Jumbo Loans
A Jumbo Loan is a mortgage designed for financing high-value homes that exceed the conforming loan limits set by Fannie Mae and Freddie Mac.
Because these loans go beyond standard limits, they’re known as non-conforming loans. Jumbo loans give qualified borrowers the ability to purchase or refinance luxury properties without needing multiple smaller loans.
How a Jumbo Loan Works
Jumbo loans operate like conventional mortgages but cover larger amounts and often require stronger financial qualifications. Borrowers can select from:
Fixed-rate or adjustable-rate (ARM) options
Loan terms ranging from 15 to 30 years
Purchase or refinance programs
Since jumbo loans are not government-backed, lenders set their own standards often requiring excellent credit, low debt ratios, and verifiable assets.
Benefits of a Jumbo Loan
Finance High-Value Properties
Borrow beyond conforming limits to purchase or refinance luxury homes or properties in high-cost areas.
One Loan, One Payment
Avoid juggling multiple loans—finance the full amount with a single, streamlined mortgage.
Competitive Interest Rates
Qualified borrowers often receive favorable rates comparable to or even lower than conventional loans.
Flexible Loan Terms
Choose a fixed or adjustable-rate mortgage with repayment terms that fit your financial goals.
Broad Property Eligibility
Use a jumbo loan for a primary residence, vacation home, or investment property.
Things to Consider
Credit Requirements: Typically a 700+ credit score is needed for approval.
Down Payment: Expect to put down 10–20%, depending on credit and loan size.
Debt-to-Income Ratio: Most lenders require a DTI below 43%.
Asset Verification: Proof of cash reserves and stable income is often required.
Non-Conforming Guidelines: Because these loans aren’t sold to Fannie Mae or Freddie Mac, requirements can vary by lender.
Is a Jumbo Loan Right for You?
A Jumbo loan could be ideal if you:
Are purchasing or refinancing a high-value home
Have strong credit and reliable income
Want flexible terms and one streamlined mortgage
Plan to finance a property in a high-cost or luxury market
