Jumbo

Finance your dream home beyond conventional limits

When you find a luxury home, vacation property, or investment opportunity that exceeds the $766,550 conforming loan limit, a jumbo loan makes it possible with competitive rates and flexible terms.

Get your jumbo pre-approvalNo credit impact | No commitment

At a glance

Minimum down
10%
20% eliminates PMI entirely
Minimum credit
680
700+ unlocks the best rates
Maximum loan
Up to $3M+
Higher amounts available by request
Loan terms
15, 20, or 30 yr
Fixed and adjustable options

When do you need a jumbo loan?

The Federal Housing Finance Agency sets annual conforming loan limits -- the maximum amount Fannie Mae and Freddie Mac will guarantee. For 2024, the standard limit is $766,550 in most U.S. counties.

In designated high-cost areas -- including parts of California, New York, Hawaii, Washington D.C., and coastal metros -- the ceiling rises to as much as $1,149,825 (150% of the baseline).

When your purchase price or refinance amount pushes the loan balance above the applicable conforming limit for your county, you need a jumbo loan. Jumbo loans are not government-backed, which means lenders assume more risk and set their own qualification standards.

2024 conforming limits

Standard areas$766,550
High-cost areas (ceiling)$1,149,825
Alaska, Hawaii, Guam, USVI$1,149,825

Anything above these limits requires jumbo financing.

Jumbo vs conforming

Understanding the key differences helps you decide which loan type fits your situation.

FeatureJumboConforming
Loan amountAbove $766,550Up to $766,550
Down payment10% - 20%3% - 20%
Credit score680+ (700+ preferred)620+
Interest ratesCompetitive, sometimes lowerMarket rate
PMIAvoidable with 20% downRequired under 20% down
DocumentationFull documentation requiredStandard documentation
Reserve requirements6-12 months0-2 months
Best forHigh-value homes, strong-credit buyersMost standard home purchases

Jumbo loan requirements

Because jumbo loans are not backed by Fannie Mae or Freddie Mac, lenders apply stricter qualification standards. Here is what to expect.

Credit score

A minimum score of 680 is required for most jumbo programs. Scores of 700 or above unlock better rates and higher loan amounts. Some lenders require 720+ for the most competitive pricing.

Down payment

Plan for 10% to 20% down. A 20% down payment eliminates any PMI requirement and provides access to the best rates. Some programs allow 10% down on loans up to $2 million for primary residences.

Reserves

Expect to show 6 to 12 months of mortgage payments in liquid reserves after closing. This includes bank accounts, investment portfolios, and retirement funds. Higher loan amounts require more reserves.

Debt-to-income ratio

Your total monthly debt payments (including the new mortgage) should not exceed 43% of your gross monthly income. Some programs allow up to 45% with strong compensating factors like high reserves or low LTV.

Full documentation

Jumbo loans require complete income and asset documentation: recent pay stubs, W-2s or tax returns for 2 years, bank statements for 2-3 months, and documentation for any additional income sources.

Appraisal

All jumbo loans require a full appraisal. For loan amounts above $1.5 million, a second appraisal may be required. The appraisal must support the purchase price or estimated value.

Property types eligible for jumbo financing

Jumbo loans support a wide range of property types beyond the standard single-family home.

Single-family homes

Primary residences, including new construction and existing homes in any market.

Condominiums

Warrantable and non-warrantable condos in approved buildings and communities.

Townhouses

Attached and detached townhomes with HOA or PUD structures.

2-4 unit properties

Multi-family properties where the borrower occupies one unit as a primary residence.

Second homes

Vacation homes and seasonal residences in resort and destination markets.

Investment properties

Rental properties and income-producing real estate with higher down payment and reserve requirements.

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Mortgage Payment Calculator

Estimate your monthly payment with taxes, insurance, and PMI

$
3%50%
4%10%
$2,632
Estimated Monthly Payment
Principal & interest $2,076
Property tax (0.60%) $200
Insurance ($4,280/yr) $357
Loan amount$320,000
Total interest paid$427,185

Frequently asked questions

What is a jumbo loan?+
Are jumbo loan rates higher than conforming rates?+
Can I get a jumbo loan with 10% down?+
What reserve requirements exist for jumbo loans?+
Can I use a jumbo loan for a second home or investment property?+
Is there a maximum jumbo loan amount?+

Ready to finance beyond conventional limits?

Get pre-approved for a jumbo loan in minutes -- competitive rates, flexible terms.

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