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Loan Options

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30-Year Fixed-Rate Mortgage

A home loan with a fixed interest rate and payments spread over 30 years. Lower monthly payments compared to shorter-term loans, but more interest paid over time.

Qualification Requirements: Stable income, acceptable credit score (typically 620+), debt-to-income (DTI) ratio within lender limits, employment verification, and down payment (often 3%–20%).

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15-Year Fixed-Rate Mortgage

Fixed interest rate with a 15-year repayment term. Higher monthly payments, but lower total interest costs and faster equity buildup.

Qualification Requirements: Similar to 30-year fixed, but borrowers usually need stronger income due to higher monthly payments. Good credit and lower DTI preferred.

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Adjustable-Rate Mortgages (ARMs)

Mortgage with an interest rate that changes periodically after an initial fixed period (such as 5, 7, or 10 years). Often starts with lower rates, but payments may increase later.

Qualification Requirements: Requires income verification, acceptable credit, and qualifying based on current or future adjusted payment. Often easier to qualify for larger loan amounts initially.

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FHA Loans

Government-backed loans insured by the Federal Housing Administration. Designed for buyers with lower credit scores or smaller down payments.

Qualification Requirements: Lower credit score requirements (typically 580+ for 3.5% down), steady income, primary residence occupancy, and FHA loan limits apply.

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VA Loans

Government-backed loans for eligible veterans, active-duty military members, and surviving spouses. Often require no down payment and no private mortgage insurance (PMI).

Qualification Requirements: Must be eligible military service member, veteran, or surviving spouse with Certificate of Eligibility (COE). Lenders review income, credit, and residual income requirements.

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Jumbo Loans

Loans that exceed conventional conforming loan limits set by the Federal Housing Finance Agency (FHFA). Typically used for higher-priced homes and may require stronger credit and reserves.

Qualification Requirements: Higher credit score (usually 700+), low DTI, strong income, significant cash reserves, and larger down payment (10%–20%+).

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Super Jumbo Loans

Large mortgage loans significantly above jumbo loan limits, commonly used for luxury properties. Usually require excellent credit, large down payments, and substantial assets.

Qualification Requirements: Excellent credit, high income, extensive assets/reserves, low DTI, and substantial down payment. Strict underwriting standards apply.

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40-Year Interest-Only Loan

A mortgage where the borrower pays only interest for an initial period, with a total loan term of 40 years. Provides lower initial payments but can increase long-term costs.

Qualification Requirements: Good credit, strong income, and ability to qualify for future higher payments after interest-only period ends. Often requires larger reserves.

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Creative Financing Options

Alternative financing methods outside traditional lending, such as seller financing, lease options, subject-to financing, or carryback loans. Often used for unique borrower situations.

Qualification Requirements: Qualifications vary depending on agreement. May involve flexible credit or income requirements if seller financing or alternative structures are used.

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Investor X (DSCR) Loan

A Debt Service Coverage Ratio (DSCR) loan designed for real estate investors. Approval is based primarily on the property’s rental income rather than the borrower’s personal income.

Qualification Requirements: Qualification based mainly on rental income from the property rather than personal income. Property cash flow must meet lender DSCR requirements.

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Hard Money Loan for Renovation

Short-term asset-based financing commonly used for fix-and-flip or renovation projects. Faster approvals with flexible underwriting, but usually higher interest rates and fees.

Qualification Requirements: Primarily based on property value and renovation potential rather than borrower income. Usually requires down payment/equity and an exit strategy.

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Here's how our home refinance process works:

THE HOME REFINANCE PROCESS

  • Complete our simple home refinance analysis request
  • Receive options based on your unique criteria and scenario
  • Compare mortgage interest rates and terms
  • Choose the offer that best fits your needs

Strategy. Execution. Success.

A disciplined approach to planning and execution ensures each step is handled with care, delivering consistent results for buyers, sellers, and investors alike.

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