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Mortgage glossary

Home loan jargon, explained in plain English. No confusing fine print.

Assessment rate
The higher 'what if' rate a lender tests you at, usually about 3% above the real rate.
BAS
A Business Activity Statement you lodge with the ATO that reports your business income and GST over a period.
Borrowing power
A rough estimate of how much a lender may let you borrow, based on your income, debts and spending.
Break cost
A fee a lender may charge if you end a fixed rate term early, for example by selling or paying out the loan.
Break-even point
The time it takes for your monthly savings to cover the cost of switching loans.
Deposit
The cash you put towards the purchase up front, with the rest covered by your home loan.
Discharge fee
A fee your old lender may charge to close and release your existing loan when you switch.
Equity
The share of your home you actually own, worked out as its value minus what you still owe on the loan.
First home buyer concession
A scheme that lets eligible first home buyers pay reduced or no stamp duty up to certain price limits.
Fixed rate
An interest rate that stays the same for a set period, so your repayments do not change during that time.
Formal approval
The lender's final yes on your loan after they have checked the property and your documents, also called unconditional approval.
Guarantor
A family member who uses their own equity or property to help support your loan.
Home Guarantee Scheme
A government program that lets eligible buyers purchase with a small deposit while the government guarantees part of the loan, helping them avoid LMI.
Interest
The fee a lender charges for borrowing money, usually worked out as a percentage of what you owe.
Interest rate
The percentage a lender charges on your loan. Even a small difference adds up over time. Read more →
Interest-only loan
A loan where, for a set period, you pay only the interest and not the original amount borrowed.
LMI (Lenders Mortgage Insurance)
A one-off cost that can apply with a smaller deposit, which protects the lender, not you, if the loan goes bad.
Low-deposit scheme
A government program where part of your loan is guaranteed, so you can buy with a smaller deposit and avoid LMI.
Low-doc loan
A home loan for self-employed borrowers who use records like BAS or an accountant's letter instead of full tax returns.
LVR (Loan-to-Value Ratio)
Your loan as a percentage of your home's value. Borrow $960,000 against a $1,200,000 home and your LVR is 80%.
Mortgage broker
Someone who compares home loans across many lenders and manages your application, usually paid by the lender. Read more →
Offset account
An everyday bank account linked to your loan, where the balance reduces the loan amount you pay interest on.
P&I (Principal and Interest)
Repayments that pay down the loan and cover interest, so the balance drops over time.
Pre-approval (conditional approval)
A lender's written indication that they are likely to lend you a set amount, usually subject to conditions and a time limit.
Principal
The amount of money you still owe on your loan, not counting interest.
Redraw facility
A loan feature that lets you take back extra repayments you have made above your minimum.
Refinance
Replacing your current home loan with a new one, often to change rates, features or lenders.
Refinancing
Swapping your current home loan for a new one, often to get a lower rate or different features. Read more →
Revenue NSW
The NSW government body that handles transfer duty and publishes the current rules and calculator.
Servicing
Lender-speak for whether your income comfortably covers the repayments.
Settlement
The day the loan funds are paid, the property title transfers and the home officially becomes yours.
Split loan
A loan where part sits on a fixed rate and part on a variable rate, giving you a mix of both.
Stamp duty (transfer duty)
A government tax on buying property. First home buyers often pay less, or nothing, up to set price limits.
Unconditional approval
The final loan approval, given once a specific property and your details are fully checked.
Usable equity
The portion of your equity a lender will let you borrow against, usually up to about 80% of your home's value minus your current loan.
Valuation
A lender's assessment of how much a property is worth, used to confirm it is suitable security for the loan.
Variable rate
An interest rate that can go up or down over time, which means your repayment can change.

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