Glossary of useful terms

Key terms you will come across from the mortgage loan application stage to loan disbursement.

A

Amortisation (schedule)

Amortisation (schedule) The predetermined instalment to repay an interest-bearing loan, including the interest and the principal amount.

Annual percentage rate of change (APRC)

The actual cost of the loan: It includes the interest and other expenses the borrower has to pay, expressed in an annual percentage of the total loan.

Appraisal fee

The amount paid by the borrower to the independent appraiser to estimate the value of the property.

B

Bare ownership

Ownership is usually full, i.e. the owner is entitled to fully use and benefit from the asset owned. Sometimes, however, ownership is stripped bare of these elements and is limited to the power of the owner to dispose of the asset owned (power of disposal). In these cases, ownership is called “bare ownership” and the right to use and benefit from the asset owned is called “usufruct”.

C

Central bank

The central bank is a public organisation managing the currency of a country or group of countries and controlling money supply – literally the amount of money in circulation. It is responsible for keeping the banking system in operation, monitors commercial banks and plays an important role in formulating monetary policy.

Collateral

The property or any other asset withheld by the credit institution to secure the loan it offers.

Commercial value of property

The commercial value is the actual market value of a property. It is determined based on supply and demand, as well as on other factors such as general market conditions, location and accessibility.

Compounding interest

Adding to the principal the interest amount at the end of a specific period and calculating interest for the new principal. On the other hand, compounding interest is the interest paid for interest due that has not been paid on time.

Credit score evaluation

The process whereby the borrower’s ability to repay the loan is evaluated based on their financial information and repayment record.

D

Debtor

The borrower.

Default interest rate

In case the loan amounts due are not paid within the agreed deadline, default interest is charged, equal to the contractual rate that applies on the day the borrower defaults plus the maximum rate allowed by the law and the competent authorities (currently 2.50%). Default interest is charged with a default interest rate and the arising interest, if not paid, will be capitalised every 6 months.

Disposable income

The income after direct taxes and social security contributions, which can be used and saved.

E

Εuribor (Euro Interbank Offered Rate):

EURIBOR is a market reference rate without collateral, calculated for different terms (1 week, 1, 3, 6 and 12 months). It is managed by the European Money Markets Institute (EMMI).

Extension (loan)

Extension of the loan repayment to reduce the burden on the borrower.

F

Financing percentage

The percentage of the commercial value of the property which is financed by the Bank, i.e. the amount granted by the Bank to buy the property. By extension, it also determines the part of the purchase that needs to be covered with own funds.

Fixed rate

Interest rate that remains unchanged throughout the loan term or for a specific time period. During the fixed-rate period, the loan instalment remains unchanged.

Fixed-rate period

Period during which the interest rate remains fixed.

Floating period

The period during which the loan instalment calculation is carried out based on the applicable floating interest rate.

Floating rate

The interest rate which changes according to a reference rate agreed to form the calculation basis and set by the European Central Bank (Euribor), as opposed to fixed interest rates. When a floating rate is applied (either from the start or after the end of the fixed-rate period), it is composed of: Change into Euribor (floating) + interest rate spread (fixed) + Law 128/1975 levy (0.12% or 0.60%)

Full early repayment

The early payment of the total loan amount due, which means full repayment of the loan.

G

Grace period

Time period during which the borrower is entitled to either suspend payment or only pay the loan interest.

Guarantor

The natural person who undertakes the obligation to repay a loan in case the borrower fails to do so.

I

Instalment

The amount the borrower has agreed to pay to the financial institution in a specific frequency, usually monthly.

Interest

The amount the borrower has to pay to the lender as compensation for the loan they got.

Interest rate

The charge the borrower is asked to pay to the bank. The interest rate is expressed as a percentage (%) of the borrowed amount.

K

Key ECB (European Central Bank) interest rate

The interest rate set by the Governing Council of the European Central Bank to reflect the direction of its monetary policy. Key interest rates include the rate on the main refinancing operations, the rate on the marginal lending facility and the rate on the deposit facility.

L

Law 128/1975 levy

The 0.60% rate added to the personal loan interest rate and the 0.12% rate added to the mortgage loan interest rate and paid to the State.

Law 3869/2010 (Katseli Law)

It provides for debt settlement for indebted natural persons, excluding the primary residence from asset liquidation. In special cases it even provides for debt write-off.

Legal expenses

The lawyer fees for:
  • checking property deeds at the Land Registry or National Cadastre office
  • being present at the signing of the purchase agreement
  • appearing in court during the mortgage lien registration process in case of a mortgage loan
  • appearing in court after full repayment of the loan during the mortgage lien release process.

Libor

The London Interbank Offered Rate (LIBOR) is published daily by the ICE Benchmark Administration (IBA) and reflects the borrowing cost of banks without collateral in money markets, in different currencies. LIBOR is an interbank interest rate provided by specific banks (Libor panel Banks), which take part in its calculation. It is based on interbank transactions without collateral, to the largest extent, and determined using the “Waterfall Methodology”, allowing its publication under any conditions in the market.

Liquidation of assets

Selling, that is turning into money, assets owned by the borrower to satisfy the lenders’ claims against the borrower.

Loan application

The application whereby a natural person requests to be financed by a financial institution for a specific purpose, such as buying a primary residence.

Loan application assessment

The stage after submitting a mortgage loan application.

Loan collateral

An asset of value the lender may take from the borrower in case the latter does not repay the loan per the agreed terms (such as mortgage lien or cash or securities).

Loan insurance

The insurance covering the loan in case the borrower is unable to repay due to unforeseen events, such as loss of income or death.

Loan repayment

The payment of amounts due to repay the loan, including principal and interest.

Loan term

The time period within which the borrower has to repay the principal and interest of the loan.

Low start (loan)

At the start of the loan and for a specific time period a lower (up to 50%) instalment is set.

LTV

The Loan-to-Value (LTV) ratio is a financial ratio that compares the amount of money being borrowed to the market price of the asset provided as collateral.

M

Maximum/Minimum loan amount

The maximum and minimum loan amount, irrespective of the property value.

Maximum/Minimum repayment term

The maximum/minimum repayment term (in years) that can be set by the borrower when getting the loan.

Mortgage lender

Property lien with mortgage pre-registration. It turns into a mortgage retrospectively, by virtue of a court order, when the borrower does not pay their obligations on time. The right to a property granted to the lender, as debt repayment guarantee.

Mortgage loan

Loan to buy a home or plot, buy a commercial property, construct/repair a home, construct/repair a commercial property, repay another mortgage loan etc.

Mortgage loan intermediation

The credit intermediary has a partnership agreement with the credit institution to carry out all necessary actions in the interest of their client. The purpose of intermediation is for you to get rid of red tape and benefit from the services of the intermediary, who has the necessary know-how and experience to get what is best for you.

Mortgage pre-registration

The registration of the bank’s collateral on the property before the final loan approval.

Mortgage registration

The process of registering the mortgage lien in a public record, so that there is an official registration of the loan and the property used as collateral.

N

Nominal interest rate

The base rate stated in the loan agreement. The Law 128/1975 levy (0.12%) is added to this interest rate.

Non-compounded interest

Up-front payment of an amount less than 50% of the loan principal.

Non-cooperating borrower

According to the Code of Conduct per Law 4224/2013, a borrower is considered as cooperating when:
  • they provide full and updated contact details to the lenders (e.g. landline number, email etc.) and assign someone to act as procedural representative when they are not available;
  • they are available to communicate with the Bank and respond honestly and clearly to calls and letters within fifteen (15) working days, they make a full and honest disclosure of information about their current financial situation within fifteen (15) working days from the day it changes or from the date when such information is requested by the lender, they make an honest disclosure of information which is likely to have a significant impact on their future financial situation (e.g. loss of ownership of assets, notice of lay-off etc.) within fifteen (15) working days from the date when such information comes to their knowledge and
  • they give their consent to finding an alternative workout arrangement for their debt in accordance with the Code of Conduct.
If the above conditions do not apply and the debt remains overdue, the borrower will be considered as a “non-cooperating borrower”.

Non-performing loan

A loan in arrears or red loan.

Notary

The legal professional overseeing the drafting of agreements.

O

Objective value of property

The property value, as calculated based on the objective calculation system of the Ministry of Finance. The value is calculated by multiplying the starting price of the property with coefficients set by the State concerning property details, e.g. floor surface, age etc. It is included in the purchase agreement and it is used to calculate the relevant taxes and cadastral fees. Usually, in urban centres in particular, this value is much lower than the commercial value of the property. The calculation takes into account several components, such as floor, surface, year of construction, location etc.

Outstanding principal

Part of the loan that has not been paid by the borrower, either as regular payment through loan instalments or as partial repayment.

Overdue debt

The amount legally owed by the borrower to the lender which had to be paid on a specific date or within a specific deadline, if such a deadline had been set and the amount became overdue.

P

Parental provision

The donation by parents to their children, which is subject to special tax.

Partial early repayment

The early repayment of an amount higher than the instalment due but lower than 100% of the capital due, with which the loan is partially repaid.

Partial up-front payment

Up-front payment of an amount less than 100% of the loan principal.

Performing (loan)

A loan where instalments are paid on time.

Pre-approval

Once the customer has submitted the application and presented all the necessary details to the bank, they receive an initial approval as an assurance that they can borrow the amount they want. Then, further checks are carried out for the final loan approval, which may differ from the pre-approval in terms of the amount and the conditions.

Principal repayment amount

The amount of partial loan repayment.

Property appraisal

Property appraisal is the key mechanism to determine the property value. The purpose of the appraisal is to fully inform and protect prospective investors before making any investment decision.

Property insurance against natural disasters (fire, earthquake, flood)

The property insurance against natural disasters (fire, earthquake, flood) in the context of a mortgage loan. The insurance cost is determined on the basis of the construction value of the insured property. The relevant expenses are borne by the borrower who has to keep the property insured throughout the loan term at a recognised insurance company of their choice. The insurance policy must be submitted to the Bank together with a statement from the insurance company that the Bank is the beneficiary of the insurance.

R

Reference rate

Reference rates are interest rates updated regularly and available to the public. They serve as a useful basis for all kinds of financial agreements, such as mortgage loans.

Refinancing

Repaying a loan by getting a new one.

S

Semi open-air spaces

Non-heated sheltered spaces with at least one side open to a common area or to the uncovered spaces of the plot, with the length of the opening being equal or greater than 35% of the total perimeter of the open-air space.

Solvency

The ability of a borrower to repay their obligations when they expire. A term that can be used as a synonym is “creditworthiness”. Solvency refers to the long-term adequacy of the borrower’s income and current assets to cover their debt.

Standing order (loan):

Payment orders to companies and organisations, which can be activated by a credit institution and executed automatically.

Z

Zone

department or settlement which, according to price tables, has the same price (Zone Price) Zones are distinguished in: a) Circular Zones: They include one or more building blocks within a municipality or municipal department and are shown on the maps of the Ministry of Finance with a red line along the roads around them. b) Linear Zones: They extend along one or both sides of a road or part of a road, parallel to its axis.