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Stated Income Jumbo – 740 Credit Score

Stated Income Mortgage Loan Up to $4,000,000

Access an easy home loan up to $4,000,000 based on stated income, with a minimum credit score of 740. Skip the hassle and stress of an executed Form 4506-C – it’s not needed for your application, approval or at any time throughout to close. Access substantial financing without the paperwork fuss and frustration, delays, improper expectations, etc.

Stated Income and Verified Assets Loan Program

This stated income mortgage program requires a strong overall credit profile, with a minimum qualifying credit score of 740. Credit history, mortgage payment performance, open tradelines, and recent derogatory events are reviewed as part of the underwriting decision.

  • 740 Minimum FICO
  • No IRS Form 4506-C
  • Loans to $4,000,000
  • Exceptions to $5,000,000 with strong compensating factors

Credit Score and Credit Requirements

Mortgage Credit Score Requirements

The qualifying mortgage credit score is based on the middle score when three credit scores are available or the lower score when only two scores are reported. A minimum 740 FICO score is required.Credit Events and Payment History

Borrowers may not have a history of bankruptcy, foreclosure, or consumer credit counseling. Collections, liens, judgments, and charge-offs are subject to underwriting review and may be required to be satisfied depending on the circumstances.

Consumer revolving debt may generally include up to two 30-day late payments during the previous 12 months. Installment debt may not have late payments during the previous 12 months.

Mortgage payment history must remain current, with no mortgage late payments permitted during the previous 24 months.

Tradeline Requirements

Borrowers must demonstrate an established credit history with a minimum of four open credit accounts. At least two accounts must be open and active with a minimum two-year credit history.


Refinance Requirements

  • Existing mortgage liens must be paid off
  • Cash out OK
  • Six-month seasoning
  • Property-value seasoning
  • Ownership transfer restrictions
  • Market-value seasoning / MLS required

Property Value and Appraisal Requirements

  • Two appraisals when value exceeds $3,500,000
  • Property condition
  • Property condition

Self-Employed Borrower Eligibility Requirements

Self-Employed Borrowers: 2-year Job History. 1 year considered with industry experience. There are many ways to verify employment. Example: third party such as your CPA. or anyone else who carries an active and verifiable license. Ask your loan officer for assistance, further details and additional information.

Stated Income/Verified Assets Reserve Requirements

Your income is stated on the application by loan officer. Stated Income/Verified Assets The amount of liquid assets required pertains to your loan amount illustrated below:

Liquid Asset Requirements: Loan Amount / Reserves

Reserve Requirements

  • $2,000,000 / $150,000
  • $2,000,000 / $250,000
  • $3,000,000 / $400,000
  • $4,000,000 ‘/ $500,000

Acceptable Liquid Assets

Keep checking, savings, CDs, stocks/bonds, retirement, money market, cash 30 days seasoned in the bank. etc. as bullets rather than headings.

2 months bank statements or a VOD, Verification of Deposit, personal or business bank statements OK


Eligible Borrowers

  • Investors/ Property Managers – Rental Agreements can be qualified as income
  • Permanent Resident Aliens
  • Ineligible Borrowers
  • Real Estate Owned and Financed Property Limits.
  • 20 Financed REO Maximum

Eligible Property Types

  • Single-Family Residence
  • Townhomes
  • PUDs
  • Condos
  • 1–4 units if applicable

Eligible Occupancies

  • Owner-Occupied
  • Non-Owner-Occupied
  • Investment Properties
  • Second Homes

Additional Underwriting Guidelines

  • Borrower Fraud Alert report ordered by lender before funding
  • Business phone verification
  • Gift funds
  • Accounts receivable
  • Residual income
  • Other miscellaneous underwriting notes

Available Loan Terms

  • 5- and 7-Year ARMs
  • 15-Year Fixed
  • 40-Year Amortization
  • Interest-Only Available

Available in the Following States:

Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, North Dakota, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin

Last Updated on 6 days ago by Broker Mortgages