04 · Loan program

Jumbo.

Finances homes above the conforming loan limit ($832,750 in most counties). Different underwriting from Conventional — tighter on reserves and documentation, but no mortgage insurance, ever. Fifteen programs sit behind this page; your deal decides which one.

15
programs, one application
10%
minimum down
$5M
ceiling
The bar

Strong files get sharp rates.

Above the $832,750 conforming line, underwriting tightens — bigger reserves, cleaner credit. But lenders compete hard for jumbo borrowers, rates can match or beat Conventional — and there's never mortgage insurance.

$833k+
where jumbo starts
10%
min down, no MI
$5M
ceiling
· The programs

Fifteen programs. One of them fits.

Every card below is a different underwrite behind the same application. You don't shop them — that's my job. You just find your deal.

“I don't want to put 20% down.”
10%
minimum down

The standard case. 10% down with no mortgage insurance — jumbo doesn't do PMI at any leverage. 660 credit opens the door; 740+ gets the sharpest rate.

“The house is past $3 million.”
$5M
ceiling

Loans run to $5 million. Reserves scale with size — figure 18–30 months of payments at the top — and purchases above $2M carry two appraisals.

“My income is complicated.”
Manual
underwriting exists

Self-employed, stock-compensated, or income that doesn't fit a model — full manual underwriting runs alongside the automated path, with human judgment on exceptions.

“My parents are helping.”
100%
gift at 20% down

At 80% financing or below, the entire down payment can be a gift on some programs. Above that, you bring 5% of your own funds first.

“The property is unusual.”
50 ac
and other exceptions

Acreage to 40–50 acres, condotels, co-ops, even homes carrying solar leases — each has a program built to take it when the standard ones won't.

“I want the payment low.”
10 yr
interest-only

A documented 10-year interest-only option, a full ARM menu, and rate buydowns on one program — the payment bends more ways than you'd expect.

“My debts run high.”
50%
DTI on some programs

Debt-to-income runs to 50% on some automated programs at 80% financing or below. High earners with real obligations still fit.

On every program

No mortgage insurance, period — jumbo prices risk in the rate. Full documentation; large deposits get sourced. Reserves start around six months of payments under $1M and scale to 18–30 at the top. Second homes and investment properties are covered — investment to $5M on the right program.

· The spec sheet

The numbers.

Loan size
Above $832,750 in most counties ($1.249M in high-cost areas), up to $5.0M. Minimums as low as $300K where state limits make small loans jumbo.
Down payment
10% minimum (90% financing) on several programs; 20% on the strictest.
Mortgage insurance
None. On any program, at any leverage — the rate carries the risk instead.
Credit score
660 floor on several programs (strictest 720). 740+ gets the best pricing; 760 on two.
Debt-to-income
To 50% on some automated programs. Compresses to 35–38% above 85% financing.
Reserves
About 6 months of payments under $1M, scaling to 18–30 months at $2.5M+. Second homes and investment run higher.
Terms
15/20/30-year fixed; ARMs (5/6, 7/6, 10/6); a 10-year interest-only option; rate buydowns on one program.
Appraisal
One appraisal standard. Two above ~$2M purchases — thresholds vary by program.
Gift funds
100% gift at ≤80% financing on some programs. Above 80%, you bring 5% of your own funds first.
Underwriting paths
Automated and full manual both exist. Every large deposit gets sourced and explained — come organized.
Property reach
Primary, second home, investment to $5M. Acreage to 50 acres, condotels, co-ops, and solar-lease homes on specific programs.
· Straight talk

Not for you if your loan lands under the conforming limit (~$833k) — below that you're in Conventional territory, usually with simpler underwriting.

When a loan I offer isn't right for you, I'll say so — and point you to the one that is.

· Common questions

FAQ

When do I actually need a Jumbo?
When the loan amount exceeds $832,750 (most counties; $1.249M in high-cost areas). Below that, you're in Conventional territory.
Are Jumbo rates higher than Conventional?
Not always. For strong borrowers, Jumbo rates can match or beat Conventional. Lenders compete hard for high-quality Jumbo borrowers.
Is there PMI on a jumbo?
Never — on any program, at any down payment. Jumbo doesn't use mortgage insurance; the rate carries the risk instead.
Do I need 20% down for a Jumbo?
No — 10% down exists on several programs, with no mortgage insurance attached. 20% is where the strictest, sharpest-rate program lives.
Can I do a piggyback to avoid Jumbo?
Yes — first mortgage at the conforming limit + a HELOC for the remainder. Sometimes wins on rate, sometimes loses on closing costs. Drake runs both scenarios.
Are gift funds allowed on Jumbo?
Yes — at 80% financing or below, the entire down payment can be a gift on some programs. Above 80%, you bring 5% of your own funds first. Gifts of equity exist too.
I'm self-employed — can I still get a jumbo?
Yes. Full manual underwriting runs alongside the automated path — income that doesn't fit a model gets human judgment instead of an automatic no.
· Questions left?

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