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Jumbo & High Balance Mortgage

Jumbo mortgages are home loans that exceed the conforming loan limits set by the Federal Housing Finance Agency (FHFA). In 2023, the conforming loan limit for most counties in the Idaho was $726,200 but in high-cost areas, it can be as high as $1,089,300. Jumbo mortgages are designed for high-end homebuyers who need to borrow more than the conforming loan limits.

Jumbo mortgages sometimes come with higher interest rates than conforming mortgages, as lenders assume more risk by loaning a larger amount of money. However, jumbo mortgages also offer some benefits, such as the ability to finance a more expensive home with a smaller down payment. Some lenders may even offer jumbo mortgages with as little as 10% down.

Qualifying for a jumbo mortgage can be more challenging than getting a conforming loan. Lenders typically require a higher credit score and a lower debt-to-income ratio. Borrowers may also need to provide more documentation, such as proof of assets and income. The underwriting process can take longer, as lenders will scrutinize the borrower's financial history more closely.

Jumbo mortgages are not backed by Fannie Mae or Freddie Mac, so lenders are taking on more risk by offering them. As a result, jumbo mortgages have more stringent requirements, and lenders are more cautious when considering borrowers. However, with the right credit score and financial history, it is possible to qualify for a jumbo mortgage and finance the purchase of a high-end property.

Jumbo mortgages are a great option for homebuyers looking to purchase a luxury home that exceeds the conforming loan limits. Although jumbo mortgages come with higher interest rates and more stringent requirements, they offer the ability to finance a larger home with a smaller down payment. If you're considering a jumbo mortgage, it's important to do your research and shop around to find the best rates and terms for your financial situation.

Jumbo & High Balance Mortgages

Jumbo Home Loans for Purchase

Jumbo purchase loans are for any loan amount over $726,200 in Idaho.

  • Minimum FICO Score: 680
  • Minimum Down Payment Primary/2nd home:  11% or up to 89.99% Loan to Value
  • Minimum Down Payment Investment:  20% or up to 80% Loan to Value
  • Super Competitive Rates
  • Loans amounts:  $548,250 to $2.0 Million
  • Occupancy:  Primary, 2nd Home & Investment Properties
  • Mortgage Insurance:  ZIP, None, NADA 
  • Fast Closings:  Typicall 25 days or LESS

 

Jumbo Home Loans for Rate & Term Refinance

Jumbo refinance loans are for any loan amount over $726,200 in Idaho.

  • Minimum FICO Score: 680
  • Maximum loan amount:  $2.0 Million
  • Maximum loan to value:  Primary 89.99%, 2nd home 80%, Investment 75%
  • Super Competitive Rates
  • Loans amounts:  $548,250 to $2.0 Million
  • Occupancy:  Primary, 2nd Home & Investment Properties
  • Mortgage Insurance:  ZIP, None, NADA 
  • Fast Closings:  Typicall 25 days or LESS

 

Jumbo Home Loans for Cash Out Refinance

Jumbo refinance loans are for any loan amount over $726,200 in Idaho.

  • Minimum FICO Score: 680
  • Maximum loan amount:  $2.0 Million
  • Maximum loan to value:  Primary 89.99%, 2nd home 75%, Investment 75%
  • Super Competitive Rates
  • Loans amounts:  $548,250 to $2.0 Million
  • Occupancy:  Primary, 2nd Home & Investment Properties
  • Mortgage Insurance:  ZIP, None, NADA 
  • Fast Closings:  Typicall 25 days or LESS

 

Jumbo and High Balance Mortgages

For the State of Idaho, in most Counties, Fannie Mae and Freddie Mac limit the amount a mortgage loan can be.  They adjust these numbers each year, typically around February, based on Consumer Price Index and Average Medium Income.  For borrowers that need to go above this loan limit, lender offer Jumbo or High Balances Mortgages.  These typically require a litte more down, anywhere from 11% to 20%, and the rate are typically high than conventional loans.  Jumbo mortgage underwriting guidelines are also typically tighter, with requirement for high FICO scores and money in reserve.  Money in reserve can be a combination of checking, savings, stocks, bonds, IRA, and in some instances company 401K.  Have additianal question, call a Professional Mortgage Broker today, we can answer all of your Jumbo & High Balance mortgage questions.

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