Trigger Rate

The rate at which a fixed-payment variable mortgage's monthly payment no longer covers the interest owed — forcing a payment increase or conversion.

The trigger rate is the interest rate at which your fixed monthly payment on a fixed-payment variable mortgage no longer covers the interest portion of the loan. Once hit, the mortgage enters 'negative amortization' — your balance grows instead of shrinking — until the lender forces action. The trigger point (typically 105% of original principal) is when the lender will either raise your payment, convert you to a fixed rate, or require a lump-sum paydown. Trigger rate mechanics only apply to fixed-payment variable mortgages; adjustable-rate mortgages (where the payment moves with rates) never hit a trigger.

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