Conventional Loans

Standard Mortgage Financing
with Competitive Terms

A conventional loan is a mortgage not insured or guaranteed by the government. These loans offer competitive interest rates, flexible terms, and are ideal for borrowers with strong credit and stable income. Perfect for purchasing a primary residence, second home, or investment property.

3%
Minimum Down Payment
620
Minimum Credit Score
$766,550
Conforming Loan Limit
No PMI
With 20% Down
What is a Conventional Loan?

Standard Mortgages with Flexible Terms

A conventional loan is a mortgage not insured or guaranteed by the government. These loans are backed by private lenders and follow guidelines set by Fannie Mae and Freddie Mac. Conventional loans offer competitive interest rates, flexible terms, and are ideal for borrowers with strong credit and stable income. Perfect for purchasing a primary residence, second home, or investment property.

Benefits

Key Benefits of Conventional Loans

Competitive Interest Rates

Conventional loans often offer lower interest rates compared to government-backed loans, especially for well-qualified borrowers.

Flexible Down Payment Options

Down payments as low as 3% for first-time homebuyers, or 5% for repeat buyers. Put 20% down to avoid Private Mortgage Insurance (PMI).

Multiple Property Types

Available for primary residences, second homes, and investment properties (1-4 units).

PMI Cancellation

Once you reach 20% equity, you can request to cancel Private Mortgage Insurance, reducing your monthly payment.

Fixed or Adjustable Rates

Choose between fixed-rate mortgages (15, 20, 30 years) or adjustable-rate mortgages (ARM) with initial fixed periods.

Higher Loan Limits

Conforming loans up to $766,550 in most areas (2024), with higher limits in high-cost counties. Jumbo loans available for larger amounts.

Key Numbers

Conventional Loan at a Glance

3%
Minimum Down Payment (First-time Homebuyer)
5%
Minimum Down Payment (Repeat Buyer)
20%
Down Payment to Avoid PMI
620-660
Minimum Credit Score Range
43-50%
Maximum Debt-to-Income Ratio
$766,550
Conforming Loan Limit (2024)
Requirements

Conventional Loan Requirements

Credit Score

Minimum 620 FICO for most conventional loans. Better rates typically require 660-740+ scores.

Down Payment

As low as 3% for first-time homebuyers. 5% for repeat buyers. 15-20% for investment properties.

Debt-to-Income Ratio

Typically 43% or lower. May go up to 50% with strong compensating factors like high credit score or significant reserves.

Income Documentation

Standard income verification: W-2s, tax returns, pay stubs. Alternative documentation may be available for self-employed borrowers.

Employment History

Stable employment history, typically 2 years in the same field. Gap in employment may require explanation.

Property Types

Primary residences, second homes, and 1-4 unit investment properties all eligible.

Comparison

Conventional vs. Government Loans

No Upfront Mortgage Insurance

Unlike FHA loans, conventional loans don't require upfront mortgage insurance premiums (MIP).

PMI Can Be Removed

Once you reach 20% equity, you can cancel PMI. FHA MIP often stays for the life of the loan.

Higher Loan Limits

Conforming limits are higher than FHA limits in many areas, allowing for larger loan amounts.

Investment Properties Welcome

Conventional loans are a great option for investors purchasing 1-4 unit rental properties.

Common Questions

Frequently Asked Questions About Conventional Loans

What is a conventional loan?

A conventional loan is a mortgage not insured or guaranteed by the government. These loans are backed by private lenders and follow guidelines set by Fannie Mae and Freddie Mac. They offer competitive interest rates and flexible terms for qualified borrowers.

What credit score do I need for a conventional loan?

Most conventional loans require a minimum credit score of 620. Better rates are typically available for scores 660-740 or higher. Higher credit scores may qualify for lower down payment options.

What is the minimum down payment for a conventional loan?

First-time homebuyers may qualify for as little as 3% down. Repeat buyers typically need 5% down. To avoid Private Mortgage Insurance (PMI), you'll need 20% down.

What is PMI and how can I avoid it?

Private Mortgage Insurance (PMI) protects the lender if you default. You can avoid PMI by putting 20% down. If you have PMI, you can request cancellation once you reach 20% equity in your home.

What are conforming loan limits?

For 2024, the conforming loan limit is $766,550 for most counties. Higher limits apply in high-cost areas. Loans above these limits are considered jumbo loans and may have different requirements.

Can I use a conventional loan for an investment property?

Yes, conventional loans are available for 1-4 unit investment properties. Down payment requirements are typically higher (15-20%) and interest rates may be slightly higher than primary residence loans.

What's the difference between fixed-rate and adjustable-rate mortgages?

Fixed-rate mortgages have the same interest rate for the entire loan term (typically 15, 20, or 30 years). Adjustable-rate mortgages (ARMs) have a fixed rate for an initial period (e.g., 5, 7, or 10 years) before adjusting periodically based on market conditions.

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Who Should Become a Loan Officer and Why?

Insurance Agents

Insurance agents already have a strong client base seeking financial security. By becoming a loan officer, they can offer mortgage solutions alongside insurance products, creating more value for clients and increasing their earnings through commission-based loan closings. Their expertise in risk assessment and financial planning makes them well-suited for this role.

Realtors

Realtors thrive on home sales and adding mortgage origination to their services can provide a seamless experience for clients. By becoming a loan officer, they gain control over the financing process, reduce deal fallout, and unlock an additional revenue stream. This dual role strengthens client relationships and enhances their ability to close transactions faster.

Wealth Management Advisors

Wealth advisors guide clients on financial growth and stability, making mortgage lending a natural extension of their expertise. By offering tailored financing solutions, they help clients leverage assets, optimize debt, and structure real estate investments wisely. This not only strengthens client trust but also diversifies their service offerings, increasing long-term revenue potential.

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