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The hardship letter is the key to a successful short sale

Charleston real estate short salesAll Charleston real estate agents are required to take continuing education classes every two years as part of their license renewal. This year, the number of hours required was increased from 8 to 14 (and that's actually a good thing because believe it or not, you can really learn some good things). This past Friday, I took a two hour class on short sales because current market realities indicate to me that we'll be seeing them for a while. And while short sales are not new, they haven't been a very big part of the real estate market since the last big real estate recession in 1991.

When market conditions deteriorated and the first short sales starting coming on the market, the chances of successfully closing were the proverbial slim and none and slim left town. But with the cost of foreclosure growing higher, the loss mitigation department at many banks (while busy) are somewhat more receptive these days.

But can you just list your home as a short sale and successfully sell it for less than you owe.

Not so quick. And while it's called a short sale, it is certainly not a quick process for either buyer or seller. For buyers, let's take care of this issue first, don't start packing and call the moving van. The process will generally take a while and even with a contract that has finally been approved by the third party lender, you still may not close the transaction.

For sellers: The hardship letter is the key to a successful short sale.

I forget where I found this and I'm sorry that I can't credit the author but here are the 23 acceptable hardships when a lender will accept less than what is owed on the property.

Death of Principal Mortgagor
• Death of Mortgagor's Family Member
• Illness of Principal Mortgagor
• Illness of Mortgagor's Family Member
• Marital Difficulties
• Curtailment of Income
• Unemployment
• Excessive Obligations
• Abandonment of Property
• Distant Employment Transfer
• Property Problem
• Inability to Sell
• Inability to Rent Property
• Military Service
• Business Failure
• Casualty Loss
• Energy-Environmental Costs
• Servicing Problems
• Payment Adjustment
• Payment Dispute
• Transfer of Ownership Pending
• Fraud
• Incarceration
 

IMPORTANT: A short sale seller has to show true financial hardship explaining the circumstances of why it is impossible for them to pay the full amount of the loan. Generally, someone with assets or the income to pay cannot just walk away from a short sale without signing a note with the lender to repay what they owe.

And, possibly even more important:

Unless your employment circumstances have drastically changed, a gap between your income when you took out the loan and your current income could indicate mortgage fraud. So if you exaggerated your income on your loan application, be aware.

As always, consult with an attorney and financial adviser.

Here is an excellent article written for real estate professionals regarding successful short sales from Realtor Magazine.   

Published Monday, April 27, 2009 7:51 AM by Howard Arnoff

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# re: The hardship letter is the key to a successful short sale

As a potential buyer and don't want to be a knife catcher, is it easier to buy a bank owned house than a short-sell?  I don't see how it is possible for anyone who brought in the last few years to ask bank to take 30% off the loan :) unless they walk away.

Monday, April 27, 2009 12:24 PM by Jimmy

# re: The hardship letter is the key to a successful short sale

Jimmy, no one wants to buy and be upside down, in other words, why catch a falling knife. There are advantageous buys to be made in properties being sold by both homeowners who are motivated as well as distressed property sales.

Charleston is different than California and some other places because prices have not declined by 30% here (yet) and I certainly hope they don't. First of all, we didn't have the run up and speculative craziness that was the trademark of California, Florida, Phoenix and Las Vegas.

But we did have some speculation, 100 percent and more loans, stated income, subprime and other exotic loan products. Additionally we certainly had homeowners use their homes as ATM machines and are now seriously upside down. But the banks don't look very favorably on short sales without a true financial hardship and just because you're upside down doesn't necessarily qualify a seller to have a short sale get approved.  

Having said that, lender owned homes (foreclosures) are much easier to buy than short sales. With a lender owned home, the seller is the bank, they now own it and they want to sell. It's still a complicated transaction but more likely to close.

Monday, April 27, 2009 12:43 PM by Howard Arnoff

# re: The hardship letter is the key to a successful short sale

Based on CofC home value index, tri-county area real estate value went up 300% for the last 8 years.  It is about the same as S. Cal. percentage wise except the base dollar value is different.

http://www.cofc.edu/cartercenter/hvi/index.html

That's why as a potential home buyer, I am really worried.  Also, I am not a first time home buyer (own a house free and clear).  So the government incentive really doesn't work for me.  The reason that I probably need to buy a house is because I need the interest deduction to lower my tax bracket.

Monday, April 27, 2009 1:30 PM by Arty

# re: The hardship letter is the key to a successful short sale

Arty, thanks for the link. And while I'm a big fan of charts, there aren't the raw numbers to really analyze their data. Using a ruler to connect the price axis to the data point in the chart, I didn't see a 300% gain since 2000, maybe a little better than a doubling of price. And also interesting was that they even show a small increase in value for the first quarter of this year.

Paying less taxes is good but affording the monthly payment is even better ;)  

Monday, April 27, 2009 1:53 PM by Howard Arnoff

# re: The hardship letter is the key to a successful short sale

Mr. Arnoff,

You should really take a look at Dr. Allen's Index if you plan on writing about the Chas. real estate market.  It is a much better analytical tool than using median home prices.  I would have imagined you would have taken a look at the mechanics behind his index since you rely heavily on stats on this site.

His index comes directly from the data you and the other agents put into the mls.

Monday, April 27, 2009 9:07 PM by Thomas Moore

# re: The hardship letter is the key to a successful short sale

Thomas, thanks very much and I agree with you totally regarding the methodology used by Dr. Allen. My point was that I wanted to see the raw numbers rather than just the chart in order to better understand the data.

Please see today's post for more on the subject of the CofC Home Value Index.

Tuesday, April 28, 2009 6:19 AM by Howard Arnoff

# College of Charleston Home Value Index

In yesterday's post regarding short sale hardship letters , comments got a little off topic but for

Tuesday, April 28, 2009 7:30 AM by Charleston Real Estate Blog

# re: The hardship letter is the key to a successful short sale

Will banks accept short sales on houses that are upside down based on HELOCs, or are they mainly negotiating with people who bought during peak years?

Wednesday, May 06, 2009 6:46 PM by Waiting in Charleston

# re: The hardship letter is the key to a successful short sale

Waiting, thanks for stopping by. There is no "one size fits all" approach being taken by banks re negotiating short sales. You aren't any more likely to get a sale approved if you bought at the market peak. One of the biggest difficulties though is when several different lenders are involved because second and third lenders are pretty much going to get pennies on the dollar.

A foreclosure is much easier to buy, and to use a play on your name, if you try to buy a short sale, you'll be waiting a while ;)

Thursday, May 07, 2009 5:50 AM by Howard Arnoff

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