5% Down Payment for your Jumbo purchase or 95% LTV Jumbo financing for Rate / Term refinance. Cash Out is also available on this program & may be used for any purpose including reserve requirements. 95% LTV cash out by exception only. Interest Only feature available – 620 middle “mortgage credit score”. Non-occupant borrowers – OK (income, reserves, and credit profile)
Bank Statement Loan Details
One-year alternative income documentation programs are considered Lite Doc. Lite Doc – 1-Year (55% DTI) “Lite Doc” only pertains to employment history documentation /verification., Sole Prop, C Corp, S Corp, LLC. < 2 Years and Reduced Doc
Alt Doc – 24 Months Alternative Income Documentation
Income documentation can be 1099 Only, bank statements and/or different asset depletion product enhancements. 2 year alternative income documentation programs are considered Alt Doc
Lite Doc – 12 Month Income Documentation
Lite Doc programs require only 1 year, Alt or Full Doc program with traditional income documentation. There are a few worthwhile reasons to do this. The difference being 1 year less documentation verification to deal with.
Reserve Requirement Notes: Business funds OK. However, the borrower must be 100% owner or will be required to obtain a CPA Letter stating the cash withdrawal would not have an adverse impact on the business. Foreign Funds acceptable, too with 30 days seasoning in an American bank.
Cash-Out Refinance: 90% LTV unlimited cash-out with 760 credit score on Owner-Occupied Only to $1,500,000 – No Mortgage Insurance.
Available Terms: 40-Year fixed, 40-Year fixed Interest Only (40-year am, 10 year i/o), 30-Year fixed (30-year am, 10 year i/o), 30-Year fixed Interest Only, 10/1 ARM, 10/1 ARM Interest Only
– Loan Program Matrix –
Purchase & Rate/Term Refinance:
Credit Score
Loan to Value
Loan Amount
Reserves (REO)
Property Type
720
95% LTV
$2,500,000
6 Months PITIA
SFR, Condos and PUD’s
720
90% LTV
$3,500,000
9 Months PITIA
SFR, Condos and PUD’s
720
85% LTV
$4,000,000
12 Months PITIA
SFR, Condos and PUD’s
720
80% LTV
$5,000,000
12 Months PITIA
SFR, Condos and PUD’s
Cash Out Refinance – 720 Credit Score:
Credit Score
Loan to Value
Loan Amount
Reserves (REO)
Property Type
720
95% LTV
$1,500,000
6 Months PITIA
SFR, Condos
720
90% LTV
$2,000,000
9 Months PITIA
SFR, Condos
720
85% LTV
$3,500,000
12 Months PITIA
SFR, Condos
720
80% LTV
$4,000,000
12 Months PITIA
SFR, Condos
Purchase – 700 Credit Score
Credit Score
Loan to Value
Loan Amount
Reserves (REO)
Property Type
700
80% LTV
$2,500,000
6 Months PITIA
SFR, Condos and PUD’s
700
80% LTV
$3,500,000
9 Months PITIA
SFR, Condos and PUD’s
700
75% LTV
$4,000,000
12 Months PITIA
SFR, Condos and PUD’s
700
70% LTV
$5,000,000
12 Months PITIA
SFR, Condos and PUD’s
Cash Out Refinance (Owner-Occupied)
Credit Score
Loan to Value
Loan Amount
Reserves (REO)
Property Type
700
75% LTV
$,00,000
6 Months PITIA
SFR, Condos
700
70% LTV
$,00,000
9 Months PITIA
SFR, Condos
700
65% LTV
$,00,000
12 Months PITIA
SFR, Condos
700
60% LTV
$,00,000
12 Months PITIA
SFR, Condos
Purchase (Owner-Occupied)
Credit Score
Loan to Value
Loan Amount
Reserves (REO)
Property Type
680
80% LTV
$2,000,000
6 Months PITIA
SFR, Condos and PUD’s
680
75% LTV
$2,500,000
9 Months PITIA
SFR, Condos and PUD’s
680
70% LTV
$3,000,000
12 Months PITIA
SFR, Condos and PUD’s
680
65% LTV
$4,000,000
12 Months PITIA
SFR, Condos and PUD’s
Cash Out Refinance
Credit Score
Loan to Value
Loan Amount
Reserves (REO)
Property Type
680
75% LTV
$2,000,000
6 Months PITIA
SFR, Condos
680
70% LTV
$2,500,000
9 Months PITIA
SFR, Condos
680
65% LTV
$3,000,000
12 Months PITIA
SFR, Condos
680
60% LTV
$4,000,000
12 Months PITIA
SFR, Condos
Purchase (Owner-Occupied)
Credit Score
Loan to Value
Loan Amount
Reserves (REO)
Property Type
660
75% LTV
$2,000,000
6 Months PITIA
SFR, Condos and PUD’s
660
70% LTV
$2,500,000
9 Months PITIA
SFR, Condos and PUD’s
660
65% LTV
$3,000,000
12 Months PITIA
SFR, Condos and PUD’s
660
60% LTV
$4,000,000
12 Months PITIA
SFR, Condos and PUD’s
* Alt Doc – Bank Statements – 24 Months
Purchase and Rate/Term Refinance (Owner-Occupied)
Credit Score
Loan to Value
Loan Amount
Reserves (REO)
Property Type
720
80% LTV
$2,500,000
6 Months PITIA
SFR, Condos and PUD’s
720
75% LTV
$3,000,000
9 Months PITIA
SFR, Condos and PUD’s
720
70% LTV
$3,500,000
12 Months PITIA
SFR, Condos and PUD’s
720
70% LTV
$4,500,000
12 Months PITIA
SFR, Condos and PUD’s
Cash Out Refinance (Owner-Occupied)
Credit Score
Loan to Value
Loan Amount
Reserves (REO)
Property Type
720
75% LTV
$2,000,000
6 Months PITIA
SFR, Condos
720
70% LTV
$2,500,000
9 Months PITIA
SFR, Condos
720
70% LTV
$3,500,000
12 Months PITIA
SFR, Condos
720
60% LTV
$4,000,000
12 Months PITIA
SFR, Condos
Purchase (Owner-Occupied)
Credit Score
Loan to Value
Loan Amount
Reserves (REO)
Property Type
700
75% LTV
$2,000,000
6 Months PITIA
SFR, Condos and PUD’s
700
70% LTV
$2,500,000
9 Months PITIA
SFR, Condos and PUD’s
700
70% LTV
$3,500,000
12 Months PITIA
SFR, Condos and PUD’s
700
60% LTV
$4,000,000
12 Months PITIA
SFR, Condos and PUD’s
Cash Out Refinance (Owner-Occupied)
Credit Score
Loan to Value
Loan Amount
Reserves (REO)
Property Type
700
75% LTV
$2,500,000
9 Months PITIA
SFR, Condos
700
70% LTV
$3,000,000
12 Months PITIA
SFR, Condos
700
70% LTV
$3,500,000
18 Months PITIA
SFR, Condos
700
70% LTV
$4,500,000
18 Months PITIA
SFR, Condos
Purchase (Owner-Occupied)
Credit Score
Loan to Value
Loan Amount
Reserves (REO)
Property Type
680
75% LTV
$2,000,000
6 Months PITIA
SFR, Condos and PUD’s
680
70% LTV
$2,500,000
9 Months PITIA
SFR, Condos and PUD’s
680
70% LTV
$3,000,000
12 Months PITIA
SFR, Condos and PUD’s
680
70% LTV
$4,000,000
12 Months PITIA
SFR, Condos and PUD’s
Cash Out Refinance (Owner-Occupied)
Credit Score
Loan to Value
Loan Amount
Reserves (REO)
Property Type
680
75% LTV
$2,000,000
6 Months PITIA
SFR, Condos
680
70% LTV
$2,500,000
9 Months PITIA
SFR, Condos
680
70% LTV
$2,000,000
12 Months PITIA
SFR, Condos
680
65% LTV
$3,000,000
18 Months PITIA
SFR, Condos
Purchase (Owner-Occupied)
Credit Score
Loan to Value
Loan Amount
Reserves (REO)
Property Type
660
70% LTV
$1,500,000
9 Months PITIA
SFR, Condos and PUD’s
660
70% LTV
$2,000,000
12 Months PITIA
SFR, Condos and PUD’s
660
70% LTV
$1,500,000
18 Months PITIA
SFR, Condos and PUD’s
660
65% LTV
$2,000,000
18 Months PITIA
SFR, Condos and PUD’s
Cash Out Refinance (Owner-Occupied)
Credit Score
Loan to Value
Loan Amount
Reserves (REO)
Property Type
660
70% LTV
$1,500,000
6 Months PITIA
SFR, Condos
660
70% LTV
$2,000,000
9 Months PITIA
SFR, Condos
660
70% LTV
$1,500,000
12 Months PITIA
SFR, Condos
660
65% LTV
$2,000,000
12 Months PITIA
SFR, Condos
* Lite Doc – Bank Statements – 12 Months *
Purchase (Owner-Occupied)
Credit Score
Loan to Value
Loan Amount
Reserves (REO)
Property Type
720
80% LTV
$2,500,000
6 Months PITIA
SFR, Condos and PUD’s
720
75% LTV
$3,000,000
9 Months PITIA
SFR, Condos and PUD’s
720
70% LTV
$3,500,000
12 Months PITIA
SFR, Condos and PUD’s
720
70% LTV
$4,500,000
18 Months PITIA
SFR, Condos and PUD’s
Cash Out Refinance (Owner-Occupied)
Credit Score
Loan to Value
Loan Amount
Reserves (REO)
Property Type
720
75% LTV
$2,500,000
6 Months PITIA
SFR, Condos
720
70% LTV
$3,000,000
6 Months PITIA
SFR, Condos
720
70% LTV
$3,500,000
12 Months PITIA
SFR, Condos
720
65% LTV
$4,500,000
12 Months PITIA
SFR, Condos
Purchase (Owner-Occupied)
Credit Score
Loan to Value
Loan Amount
Reserves (REO)
Property Type
700
80% LTV
$2,000,000
6 Months PITIA
SFR, Condos and PUD’s
700
75% LTV
$2,500,000
9 Months PITIA
SFR, Condos and PUD’s
700
70% LTV
$3,000,000
12 Months PITIA
SFR, Condos and PUD’s
700
65% LTV
$3,500,000
12 Months PITIA
SFR, Condos and PUD’s
Cash Out Refinance (Owner-Occupied)
Credit Score
Loan to Value
Loan Amount
Reserves (REO)
Property Type
700
75% LTV
$2,000,000
6 Months PITIA
SFR, Condos
700
75% LTV
$2,500,000
9 Months PITIA
SFR, Condos
700
70% LTV
$3,000,000
12 Months PITIA
SFR, Condos
700
70% LTV
$3,500,000
12 Months PITIA
SFR, Condos
Purchase (Owner-Occupied)
Credit Score
Loan to Value
Loan Amount
Reserves (REO)
Property Type
680
75% LTV
$2,000,000
9 Months PITIA
SFR, Condos and PUD’s
680
75% LTV
$2,500,000
12 Months PITIA
SFR, Condos and PUD’s
680
70% LTV
$3,000,000
18 Months PITIA
SFR, Condos and PUD’s
680
70% LTV
$3,500,000
24 Months PITIA
SFR, Condos and PUD’s
Cash Out Refinance (Owner-Occupied)
Credit Score
Loan to Value
Loan Amount
Reserves (REO)
Property Type
680
70% LTV
$2,000,000
6 Months PITIA
SFR, Condos
680
70% LTV
$2,500,000
12 Months PITIA
SFR, Condos
680
65% LTV
$3,000,000
12 Months PITIA
SFR, Condos
680
65% LTV
$3,500,000
12 Months PITIA
SFR, Condos
Purchase (Owner-Occupied)
Credit Score
Loan to Value
Loan Amount
Reserves (REO)
Property Type
660
75% LTV
$2,000,000
6 Months PITIA
SFR, Condos and PUD’s
660
75% LTV
$2,500,000
9 Months PITIA
SFR, Condos and PUD’s
660
70% LTV
$2,000,000
12 Months PITIA
SFR, Condos and PUD’s
660
70% LTV
$2,500,000
12 Months PITIA
SFR, Condos and PUD’s
Cash Out Refinance (Owner-Occupied)
Credit Score
Loan to Value
Loan Amount
Reserves (REO)
Property Type
660
75% LTV
$1,500,000
6 Months PITIA
SFR, Condos
660
70% LTV
$2,000,000
9 Months PITIA
SFR, Condos
660
65% LTV
$2,000,000
9 Months PITIA
SFR, Condos
660
60% LTV
$2,000,000
9 Months PITIA
SFR, Condos
Eligible Transactions: Purchase and Rate / Term Refinance: 95% LTV Purchase or Rate & Term refinance with 720 credit score on Owner Occupied only – No Mortgage Insurance.
Eligible Occupancies: Owner-Occupied / Primary Residence, Second Homes, Investment