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Plain English

What kind of loan do I actually need?

Nobody teaches you this stuff in school. Here's a straight breakdown of the six loan types Gerald works with — written for real people, not mortgage professionals.

Before We Dive In

Three things to know before you apply.

🤔

So what even is a loan type?

When you buy a home, you borrow money from a lender. But not all mortgage loans are the same — they have different rules about who qualifies, how much you need to put down, and what the lender can charge you. Your loan type determines all of that.

💡

Does it really matter which one I pick?

Yes — a lot. The wrong loan type can cost you thousands of dollars in unnecessary fees, require a bigger down payment than you need, or get you denied when you actually qualified. Gerald reviews your specific situation to match you to the right one.

How do I know which one is right for me?

It depends on your credit score, how much you have saved, whether you served in the military, how much the home costs, and whether you plan to live in it. Read through each type below and see which sounds most like your situation.

Most Common

Conventional Loan 🏠

"The standard mortgage most homebuyers use."

In plain English:

A conventional loan is just a regular mortgage that isn't backed by the government. It's the most common type of home loan in the country. If you've got decent credit and some money saved for a down payment, this is probably what you'll use.

Think of it like renting a car with your own insurance vs. buying the rental company's insurance. The loan is between you and the lender directly — no government guarantee involved.

Who is this for?

You're a good fit for a conventional loan if you have a credit score of 620 or higher, have 3–20% saved for a down payment, and have a steady income that's easy to document (like a regular job with pay stubs). It works for first-time buyers and repeat buyers alike.

The big advantages:

  • No upfront mortgage insurance fee — unlike FHA loans, you don't pay an extra fee at closing just to insure the loan.
  • PMI goes away — if you put less than 20% down, you'll pay private mortgage insurance (PMI) monthly, but once you've built 20% equity in your home, it automatically cancels. With FHA, you're often stuck paying it forever.
  • More flexibility — you can use it on a wider variety of property types, including vacation homes and investment properties.

The catch:

If your credit score is below 620, or you have a complicated income (self-employed, 1099, multiple jobs), the approval process can be harder. Lenders look at every detail of your finances closely.

💬 Gerald's take: "Most of my purchase clients end up in conventional loans. The key is making sure your income is calculated correctly from the start — that's where a lot of people run into problems with other lenders."
Minimum Credit Score
620
Minimum Down Payment
3%
of the purchase price
Mortgage Insurance
Cancels at 20% equity
Best For
Buyers with good credit & stable income
Ask About Conventional Loans →
Great for First-Timers

FHA Loan 🔑

"The government's way of helping more people buy homes."

In plain English:

FHA stands for Federal Housing Administration. It's a government agency that insures mortgages — meaning if you stop paying, the government covers the lender's loss. Because lenders have that protection, they're willing to approve people with lower credit scores and smaller down payments.

It's not a loan from the government — you still borrow from a regular bank or lender. The FHA just acts like a co-signer in the background. But that "co-signer" doesn't come free — you pay for it through what's called a Mortgage Insurance Premium, or MIP.

Who is this for?

FHA is a great fit if your credit score is between 500–619, you only have 3.5% to put down, or you've had some bumps in your financial history (late payments, a past bankruptcy, etc.). It's especially popular with first-time buyers who haven't had time to build up a large savings account.

The big advantages:

  • Lower credit score accepted — you can qualify with a score as low as 580 (or even 500 with 10% down). Conventional loans start at 620.
  • Only 3.5% down — on a $350,000 home, that's about $12,250 instead of the $70,000 you'd need for 20% down.
  • More lenient on past credit issues — if you had a bankruptcy or foreclosure in the past, FHA has shorter waiting periods before you can qualify again.

The catch:

You pay mortgage insurance for the entire life of the loan — there's no automatic cancellation like with conventional loans. On a 30-year FHA loan, you're paying that extra monthly fee for 30 years unless you refinance into a conventional loan later. Over time, that adds up to tens of thousands of dollars.

💬 Gerald's take: "FHA gets a bad reputation, but for the right buyer it's genuinely the best tool available. The mistake people make is staying in an FHA loan longer than they need to. Once your equity and credit score are strong enough, we look at converting to conventional."
Minimum Credit Score
580
500 with 10% down
Minimum Down Payment
3.5%
with 580+ credit score
Mortgage Insurance
Lasts the life of the loan
Best For
Lower credit scores & first-time buyers
Ask About FHA Loans →
Best Benefit in Mortgages

VA Loan 🎖️

"Earned through service. One of the best mortgage deals available anywhere."

In plain English:

A VA loan is a mortgage benefit available to veterans, active-duty service members, and surviving spouses. The Department of Veterans Affairs guarantees a portion of the loan, which means lenders can offer significantly better terms than any other loan type.

If you served and you're buying a home, the first question is always: have you used your VA benefit? For many veterans, VA is so much better than the alternatives that it's almost always the right choice.

Who is this for?

You're eligible if you're an active-duty service member, a veteran who served the required length of service, or the surviving spouse of a veteran. You'll need a Certificate of Eligibility (COE) — Gerald can help you get one as part of the loan process.

The big advantages:

  • Zero down payment required — you can buy a home without putting any money down. This is extremely rare in the mortgage world.
  • No private mortgage insurance (PMI) — ever. Unlike conventional and FHA loans, VA loans have no monthly mortgage insurance charge.
  • Lower interest rates — because of the VA guarantee, lenders can offer rates that are typically 0.25–0.50% lower than conventional loans. On a $400,000 loan, that's hundreds of dollars a month.
  • Easier to qualify — VA has more flexible credit and income requirements than conventional loans.

The catch:

There's a one-time VA funding fee at closing — typically between 1.25% and 3.3% of the loan amount, depending on your down payment and whether it's your first time using the benefit. However, veterans with a service-connected disability are exempt from this fee. The fee can also be rolled into the loan so you don't pay it out of pocket.

💬 Gerald's take: "If you've served, the VA loan is one of the most powerful financial benefits available to you. I've seen veterans use it to buy a home with literally $0 out of pocket. If you're not sure if you're eligible, let's find out — it takes five minutes."
Minimum Credit Score
No official minimum
Most lenders look for 580–620+
Down Payment
$0
Zero down payment required
Mortgage Insurance
None. Ever.
Best For
Veterans, active-duty military & surviving spouses
Ask About VA Loans →
High-Value Homes

Jumbo Loan 🏙️

"For homes that cost more than what regular loans cover."

In plain English:

There's a limit to how much you can borrow with a regular (conforming) mortgage. In most of the country, that limit is $806,500 in 2026. If you need to borrow more than that, you need a jumbo loan.

The name says it all — it's just a bigger loan. But bigger loans mean lenders are taking on more risk, so they have stricter rules about who qualifies. Think of it like the difference between borrowing $5,000 from a friend versus asking them for $100,000 — they're going to want a lot more assurance before they say yes.

Who is this for?

Jumbo loans are for buyers purchasing higher-priced homes — typically in more expensive markets like parts of New Jersey. If the home you're looking at costs more than roughly $1 million, or you're borrowing more than $806,500, you're likely in jumbo territory.

The big advantages:

  • Lets you buy high-value homes — without a jumbo loan, you'd be limited in which properties you could purchase in expensive markets.
  • Competitive rates — jumbo rates used to be much higher than conventional rates, but today they're often very similar.
  • Flexible terms — 30-year, 15-year, and adjustable-rate options are all available.

The catch:

The bar is higher to qualify. Lenders typically want to see a credit score of 700 or above, a down payment of at least 10–20%, 12+ months of cash reserves in the bank after closing, and your income to be very clearly documented. If you're self-employed, jumbo loans can be especially tricky — but not impossible with the right preparation.

💬 Gerald's take: "Jumbo underwriting is more hands-on than conventional. I spend more time upfront reviewing the file to make sure everything is in order before we even submit. The last thing you want is to be under contract on a $1.2M home and hit a surprise at underwriting."
Minimum Credit Score
700+
Some lenders require 720+
Minimum Down Payment
10–20%
Varies by lender
Loan Amount
Above $806,500
Best For
High-value home purchases in expensive markets
Ask About Jumbo Loans →
Real Estate Investors

Investment Property Loan 📈

"Financing for homes you're buying to rent out or flip — not to live in."

In plain English:

When you buy a home you're going to live in, lenders see that as lower risk — people work very hard to keep a roof over their own heads. But when you're buying a property as an investment (to rent out, flip, or hold), lenders know you might walk away from it if things get tough. That means stricter rules and higher rates.

Investment property loans exist specifically for this situation — buying real estate as a business move, not as your primary home.

Who is this for?

Anyone buying a property they don't plan to live in as their main residence. This includes buying a rental property, a duplex or multi-family building (if you won't be living there), a short-term rental (like an Airbnb), or a fix-and-flip property.

The big advantages:

  • Build wealth through real estate — rental income can cover your mortgage while the property appreciates in value over time.
  • Use rental income to qualify — in many cases, the expected rental income from the property can count toward your qualifying income, making it easier to get approved.
  • Portfolio growth — once you own one investment property, it becomes easier to leverage that equity to buy the next one.

The catch:

Investment property loans come with higher rates (typically 0.5–0.75% above a primary residence rate) and stricter requirements — usually 15–25% down, a strong credit score, and reserves in the bank. If you're self-employed or have complex income, this is where a thorough file review is especially important before you make an offer.

💬 Gerald's take: "Real estate investors are some of my favorite clients to work with because they understand numbers. But the most common mistake I see is not reviewing the full financial picture before making an offer. We look at the projected rent, your existing debt, reserves — everything. You want to know your numbers before you're locked into a contract."
Minimum Credit Score
680+
Some lenders prefer 700+
Minimum Down Payment
15–25%
Varies by property type
Rate Vs. Primary Home
+0.5–0.75%
Higher due to increased risk
Best For
Landlords, flippers, and real estate investors
Ask About Investment Loans →
For Investors, By the Property

DSCR Loan 📊

"Qualify on what the property earns — not on your personal income."

In plain English:

DSCR stands for Debt Service Coverage Ratio. Instead of looking at your personal income, pay stubs, and tax returns, the lender looks at whether the property's rental income covers its own mortgage payment. If the rent covers the debt, you qualify — regardless of what you report on your taxes.

Think of it like the property applying for the loan instead of you. As long as it can "pay its own bills" through rental income, the lender is satisfied.

Who is this for?

DSCR loans are built for real estate investors — especially self-employed investors, those who own multiple properties, or anyone whose tax returns don't reflect their true buying power because of write-offs and deductions. It's also popular with investors who are scaling a rental portfolio and don't want each purchase held up by income documentation.

The big advantages:

  • No personal income verification — no tax returns, no W-2s, no pay stub review. Qualification is based on the property's rental income.
  • Faster closings — with less paperwork to underwrite, DSCR loans often close faster than a traditional investment property loan.
  • Scale your portfolio — because approval isn't tied to your personal debt-to-income ratio, DSCR loans make it easier to finance multiple properties.

The catch:

Rates are typically higher than conventional or investment property loans, and down payment requirements are steeper — usually 20–25%. If the property's projected rent doesn't cover the mortgage payment (a DSCR ratio below 1.0), some lenders will still approve the loan but at a higher rate or larger down payment.

💬 Gerald's take: "DSCR loans are a game-changer for investors whose tax returns don't tell the full story. I've helped self-employed landlords scale a rental portfolio in a fraction of the time it would've taken with traditional income documentation."
Minimum Credit Score
640+
Varies by lender and DSCR ratio
Minimum Down Payment
20–25%
Qualification Basis
Property rental income
Not personal income
Best For
Investors scaling a rental portfolio
Ask About DSCR Loans →
Side by Side

Quick comparison at a glance.

Loan Type Min. Credit Min. Down Mortgage Insurance Who It's For
Conventional 620 3% Cancels at 20% equity Most buyers with good credit
FHA 580 (or 500 w/10% down) 3.5% Lasts the life of the loan Lower credit scores, first-timers
VA 🎖️ No official minimum $0 None — ever Veterans & active military
Jumbo 700+ 10–20% Varies by lender Borrowing above $806,500
Investment Property 680+ 15–25% Varies Rental & investment buyers
DSCR 📊 640+ 20–25% N/A Investors qualifying on rental income
Still Not Sure?

You don't have to figure this out alone.

Tell Gerald your situation in 15 minutes and he'll tell you exactly which loan type fits, what you'd qualify for, and what your next step should be. No cost, no obligation.

Schedule a Free Review → See All Purchase Loan Services