By Ken Clark Jr. ยท Certified Mortgage Advisor & Branch Manager ยท NMLS #225375 Last updated:
Ken Clark Jr.
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Jumbo Loans

โœ“ Last verified against available program guidelines: May 17, 2026

Real financing for loan amounts above conforming limits.

Whether you're buying in the Bay Area, Los Angeles, Sacramento luxury markets, North Jersey suburbs, or anywhere with a loan above the 2026 conforming limit of $806,500, a properly structured jumbo or high-balance loan can deliver competitive rates with less rigid documentation than most borrowers expect.

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What is a jumbo loan?

A jumbo loan is any mortgage exceeding the FHFA conforming loan limit for the county. In 2026, that's $806,500 in most counties and up to $1,209,750 in high-cost areas like San Francisco, Los Angeles, Orange County, and parts of New Jersey. Loans between baseline and high-cost limits are called high-balance conforming. Loans above high-cost limits are true jumbo.

Jumbo loan programs we offer

High-Balance Conforming

Loan amounts above baseline ($806,500) but within county high-cost limits. Eligible for Fannie Mae and Freddie Mac, often pricing close to conforming. 5-10% down with PMI.

Standard Jumbo

Loan amounts above county high-cost limits. Typically 10-20% down, 700+ credit score, full documentation. Competitive 30-year fixed and ARM options.

Jumbo with 10% Down

Higher loan amounts with as little as 10% down available for well-qualified borrowers up to $1.5M loan amount.

Bank Statement Jumbo (Non-QM)

Self-employed jumbo using 12 or 24 months of bank statements. Up to $3M loan amount. No tax returns required.

Asset-Based Jumbo

Qualify based on liquid assets rather than employment income. Ideal for retirees and high-net-worth borrowers.

VA Jumbo

VA loans above county limits with no maximum loan amount for eligible borrowers. Partial down payment may apply on the amount exceeding the limit.

Investment Property Jumbo

Single-family, 2-4 unit, and condo investment property jumbo financing with full-doc and DSCR options.

Jumbo loan qualifying basics

Credit score

Most jumbo programs require 700 minimum. Best pricing at 740+. Non-QM jumbo down to 660.

Down payment

10% minimum to $1.5M. 15-20% above. VA jumbo can be lower.

Reserves

6-12 months of PITIA in liquid assets, often more for true jumbo.

DTI

Typically 43% maximum. Some programs flex to 50% with strong reserves.

Documentation

Full doc: 2 years tax returns, 2 years W-2s, recent pay stubs, 2 months bank statements. Non-QM: bank statements or assets.

Frequently Asked Questions

Common questions on jumbo loans, answered by Ken Clark Jr., Certified Mortgage Advisor.

What is the 2026 jumbo loan limit in California?

Jumbo loans are any loan above the county conforming limit. In 2026, that's $806,500 in most California counties and up to $1,209,750 in high-cost counties like San Francisco, Los Angeles, San Mateo, Santa Clara, Marin, and Alameda. Sacramento County uses the $806,500 baseline.

How much down payment do I need for a jumbo loan?

Most jumbo programs require 10% down up to $1.5M loan amount and 15-20% down above that. Some programs allow 5% down for well-qualified borrowers. VA jumbo allows zero down up to county limits, with partial down payment on the portion exceeding.

Are jumbo loan rates higher than conforming?

Historically yes, but in 2026 jumbo rates often price within 0.125% to 0.5% of conforming rates because banks compete aggressively for high-balance relationships. Bank statement jumbo and asset-based jumbo price 0.5% to 1.5% higher.

Can I get a jumbo loan as self-employed?

Yes. Bank statement jumbo programs use 12 or 24 months of personal or business bank deposits as income. Asset-based jumbo qualifies you on liquid assets. Both allow self-employed borrowers to qualify without tax returns.

What credit score do I need for a jumbo loan?

Most jumbo programs require 700 minimum. Non-QM jumbo programs go down to 660. Best pricing at 740+. Your loan officer can pre-qualify you across multiple jumbo investors to find the best fit.

Can I use a jumbo loan for an investment property?

Yes. Jumbo investment property loans are available for single-family, 2-4 unit, and condo properties. Both full-doc and DSCR (rental income only) programs are offered. Down payment requirements are typically 20-25%.

Related Programs & Tools

FHA Loans โ†’ VA Loans โ†’ Non-QM Loans โ†’ Refinance โ†’ Renovation Loans โ†’ DPA Finder โ†’ Calculators โ†’ First-Time Buyer โ†’

Let's talk through your jumbo loans scenario.

Schedule a free discovery call with Ken Clark Jr. and get a clear plan for your jumbo loans financing.

Schedule a Discovery Call