Mortgage Navigator • Conventional • Transaction Funds

Lender credits

A lender credit can reduce cash due at closing, but it is not a substitute for the borrower's down payment.

Freddie

Freddie permits lender credits derived from premium pricing or funded directly by the lender. They may be used toward borrower closing costs and cannot require repayment.

Excess credit

Under Freddie's current rule, lender credit above actual closing costs must generally be reduced or the excess applied as a principal curtailment and reflected on the closing disclosure.

Fannie

Fannie also permits lender contributions toward borrower-paid closing costs and prepaid fees under its applicable lender-contribution and premium-pricing rules.

Rate tradeoff: when a lender credit is generated through premium pricing, the borrower is typically accepting a higher interest rate in exchange for the credit. Compare the upfront savings with the longer-term payment cost.

Official guide baseline

Fannie Mae Selling Guide · Freddie Mac Seller/Servicer Guide

Program terms, AUS findings and lender overlays control. DPA program eligibility must also be verified with the program administrator.