Buyer Resources

Mortgage & Financing Options

Understanding your financing options before you search is one of the most important steps in the homebuying process. Here's a plain-language overview of the most common loan types — and what each is best for.

Not sure which loan fits your situation? Elena can connect you with trusted local lenders who specialize in each type.

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Conventional Loan

Most Common

The standard mortgage for buyers with solid credit and verifiable W-2 income.

  • Down payment as low as 3%, though 20% eliminates Private Mortgage Insurance (PMI)
  • Loan amounts up to the conforming limit (updated annually by FHFA — check with your lender for current figures)
  • Credit score: 680+ for competitive rates; 740+ for the most favorable rates
  • Fixed (15 or 30-year) and adjustable-rate (ARM) options available
  • PMI is cancelable once you reach 20% equity — unlike FHA mortgage insurance
Commonly used by: Buyers with 20%+ down payment, stable employment, and strong credit.
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FHA Loan

Low Down Payment

Backed by the Federal Housing Administration — designed for buyers with limited down payment or lower credit scores.

  • Down payment as low as 3.5% with a 580+ credit score
  • 10% down required if credit score is 500–579
  • Mortgage Insurance Premium (MIP) required for the life of the loan if <10% down
  • Loan limits vary by county and are updated annually — check with your lender for current limits in Sarasota/Manatee
  • Property must meet FHA condition standards — some sellers resist FHA offers
Commonly used by: First-time buyers or those with limited savings or credit scores below 700.
🎖️

VA Loan

Veterans & Military

Guaranteed by the Department of Veterans Affairs — one of the most powerful loan products available to those who qualify.

  • Zero down payment required — no PMI
  • Competitive interest rates, often lower than conventional
  • Available to eligible veterans, active duty, National Guard, reservists, and surviving spouses
  • One-time VA Funding Fee (can be financed into the loan)
  • No loan limit for eligible borrowers with full entitlement
Commonly used by: Veterans and active-duty military who qualify — widely considered one of the most advantageous loan programs available.
📊

Bank Statement Loan

Self-Employed

For self-employed buyers whose tax returns show lower income due to business deductions — lender qualifies based on actual cash flow, not taxable income.

  • 12–24 months of personal or business bank statements used to calculate income
  • No tax returns, no W-2s, no pay stubs required
  • Down payment typically 10–20%
  • Rates slightly higher than conventional — tradeoff for flexible income documentation
  • Available for primary residences, second homes, and investment properties
Commonly used by: Business owners, freelancers, contractors, and self-employed buyers who show significant write-offs.
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DSCR Loan (Investor)

Real Estate Investors

Debt Service Coverage Ratio loans qualify based on the investment property's rental income — not the borrower's personal income.

  • No personal income verification, no tax returns, no employment documentation
  • Qualification is based on whether rent covers the mortgage payment (DSCR ≥ 1.0–1.25)
  • Typically 20–25% down payment required
  • Works for long-term rentals, short-term rentals (Airbnb/VRBO), and mixed-use
  • Can be used to build a rental portfolio without income limits holding you back
Commonly used by: Investors purchasing rental properties who want to qualify on the property's cash flow.
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Jumbo Loan

Luxury Homes

For loan amounts above the conforming limit — required for many mid-range to luxury purchases in Southwest Florida.

  • Kicks in above the current conforming limit (updated annually by FHFA)
  • Typically requires 10–20%+ down payment and strong cash reserves
  • Minimum credit score usually 720–740+
  • Rates are often competitive — sometimes lower than conventional on large balances
  • Stricter debt-to-income requirements; lender may require significant reserves
Commonly used by: Buyers of homes priced above ~$950K or needing loan amounts above the conforming limit.
🌉

Bridge Loan

Buying Before Selling

Short-term financing to buy your next home before your current one sells — lets you make a clean, non-contingent offer.

  • Typically 6–12 month term; paid off when current home sells
  • Secured against your existing home's equity
  • Higher interest rate than long-term loans — designed for speed, not permanence
  • Eliminates the need for a home sale contingency in your offer
  • Availability and terms vary significantly by lender
Commonly used by: Buyers who need to act quickly and can't wait for their current home to sell first.
🌿

USDA Loan

Rural & Suburban

Backed by the U.S. Department of Agriculture — zero down payment for eligible properties in qualifying areas.

  • Zero down payment required
  • Income limits apply (based on household size and county median income)
  • Property must be in a USDA-eligible area — parts of Sarasota/Manatee counties qualify
  • Upfront and annual guarantee fees replace PMI (generally lower than FHA MIP)
  • Primary residence only; must meet property condition requirements
Commonly used by: Buyers looking at properties outside urban cores who meet income requirements — worth checking.

Hard Money / Asset-Based

Investors · Fast Close

Short-term, asset-based financing for investors who need to close fast or don't qualify for traditional loans.

  • Qualification based on the property's value, not borrower income or credit
  • Closing in days, not weeks — critical for time-sensitive deals
  • High interest rates (8–15%+) and origination fees
  • Short loan terms (6–24 months) — requires a clear exit strategy (sell or refinance)
  • Common in fix-and-flip, distressed property, or non-warrantable condo purchases
Commonly used by: Experienced investors who need speed or are buying properties that don't qualify for conventional financing.

Loan terms, limits, and eligibility requirements change frequently. The information above is for general educational purposes only and is not a lending commitment or guarantee of financing. Always consult directly with a licensed lender for current rates and qualification criteria.

Elena's Lender Network

Get Connected with the Right Lender

Elena works with a network of trusted local lenders covering every loan type above — conventional, FHA, bank statement, DSCR investor loans, jumbo, VA, and more.

A lender introduction from Elena carries weight. Listing agents know that her buyers are pre-approved with vetted professionals — not rate-shopping online at the last minute. In a competitive market, that matters.

Tell Elena your situation — income type, down payment, property goal — and she'll point you in the right direction. No obligation, no pressure.

Talk to Elena

She'll match you with the right lender for your situation.