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Optimal Mortgage · Closing Costs

Closing costs explained —
every fee, who charges it, what is negotiable.

Closing costs catch buyers off guard because most people only plan for the down payment. Understanding every line on your Loan Estimate before you apply is one of the most practical things you can do to avoid surprises at the closing table.

What are closing costs The Loan Estimate Fee breakdown Prepaids and escrow What is negotiable How to reduce them Seller credit limits FAQ
Foundation

What closing costs are and how much to expect

Closing costs are fees paid at the time of closing in addition to the down payment. They cover the cost of originating and processing the loan, transferring title, and setting up the escrow account for ongoing taxes and insurance. They are not a single fee — they are a collection of separate charges from multiple parties.

On a typical purchase, total closing costs run 2-5% of the loan amount. On a $400,000 purchase with 10% down ($360,000 loan), that means $7,200-$18,000 in closing costs on top of the $40,000 down payment. Total cash to close: $47,200-$58,000 before reserves.

The cash-to-close calculation

Down payment + closing costs + prepaid interest + escrow setup + post-closing reserves = total cash you need at closing. Most buyers plan only for the down payment. Plan for all four components before you make an offer.

The Loan Estimate

How to read a Loan Estimate

The Loan Estimate (LE) is a standardized 3-page form required within 3 business days of a loan application. Every lender uses the same format — which makes it a genuinely useful comparison tool across lenders. Here is what each section contains and what to look at carefully.

Page 1 — Loan Terms and Projected Payments

Loan amount, interest rate, monthly principal and interest, mortgage insurance (if applicable), and estimated escrow. Check that the loan amount and rate match what was discussed. Look at the total monthly payment including escrow — this is your real housing cost.

Page 2 — Closing Cost Details

This is the section most people skip and most regret skipping. Section A (origination charges) lists lender fees — these are the ones you can shop and negotiate. Sections B and C list services you cannot shop and services you can shop. Section E is prepaid items. Section F is prepaids for escrow setup. Section G is the initial escrow payment at closing.

Page 3 — Comparisons and Contact

The comparisons section shows APR, total interest percentage (TIP), and a 5-year cost summary. The TIP — total interest paid over the loan life as a percentage of the loan — is the most sobering number on the form. On a 30-year loan at 7%, you pay more in interest than you borrowed.

Fee breakdown

Every closing cost category explained

Lender / Origination fees (Section A — negotiable)

FeeTypical AmountNotes
Origination fee0–1% of loan amountThe broker or lender's primary compensation. Disclosed as a percentage.
Discount pointsVariable — 0–3 pointsOptional — paid to reduce the interest rate. 1 point = 1% of loan amount.
Underwriting fee$400–$900Charged by some lenders for underwriting services. Negotiate with competing quotes.
Application fee$0–$300Common at banks and direct lenders. Less common with brokers. Avoid if possible.

Third-party fees (Sections B & C — partially negotiable)

FeeTypical AmountNotes
Appraisal$400–$700+Ordered by lender; you choose from approved list. Complex properties cost more.
Credit report$30–$75Paid at application or at closing. Non-negotiable.
Title search$150–$400Searches public records for liens and ownership issues.
Title insurance (lender's)0.1–0.5% of loanRequired by lender. Protects lender, not you.
Title insurance (owner's)0.5–1% of purchase priceOptional but strongly recommended. Protects you from pre-existing title defects.
Settlement / closing fee$300–$800Charged by title company or closing attorney for conducting the closing.
Survey$300–$700May be required by lender or title company. Varies by property type.
Flood determination$15–$30Determines whether property requires flood insurance.

Government / recording fees (not negotiable)

FeeNotes
Recording feesCounty charges to record the deed and mortgage. Varies by county and document pages.
Documentary stamp tax on noteState-imposed tax on the mortgage amount. Rate set by state law — not negotiable.
Documentary stamp tax on deedState-imposed tax on the purchase price. Typically paid by seller but can be negotiated.
Intangible taxState tax on new mortgage. Rate set by state law.
Prepaids and escrow

Prepaids and escrow setup — the costs people forget

Prepaids and escrow setup are not fees for services — they are advance payments for costs that will recur throughout the loan. They are included in closing costs but serve a different purpose than lender and title fees.

ItemWhat it coversTypical amount
Prepaid interestInterest from closing date through end of the month. The closer to month-end you close, the less prepaid interest.1–30 days of daily interest rate
Homeowner's insurance (1 year)First full year of insurance paid upfront at closing. This is in addition to the monthly escrow contribution.$1,500–$8,000+ depending on property and location
Initial escrow deposit2–3 months of property taxes and insurance deposited into the escrow account at closing as a cushion.$1,500–$5,000 depending on tax and insurance amounts
HOA dues (if applicable)Some communities require advance HOA payment at closing.Varies by community

Insurance premiums have increased substantially in recent years in many markets. Using actual current insurance quotes — not generic estimates — in your pre-approval analysis prevents the surprise of a higher-than-expected escrow payment changing your DTI after you are under contract.

What is negotiable

What you can reduce — and what you cannot

You can shop or negotiate
  • Origination and lender fees — get multiple Loan Estimates
  • Title services — you have the right to choose your own title company
  • Settlement / closing fees — vary by title company
  • Owner's title insurance — shop rates
  • Survey — required on some transactions; shop if so
  • Seller credits — negotiate seller-paid closing costs in the offer
  • Lender credits — accept a higher rate in exchange for credit toward closing costs
You cannot negotiate
  • Documentary stamp taxes — set by state law
  • Recording fees — set by county
  • Intangible tax — set by state law
  • Credit report — non-negotiable
  • Appraisal — must use lender-approved appraiser; cost is market-rate
  • Flood determination — fixed fee
  • Prepaid interest — determined by closing date
  • Property taxes and insurance — real costs, not fees
How to reduce closing costs

Four practical ways to reduce what you pay at closing

Strategy 1
Negotiate a seller credit
In the purchase offer, you can request a seller credit toward closing costs. This does not change the purchase price but reduces your out-of-pocket at closing. Lenders limit the maximum seller credit based on loan type and LTV — your loan officer will tell you the maximum allowable for your program.
Strategy 2
Take a lender credit
Accept a slightly higher rate in exchange for a lender credit that covers part or all of your closing costs. This makes the most sense for borrowers who plan to sell or refinance within 5 years — the rate premium is outweighed by the upfront savings over a short hold period.
Strategy 3
Shop title services
You have a legal right to choose your own title company. Title insurance rates and settlement fees vary. Getting a title quote from a company other than the one suggested by your agent or lender can save $300-$800 in some transactions.
Strategy 4
Close near month-end
Prepaid interest is charged from the closing date through the end of the month. Closing on the 28th means 3 days of prepaid interest. Closing on the 1st means 30 days. The difference on a $400,000 loan at 7% is approximately $700. Not enormous, but free money if the timing works.
Seller credit limits by program

Maximum seller concessions — what each program actually allows

Seller credits toward closing costs are limited by program guidelines — not by what you negotiate in the contract. The lender will not allow a credit above the program maximum regardless of what the purchase contract says. Know the ceiling for your program before you write the offer.

Conventional

Occupancy Down Payment Maximum Seller Concession
Primary & Second Home Less than 10% down 3% of purchase price
Primary & Second Home 10–25% down 6% of purchase price
Primary & Second Home 25%+ down 9% of purchase price
Investment Property Any down payment 2% of purchase price — regardless of down payment

FHA & USDA

Program Maximum Seller Concession Notes
FHA 6% of purchase price Applies toward closing costs and prepaid items — including escrow setup, prepaid interest, and insurance prepaids
USDA 6% of purchase price Same structure as FHA — toward closing costs and prepaid items

VA

Item Maximum Notes
Closing costs & discount points No limit VA does not cap seller contributions toward closing costs or discount points paid on the veteran's behalf
Seller concessions (prepaids & other) 4% of purchase price The 4% cap applies to prepaid items, VA funding fee, payoff of borrower debts, and other concessions outside of closing costs and points

Non-QM

Non-QM seller concession limits are set by each lender's internal investor guidelines — there is no industry-wide standard. The limits below are typical across most Non-QM programs but vary lender to lender. Always confirm with the specific lender before structuring the offer.

LTV / CLTV Occupancy Typical Max Seller Concession
≤ 80% LTV Owner-occupied or Investment Up to 6% — typical
> 80% LTV Owner-occupied or Investment Up to 4% — typical
Important — what seller credits can and cannot cover

Seller credits can only be applied to verified closing costs and prepaids — they cannot be used to supplement a down payment, be paid to the buyer in cash, or exceed the actual costs. If the seller credit exceeds your closing costs, the excess is typically not refunded — it is reduced to match actual costs at closing. Structure the credit amount carefully with your loan officer before finalizing the contract.

FAQ

Closing cost questions

On a purchase, you generally cannot roll closing costs into the loan — the loan amount is limited to the purchase price (or appraised value if lower). However, a lender credit effectively finances the closing costs by accepting a higher rate. On a refinance, closing costs can typically be rolled into the new loan amount.
The Loan Estimate (LE) is an early estimate provided within 3 business days of application. The Closing Disclosure (CD) is the final version, delivered at least 3 business days before closing. The CD reflects the actual final costs. Compare your CD line by line to your LE — most fees should be identical or within allowed tolerances. Significant increases on Section A fees (lender fees) are not permitted.
Yes, significantly on the lender fee side. Third-party fees (appraisal, title, recording) are similar across lenders for the same property. But origination fees, underwriting fees, and point structures vary considerably. Getting Loan Estimates from multiple lenders and comparing Section A line by line is the most effective way to find the best total cost structure.
Options include negotiating a seller credit in the purchase contract, taking a lender credit (higher rate in exchange for closing cost coverage), or delaying the purchase to accumulate more cash. Do not proceed with a purchase that leaves you with no post-closing reserves — the financial risk of unexpected costs with zero liquidity is significant.
Know your numbers before you go under contract

Get a full closing cost estimate on your specific transaction

Our team provides a detailed closing cost breakdown before you make an offer — not after you are under contract and committed to a timeline. Knowing your total cash-to-close number in advance gives you negotiating room and eliminates the most common surprise in the home buying process.

Optimal Mortgage LLC is a Licensed Mortgage Broker only, not a Mortgage Lender or Mortgage Correspondent. We arrange loans through a network of wholesale lenders and do not make loan commitments or fund loans directly. Every client receives the same standard of care — honest analysis, their best interest first, regardless of which loan officer handles their file.

Optimal Mortgage LLC · NMLS #2503896 · FL MBR6553 · Licensed Mortgage Broker · Equal Housing Opportunity · (305) 524-4400 · INQ@OptMtg.com