of trust like a mortgage.

 

Deposit or Earnest Money (see Earnest Money)

 

Documentary Stamps

A state tax, in the form of stamps, required on deeds and mortgages when real state title passes from one owner to another. The amount of stamps required varies with each state.

 

Due on Sale Clause

A provision in a mortgage or deed of trust which requires the loan to be paid in full if a property is sold or transferred.

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E

 

Earnest Money


The deposit money given to the seller or his agent by the potential buyer upon the signing of the

agreement of sale to show that he/she is serious about buying the house. If the sale goes through, the earnest money is applied against the down payment. If the sale does not go through, the earnest money will be forfeited or lost unless the binder or offer to purchase expressly provides that it is refundable.

 

Easement Rights

A right-of-way granted to a person or company authorizing access to or over the owner’s land. An electric company obtaining a right-of way across private property is a common example.

 

Encroachment

An obstruction, building or part of a building that intrudes beyond a legal boundary onto neighboring private or public land, or a building extending beyond the building line.

 

Encumbrance

A legal right or interest in land that affects a good or clear title and diminishes the land’s value. It

can take numerous forms, such as zoning ordinances, easement rights, claims, mortgage, liens, charges, a pending legal action, unpaid taxes or restrictive covenants. An encumbrance does not legally prevent transfer of the property to another. A title search is all that is usually done to reveal the existence of such encumbrances, and it is up to the buyer to determine whether he/she wants to purchase with the encumbrance or what can be done to remove it.

 

Equity

The portion of a property you own outright. If, for example, you put 20 percent down on a house, you have 20 percent equity in your property. Over time, you earn more equity as you pay off the mortgage.

 

Escrow

Funds paid by one party to another (the escrow agent) to hold until the occurrence of a specified event, after which the funds are released to a designated individual. In FHA mortgage transactions, an escrow account usually refers to the funds a mortgagor pays the lender at the time of the periodic mortgage payments. The money is held in a trust fund, provided by the lender for the buyer. Such funds should be adequate to cover yearly anticipated expenditures for mortgage insurance premiums, taxes, hazard insurance premiums and special assessments.

 

Escrow Money

Escrow money is held by a third party until the deal is sealed. Earnest money, for example, may be held in escrow until closing day.

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F

 

FHA

The Federal Housing Administration.  An agency of the federal government which insures private loans for financing of new and existing housing and for home repairs under government approved programs.


FHLMC (Freddie Mac)

Federal Home Loan Mortgage Corporation.  An affiliate of the Federal Home Loan Bank, which creates a secondary market in conventional residential loans and FHA and VA loans by purchasing mortgages from members of the Federal Reserve System and the Federal Home Loan Bank System.

 

Fixed-Rate Mortgage

A loan that carries an unchangeable interest rate over its entire term - typically a period of 12 to 30 years.

 

Foreclosure

Legal process by which a mortgagor of real property is deprived of his or her interest in that property due to failure to comply with terms and conditions of the mortgage.

 

FNMA (Fannie-Mae)

The Federal National Mortgage Association. A federally sponsored private corporation which provides a secondary market for housing mortgages.

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G

 

General Warranty Deed

A deed which conveys not only all of the grantor’s interests in and title to the property to the grantee, but also warrants that if the title is defective or has a “cloud” on it (such as mortgage claims, taxes liens, title claims, judgments, or mechanic’s liens against it) the grantee may hold the grantor liable.

 

Grantee

That party in the deed who is the buyer or recipient.

 

Grantor

That party in the deed who is the seller or giver.   

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H

 

Hazard Insurance

Protects against damages caused to property by fire, windstorms and other common hazards.

 

Heir

One who might inherit or succeed to an interest in lands under the rules of law applicable where an individual dies without leaving a will.

 

HUD

U.S. Department of Housing and Urban Development Office of Housing/Federal Housing Administration within HUD. Insures home mortgage loans made by lenders and sets minimum standards for such homes.



A title that is free and clear of objectionable liens, clouds or other title defects. A title which enables an owner to sell his/her property freely to others and which others will accept without objection.

 

Mortgage

A lien or claim against real property given by other buyer to the lender as security for money borrowed. Under government-insured or loan-guarantee provisions, the payments may include escrow amounts covering taxes hazard insurance, water charges and special assessments. Mortgages generally run from 10 to 30 years, during which the loan is to be paid off.

 

Mortgage Commitment

A written notice from the bank or other lending institution saying it will advance mortgage funds

in a specified amount to enable a buyer to purchase a house or piece of property.

 

Mortgage Insurance Premium

The payment made by a borrower to the lender for transmittal to HUD to help defray the cost of the FHA mortgage insurance program and to provide a reserve fund to protect lenders against loss in insured mortgage transactions. In FHA insured mortgages this represents an annual rate of one-half of one percent paid by the mortgagor on a monthly basis.

 

Mortgage Note

A written agreement to repay a loan. The agreement is secured by a mortgage, serves as proof of an indebtedness, and states the manner in which it shall be paid. The note states the actual amount of the debt that the mortgage secures and renders the mortgagor personally responsible for repayment.

 

Mortgage (Open-End)

A mortgage with a provision that permits borrowing additional money in the future without refinancing the loan or paying additional financing charges.  Open-end provisions often limit such borrowing to no more than would raise the balance to the original loan figure.

 

Mortgagee

The lender in a mortgage agreement.

 

Mortgagor

The borrower in a mortgage agreement.

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P

 

PITI

Abbreviation for principal, interest, taxes and insurance, all of which are lumped together in your monthly mortgage payment.

 

Plat


A map or chart of a lot, subdivision or community drawn by a surveyor showing boundary line, buildings, improvements on the land and easements

 

POC

Paid outside of closing.  Sometimes the lender requests this money before settlement.  If you pay any charges before settlement they should be written on the settlement sheet.  They are written on the proper credit line outside of your column.  They should also be marked P.O.C.

 

Points

A one-time-only fee you pay up front to your lender, sometimes in exchange for a slightly lower mortgage rate.  One point equals one percent of the total amount you plan to borrow.

 

Power of Attorney

An instrument authorizing another to act on one’s behalf as his/her agent or attorney.

 

Prepayment

Payment of a mortgage loan, or part of it, before the due date. Mortgage agreements often restrict the right of prepayment either by limiting the amount that can be prepaid in any one year or charging a penalty for prepayment.  The Federal Housing Administration does not permit such restrictions in FHA insured mortgages.

 

Principal

The basic element of the loan as distinguished from interest and mortgage insurance premium.  In other words, principal is the amount upon which interest is paid.

 

PMI

Private mortgage insurance.

 

PMM

Purchase money mortgage.  A mortgage given by the seller simultaneously with the purchase of real estate to secure the unpaid balance of the purchase price.

 

Pro-Rate

To allocate between seller and buyer their proportionate share of an obligation paid or due.

 

Promissory Note

A promise to pay.  The promissory note document gives the mortgage company “in personam” jurisdiction over the mortgagor.

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Q

 

Quitclaim Deed


A deed which transfers whatever interest the maker of the deed may have in the particular parcel of land.  A quitclaim deed is often given to clear the title when the grantor’s interest in a property is questionable.  By accepting such a deed the buyer assumes all the risks.  Such a deed makes no warranties as to the title, but simply transfers to the buyer whatever interest the grantor has (see deed).

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R

 

Real Estate Broker

A middle man or agent who buys and sells real estate for a company, firm or individual on a commission basis.  The broker does not have title to the property, but generally represents the owner.

 

Real Property

Land and that which is affixed to it.

 

Refinancing

The process of the same mortgagor paying off one loan with the proceeds from another loan.

 

Reissue Rate

A reduced rate of title insurance premium applicable in cases where the owner of the land has been previously insured in an owner’s policy by the insurer within a certain time.

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S

 

Second Mortgage

A mortgage, the lien of which is subordinate to that of another mortgage.

 

Special Assessments

A special tax imposed on property, individual lots or all property in the immediate area, for road construction, sidewalks, sewers, street lights, etc.

 

Survey

A map or plat made by a licensed surveyor showing the results of measuring the land with its elevations, improvements, boundaries and its relationship to surrounding tracts of land.  A survey is often required by the lender to assure him/her that a building is actually sited on the land according to its legal description.

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T

 

Tax

As applied to real estate, an enforced charge imposed on persons, property or income, to be used to support the State.  The governing body in turn utilizes the funds in the best interest of the general public.

 

Tax Service Fee

A fee paid to the mortgage company to verify that they actually pay the real estate taxes.

 

Title


As generally used, the rights of ownership and possession of particular property.  In real estate usage, title may refer to the instruments or documents by which a right of ownership is established (title documents) or it may refer to the ownership interest one has in the real estate.

 

Title Insurance

Protects lenders or homeowners against loss of their interest in property due to legal defects in title.  Title insurance may be issued to a “mortgagee’s title policy.”  Insurance benefits will be paid only to the “named insured” in the title policy, so it is important that an owner purchase an “owner’s title policy,” if he or she desires the protection of title insurance.

 

Title Insurance Binder or Commitment

A report issued by a title insurance company binding or committing the title insurance company to issue the form of policy designated in the commitment or binder upon compliance with and satisfaction of requirements set forth in the commitment or binder.

 

Title Search or Examination

A check of the title records, generally at the local courthouse, to make sure the buyer is purchasing property from the legal owner and there are no liens, overdue special assessments or other claims or outstanding restrictive covenants filed in the record, which would adversely affect the marketability or value of title.

 

Transfer Taxes

Money paid to the county and/or state when property is sold.

 

Trustee

A party who is given legal responsibility to hold property in the best interest of or “for the benefit of” another.  The trustee is one placed in a position of responsibility for another, a responsibility enforceable in a court of law.  (See deed of trust.)

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V

 

VA

The Veterans Administration.  They insure mortgages.

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W

 

Will

A written document properly witnessed, providing for the distribution of property owned by the deceased.

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