What is a Blended Rate? A Legal Perspective on Its Definition and Use

Definition & Meaning

A blended rate is an interest rate used in assumable mortgages that combines an existing lower interest rate with a new, higher rate. This rate is typically applied when refinancing previous loans. The blended rate is higher than the original loan's rate but lower than the current market rate for new loans. It helps borrowers understand their debt obligations across multiple loans and is useful for banks in managing customer relationships and loan amounts.

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Real-world examples

Here are a couple of examples of abatement:

For instance, if a homeowner has a mortgage with a 3 percent interest rate and wants to refinance to a new loan at 5 percent, the blended rate might be calculated as 4 percent. This allows the homeowner to benefit from a lower rate than the new market rate while still acknowledging the higher cost of the new loan.

State-by-state differences

Examples of state differences (not exhaustive):

State Blended Rate Variations
California Commonly used in refinancing agreements.
Texas Specific regulations may apply to blended rates in mortgage contracts.
Florida Blended rates are often part of standard mortgage practices.

This is not a complete list. State laws vary, and users should consult local rules for specific guidance.

Comparison with related terms

Term Description
Fixed Rate A loan with a constant interest rate throughout the term.
Variable Rate A loan where the interest rate can change based on market conditions.
Assumable Mortgage A mortgage that can be transferred to a new buyer, often using a blended rate.

What to do if this term applies to you

If you are considering refinancing your mortgage or exploring assumable mortgages, it's essential to understand how blended rates work. You can:

  • Consult with your lender to get a clear explanation of your options.
  • Use US Legal Forms to find templates for mortgage agreements or refinancing documents.
  • Seek professional legal advice if you have complex questions about your situation.

Quick facts

  • Typical blended rate: Between old and new loan rates
  • Jurisdiction: Varies by state
  • Common use: Refinancing and assumable mortgages

Key takeaways

Frequently asked questions

A blended rate is an interest rate that combines an existing lower rate with a new higher rate, typically used in refinancing.