💰 ASSUME 2.75% MORTGAGE = SAVE $100K+

How to Assume a Mortgage 2026: VA/FHA Complete Guide (Save $100K+)

DR
David Rodriguez
Refinance & Rate Specialist • 15+ Years
Published January 30, 2026 • 22 min read

SECRET: Take over someone's 2.75%-3.5% mortgage instead of getting 6.75% new loan! Mortgage assumption = you take over seller's existing loan with their LOW rate. Save $100K-$200K in interest over 30 years! Eligible loans: VA, FHA, USDA (most conventional NOT assumable). Process: 45-90 days, qualify with lender, pay equity gap ($100K-$300K cash). Where to find: Zillow "assumable" filter, VA/FHA listings, realtor. Get pre-qualified for assumption. Related: VA loan guide.

💰 Assumption Savings Example:

$400K Home: Assume 2.75% mortgage vs 6.75% new loan

Monthly Savings: $735/month ($1,680 vs $2,415)

30-Year Savings: $264,600 in interest saved!

Catch: Need $100K-$300K cash for equity gap

Timeline: 45-90 days (slower than regular purchase)

⏰ Find assumable mortgages NOW! Rates won't stay low forever!

What is Mortgage Assumption? (Simple Explanation)

📚 Mortgage Assumption Explained:

Mortgage assumption = you take over the seller's existing mortgage with their original interest rate, remaining balance, and loan terms. Instead of getting a NEW loan at 6.75%, you ASSUME their OLD loan at 2.75%-3.5%.

Example: $400K Home Purchase

Seller's Mortgage: $300K balance, 2.75% rate, 25 years left

Home Price: $400K

Equity Gap: $100K ($400K price - $300K mortgage)

You Pay: $100K cash + assume $300K mortgage at 2.75%

Result: You get 2.75% rate instead of 6.75%! Save $735/month!

🎯 Ready to Assume a Mortgage?

Get pre-qualified for VA/FHA assumption! Compare rates FREE!

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Free quotes • No obligation • Assumption specialists

Which Mortgages Are Assumable? (2026 Guide)

Loan TypeAssumable?RequirementsTimeline
VA Loan✅ YESQualify with lender, any buyer45-90 days
FHA Loan✅ YESQualify with lender, any buyer45-90 days
USDA Loan✅ YESQualify + income limits60-120 days
Conventional❌ NODue-on-sale clauseN/A
Jumbo❌ NODue-on-sale clauseN/A

💡 Key Insight:

VA loans are the BEST for assumption because: (1) No down payment required originally = lower balance, (2) Veteran can get entitlement back after assumption, (3) Non-veterans CAN assume VA loans! You don't need to be a veteran to assume a VA mortgage.

Real Savings: Assume 2.75% vs New 6.75% Loan

💰 Assume 2.75% Mortgage

Home Price: $400,000

Mortgage Balance: $300,000 (assumed)

Your Cash: $100,000 (equity gap)

Interest Rate: 2.75%

Monthly P&I: $1,224

PMI: $0 (VA loan)

Total Payment: $1,224/month

Total Interest (25 years): $67,200

📈 New 6.75% Mortgage

Home Price: $400,000

Down Payment (5%): $20,000

Loan Amount: $380,000 (new)

Interest Rate: 6.75%

Monthly P&I: $2,464

PMI: $238/month

Total Payment: $2,702/month

Total Interest (30 years): $507,040

💰 Assumption Savings Breakdown:

  • Monthly Savings: $1,478/month ($2,702 - $1,224)
  • Annual Savings: $17,736/year
  • 25-Year Savings: $443,400 in payments!
  • Interest Savings: $439,840 ($507K - $67K)
  • TOTAL VALUE: Save $439,840 in interest by assuming 2.75% loan!

⏰ Find Assumable Mortgages NOW!

Search VA/FHA listings with 2.75%-3.5% rates. Save $100K+!

Search Assumable Loans →

Free search • Compare rates • Assumption specialists

Step-by-Step: How to Assume a Mortgage (2026)

Step 1: Find Assumable Mortgages

Where to search:

  • Zillow: Use "assumable" filter in search (under "More" filters)
  • Realtor.com: Search "assumable mortgage" in keywords
  • VA Listings: Many VA homes have assumable 2.75%-3.5% loans
  • FHA Listings: FHA loans originated 2020-2021 = 2.5%-3.5% rates
  • Your Realtor: Ask them to filter MLS for assumable loans

Step 2: Calculate Equity Gap

Formula: Equity Gap = Home Price - Mortgage Balance

Example:

Home Price: $400,000

Mortgage Balance: $300,000

Equity Gap: $100,000 (you need this in cash!)

Options to cover gap: Cash, HELOC, second mortgage, gift funds, seller financing

Step 3: Get Pre-Qualified for Assumption

Requirements:

  • Credit Score: 620+ (FHA), 640+ (VA)
  • Income: Qualify for existing payment (DTI <43%)
  • Cash: Equity gap + closing costs ($3K-$8K)
  • Documents: Tax returns (2 years), pay stubs (2 months), bank statements

Get pre-qualified for assumption here

Step 4: Make Offer + Assumption Contingency

Offer structure: Include "subject to mortgage assumption approval" contingency. Negotiate who pays assumption fee ($500-$1,000). Timeline: 45-90 days (longer than regular purchase).

Step 5: Lender Approval Process (45-90 Days)

What happens:

  • Week 1-2: Submit application to seller's lender
  • Week 3-6: Underwriting (credit, income, assets verification)
  • Week 7-10: Appraisal, title search, final approval
  • Week 11-12: Closing! Sign assumption agreement

Note: VA assumptions take 60-90 days. FHA 45-75 days. Be patient!

Step 6: Close & Assume Mortgage! 🎉

At closing: Pay equity gap ($100K-$300K), closing costs ($3K-$8K), assumption fee ($500-$1K). Sign assumption agreement. Mortgage transfers to your name at original 2.75%-3.5% rate. Congratulations! You just saved $100K-$200K in interest!

Pros & Cons: Mortgage Assumption

✅ PROS (Why Assume?)

  • Huge Savings: Save $100K-$200K in interest (2.75% vs 6.75%)
  • Lower Payment: $735-$1,478/month less than new mortgage
  • No Appraisal Gap: Assume at balance, not appraised value
  • Faster Equity: Lower rate = more principal paid monthly
  • Locked Rate: Keep low rate for life of loan (25-30 years)
  • Competitive Edge: Fewer buyers know about assumptions = less competition

❌ CONS (Challenges)

  • Large Cash Needed: $100K-$300K equity gap (hard to finance)
  • Slow Process: 45-90 days (vs 30-45 days regular purchase)
  • Limited Inventory: Only VA/FHA/USDA loans assumable
  • Lender Delays: Some lenders drag feet on assumptions
  • Assumption Fee: $500-$1,000 extra cost
  • Seller Liability: VA sellers risk entitlement until you refinance

Where to Find Assumable Mortgages (2026)

🔍 Zillow "Assumable" Filter

How to use: Go to Zillow.com → Search your area → Click "More" filters → Check "Assumable" box → Apply filters

Tip: Combine with "VA loan" or "FHA loan" keywords for best results. Look for homes listed 2020-2021 = lowest rates!

🏡 Realtor.com Keyword Search

How to use: Realtor.com → Search your area → Use keyword search: "assumable mortgage" or "VA assumable" or "FHA assumable"

Tip: Contact listing agent directly and ask: "What's the mortgage balance and rate?" to calculate equity gap.

🎖️ VA Loan Listings

Best source: Search MLS for "VA loan" + "assumable" in description. Many veterans don't advertise assumption = hidden gems!

Tip: Ask your realtor to filter MLS for VA loans originated 2020-2021 (2.5%-3.5% rates). These are GOLD!

🏠 FHA Loan Listings

Target: FHA homes purchased 2020-2021 = 2.5%-3.5% rates. Search MLS for "FHA approved" properties.

Tip: FHA assumptions easier than VA (no entitlement issues). Ask seller: "Is your FHA loan assumable?"

👨‍💼 Work with Assumption Specialist Realtor

Why: Most realtors don't understand assumptions. Find one who specializes in VA/FHA assumptions.

Tip: Ask: "How many mortgage assumptions have you closed?" If answer is 0-1, find another realtor!

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