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Loan Matching

LCE

Created on March 8, 2024

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Min FICO 500

Large DP to avoid PMI

FNMA Guidelines

No 2nd Homes

Acceptable COE

DP of 3% or More

2nd or Investment Allowed

DTI 45% or Less

Must Be Primary Residence

DTI 43% or Less

MIP Required

No 2nd Homes

Funding Fee

DP of 3.5% Max LTV 96.5%

No Min FICO

Min FICO 620

No DP Required

Must Be Primary Residence

Conventional

FHA

VA

Loan Matching

PROS

CONS

Faster Time to Close

620 Min FICO

Strict Rules

Out of Pocket Closing Costs

Lower Monthly Payment

MIP Upfront Again

Condo does not need FHA approval

No Appraisal

No Cash Out

Limited Documents

Current FHA Borrowers Only

No Manufactured

FHA Streamline

PROS

CONS

Are Assumable

Lower Mortgage Payment

No Manufactured

No Limit for DTI

0.5% Funding Fee

Limited Income Docs

New rate must be at least 0.5% lower

No Investment

No Appraisal Needed

No Minimum FICO

No Cash Out

Seasoned Loan

VA IRRRL

PROS

CONS

1-4 Unit Investments

Less Documents Required

Not FNMA

Conventional Refi

Max 43% LTV

Conventional Purchase

Fixed Rate

Loan Max $700k

Lower Payment

Balloon loan due in 12yrs

No Manufactured

Cumulative no more than 1 million

30 Due in 12 Porfolio

PROS

CONS

5/1 or 7/6 Option

Standard MI Guidelines

Possible Lower Payments

Potential Lack of Affordability

Fair or Better FICO

30 Year Term Only

Unpredictable Interest Rates

Lower Initial Interest Rate

DP as low as 3%

DTI 49% or Lower

Short Term Ownership

Increased Mortgage Payment

ARM

PROS

CONS

Reduced MI

Cannot Own Home in last 3 Years

No Manufactured Homes

Gift Funds Allowed

Only 30 Year Option

No FNMA LLPA's

3% Down Payment

Must be Primary

Max DTI 43%

No 2+ Unit Homes

Homeownership Education Required

Min FICO of 680

First Time Homebuyer Portfolio

PROS

CONS

Homeownership Education Required

No FNMA LLPA's

No Investment Properties

Reduced MI

Boarder Income not allowed on 2+ Units

Mattress Money

Must have 3% Down Payment

Max DTI 50%

Gift Funds Allowed

Must be Primary

Min FICO 620

80% of the area Mid income

Home Ready

PROS

CONS

Min 5% DP

Portfolio Product

No Investment Properties

Secondary Home

Min FICO 700

LLPA's Apply

Primary Home

No Gift Funds

Fixed Rate

No Manufactured Homes

$2 Million Max

Max DTI 43%

Jumbo Fixed Rate

PROS

CONS

Max DTI 43%

Competitive interest rates

No Cashout

Full Appraisal

No Escrow Waver

70% on Non-Liquid Assets

Min 5% DP

No MI Due to 80% LTV

Non-Occupying Co-Borrower Allowed

15, 20, 30 Year Terms

Min FICO 700

12 Month Reserves Required

Jumbo No MI

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