First-Year Costs of Homeownership

August 2024

<p>First-Year Costs of Homeownership</p>

If you’re like most homebuyers on a budget, you’re probably paying close attention to the asking price of homes on the market. You may even have a ballpark figure or mortgage payment in mind. That’s a great start. But it’s important to be aware that the cost of buying a house is a bit more complicated than the asking price. We can help you prepare for all the costs and build a budget so you can take this exciting step with confidence.

Costs to Consider When Building Your Budget

Once you’ve found a home you like and your offer is accepted, it typically takes 30 to 45 days for the deal to close. During this time, there are several costs you’ll be responsible for. Factoring these early costs of homeownership into your plans will help you make the best choices for your finances.

Down payment
A typical down payment for a house is 3%–5% of the purchase price, depending on the type of loan.1

Tip: If you don’t have 3%–5% saved, a KeyBank Mortgage Loan Officer can see whether you qualify for a loan that requires as little as zero down.

Closing costs
You should also budget for closing costs equal to 3%–6% of the amount you’re borrowing. Closing costs include title insurance, appraisal fees, prepaid homeowners insurance and other fees.

Tip: Some lenders may allow you to roll the closing costs into your loan and in some instances a motivated seller may agree to pay some of the closing costs. This is offered on a case-by-case basis, and you need to understand and consider any tradeoffs.

A Look at the Numbers

To help show how much the down payment and closing costs may add to the purchase price of a home, here’s an example using a $200,000 home.2

Purchase Price of Home

$200,000

Down Payment (3%)

$6,000

Closing Costs (5%)

$10,000

Total

$216,000

A KeyBank mortgage loan officer can look at your income, assets, debt, and credit to create an accurate estimate of costs for homes you’re considering. They can also identify any incentives you may qualify for, like KeyBank’s interest rate discount.3 For example, on a $200,000 loan with a 6.25% interest rate, our .25% interest rate discount3 would save you up to $11,000 over the life of the loan.2

Additional Homeownership Costs

There are many recurring costs associated with owning a home. Here are a few of the costs you can expect:

Homeowners insurance
An annual cost, homeowners insurance premiums may often be paid as part of your monthly mortgage payment.

Property taxes
Sometimes referred to as real estate taxes, property taxes may be collected as part of your mortgage payment or paid separately.

Utilities
These include electricity, gas, water and sewer, trash, and recycling.

Home services
Make sure to budget for services like internet, phone, or home security.

Ongoing maintenance costs
Each year, consider setting aside at least 1% of your home’s purchase price for ongoing home maintenance costs. If you plan to do any renovations shortly after move-in, or if the home inspection turned up any issues that need immediate attention, make sure to factor those expenses in, too.

These costs can add up, but KeyBank offers multiple incentives and programs that can help. You may be able to finance up to 100% of your home through KeyBank. And, depending on where you live, you may also be eligible for a $5,000 credit that can go a long way to offsetting closing costs.

Our registered mortgage loan officers can help guide you through every step of the home-buying process. Contact us today.

NOTICE: This is not a commitment to lend or extend credit. Conditions and restrictions may apply. All home lending products, including mortgage, home equity loans and home equity lines of credit, are subject to credit and collateral approval. Not all home lending products are available in all states. Hazard insurance and, if applicable, flood insurance are required on collateral property. Actual rates, fees, and terms are based on those offered as of the date of application and are subject to change without notice.

Content provided for informational and educational purposes only and is in no way to be construed as financial, investment, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal financial issues.

By selecting any external link on Key.com, you will leave the KeyBank website and jump to an unaffiliated third-party website that may offer a different privacy policy and level of security. The third party is responsible for website content and system availability. KeyBank does not offer, endorse, recommend or guarantee any product or service available on that entity's website.

2

Sample shown for illustration purposes and only features principal and interest. No Annual Percentage Rate (APR) is shown because the information provided is for comparison of the differences in monthly principal and interest payments for each interest rate. The APR will be higher.

3

To receive relationship benefits on a new KeyBank mortgage loan, which provides a 0.25% interest rate reduction, you must have owned a Relationship Account at any time during the mortgage loan application process, but no later than seven (7) business days prior to the closing of the mortgage loan. This Interest rate reduction is available on new KeyBank mortgage loan applications only.

As an alternative to the relationship benefit, you may obtain a 0.25% interest rate reduction if you complete and submit, no later than seven (7) business days prior to the closing of the mortgage loan, the Monthly Automatic Payment form to have your recurring mortgage payment for your KeyBank mortgage loan automatically deducted from an “Eligible KeyBank Consumer Checking Account”. Refer to the Monthly Automatic Payment form for more details.

For fixed-rate mortgages, the 0.25% interest rate reduction will be reflected in the interest rate on the Promissory Note. For adjustable-rate mortgages (“ARMs”), the 0.25% interest rate reduction will apply to the initial fixed interest rate period and will be reflected in the maximum amount the interest rate can increase of the term of the loan, subject to the minimum interest rate that may be charged per the terms of the Promissory Note or Agreement. 

“Relationship Account” means (A) an open Eligible KeyBank Consumer Checking Account with five (5) or more Qualifying Transactions posted to a single Eligible KeyBank Consumer Checking Account in a calendar month, which may not be aggregated across other accounts you own, OR (B) an open Key Private Bank Checking or Key Private Bank Personal Checking account.

An “Eligible KeyBank Consumer Checking Account” means: any KeyBank consumer checking account designated as a personal checking account by KeyBank, including KeyBank’s Hassle-Free checking account, but excluding a health savings account.

“Qualifying Transactions” include, but are not limited to, point of sale transactions, bill payment(s), ATM transactions, check, cash or direct deposits, and electronic funds transfers. Qualifying Transactions exclude adjustments, advances, reversals, refunds, account to account transfers, person-to-person transfers, interest, service charges, and service fees. Qualifying Transactions must be completed at least three (3) business days prior to application to be eligible for inclusion in determining whether you met the “Relationship Account” portion of the “Bank with Key” criteria.

The 0.25% interest rate reduction may not be combined with certain other discounts or promotions and may not be available for all home lending products. Other terms, conditions, and/or limitations may apply. Contact KeyBank Home Lending for more details.

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Call Us

1-800-KEY2YOU® (539-2968)

Dial 711 for TTY/TRS

Clients using a relay service:
1-866-821-9126

Schedule an Appointment

Talk to a Branch Manager in your neighborhood.

Schedule an appointment now