Conventional Loans

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Residential mortgage program

Conventional Loans

Flexible mortgage financing for primary residences, second homes and eligible investment properties—without federal mortgage insurance or a government guarantee.

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Program overview

A widely used path to home financing.

A conventional mortgage is not insured or guaranteed by FHA, VA or USDA. A conforming conventional loan meets Fannie Mae or Freddie Mac requirements and applicable FHFA loan limits; loans above those limits are generally described as jumbo or non-conforming.

Approval depends on the complete borrower profile, including credit history, verified income, employment, assets, debts, occupancy, property type, appraisal and automated or manual underwriting findings.

Program characteristics

Property use

Multiple occupancy options

May support eligible primary residences, second homes and one-to-four-unit investment properties, depending on program rules.

Down payment

Varies by transaction

Minimum borrower contribution and maximum LTV depend on occupancy, units, loan purpose, product and underwriting findings. Some eligible programs permit low down payments.

Mortgage insurance

Risk-based requirements

Private mortgage insurance is commonly required when the first-mortgage LTV exceeds 80%. Cost and cancellation rules depend on law, investor and servicer requirements.

Rates

Fixed and adjustable options

Pricing depends on market conditions, credit, LTV, property, occupancy, loan size, term, points and other risk factors.

2026 limit

$832,750 baseline

The 2026 one-unit conforming limit is $832,750 in most U.S. counties. Higher limits apply in eligible high-cost areas; verify the property county.

Eligible uses

Purchase and refinance

Programs may include purchase, rate-and-term refinance and cash-out refinance, subject to product-specific limits and seasoning requirements.

Underwriting and documentation

CreditCredit score, payment history, recent inquiries, housing history, derogatory events and number of financed properties may affect eligibility and pricing. Lender overlays may apply.
Income and employmentPaystubs, W-2s, tax returns, business returns, profit-and-loss statements, benefit letters, rental documentation or other evidence may be required based on income type.
AssetsBank, brokerage, retirement and gift-fund documentation may be used to verify down payment, closing costs and reserves. Large deposits may require sourcing.
Debt-to-incomeQualifying ratios are evaluated with the complete file and underwriting system. Compensating factors do not guarantee approval.
PropertyAppraisal, title, insurance, flood-zone, condo/project and property-condition reviews may apply. Property eligibility varies by product.

Application-to-closing process

01

Initial review

Share goals, occupancy, property, funds and estimated borrower profile.

02

Documentation

Provide income, asset, credit and property information requested for underwriting.

03

Underwriting

The lender evaluates eligibility, appraisal, conditions and final loan structure.

04

Closing

Review final disclosures, satisfy closing conditions and complete settlement.

Conventional application

Request a program review.

Complete the initial request. Do not send Social Security numbers, bank-account numbers or sensitive documents through this form.

All programs are subject to credit, income, asset, property and lender approval. Rates, terms, costs and eligibility may change.

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