How lenders assess affordability for joint mortgage applicants

Mortgages

When buying a property with a spouse, partner or family member using a joint mortgage, you will share ownership and financial responsibility for repaying your mortgage.

Typically, taking out a joint mortgage will allow you to borrow more than applying as an individual, as both incomes are used in the affordability assessment.

What is a joint mortgage?

A joint mortgage is where two or more people apply for a mortgage together, with the most common situation being between partners or spouses. Affordability calculations are based on the income of all applicants and the parties named on the mortgage are liable to repay the mortgage.

A joint mortgage is most commonly taken out on a joint tenant ownership basis, where each person owns an equal share of the property and if one person dies, their share of the property automatically passes to the other owner.

There is also the option of taking out a joint mortgage on a tenants-in-common basis, where there is a specified percentage of ownership, such as 60/40 or 70/30.

How lenders assess combined income

When lenders assess a joint mortgage application, they will look at the combined gross income. Mortgage lenders will usually approve around 4 to 5.5 times the total combined income of the mortgage applicants, depending on lender criteria. However, they will also take credit scores, outstanding debts and the deposit amount into the calculations.

If one person has a low credit score and/or high outgoings, this will impact the application and can limit the amount that the lender is prepared to lend.

Couple Hands Holding Housing Model

When lenders assess a joint mortgage application, they will look at the combined gross income.

What debts and outgoings are considered?

The lender will review all outgoings for each applicant, including:

  • Car loans
  • Credit card repayments
  • Household bills
  • Childcare costs
  • Student loans
  • Travel costs

Does credit history affect joint applications?

Yes, lenders will review each applicant’s credit history and if one applicant has a poor credit history this will have an influence on the application, even if the other applicant has a good credit history. If one applicant has a poor credit report, this could mean that the lender declines the application, reduces the borrowing amount or only offers a mortgage product at a higher interest rate.

How to improve joint affordability

Before you start a joint mortgage application, each applicant should check their credit score and review any improvements that can be made. For example, clearing an outstanding loan could increase your joint borrowing amount. In the months leading up to applying for a mortgage, avoid taking out any new credit and clear as many small debts as you can.

Another option is to save up a bigger deposit, which will mean there is a lower risk to the lender, and a smaller loan amount is required.

At James Leighton, we help joint mortgage applicants to find suitable mortgage deals based on their specific affordability factors.

We have helped many joint applicants with adverse credit or other complications to secure mortgage loans by reviewing the whole of market to find deals with affordability criteria that match the applicants’ circumstances.Call us today to find out how we can help you.