Guidelines

Insignia V Matrix — FundLoans

Full Documentation Jumbo Program

Effective Date: Not specified | Version not specified


Insignia V Primary Purchase

Maximum LTV/CLTV by Loan Amount and Credit Score

Loan Amount Max Loan Amount Max LTV Min Score Reserve (months) Max DTI Max C/O Property Types Allowed
$647,200 $1,000,000 89.99% 720 18 40 na SFD, SFA, PUD, Coop
$647,200 $1,000,000 85.00% 720 18 40 na SFD, SFA, PUD, Coop, Condo
$647,200 $1,000,000 80.00% 700 12 43 na SFD, SFA, PUD, Coop, Condo
$1,000,000 $1,500,000 89.99% 740 24 40 na SFD, SFA, PUD, Coop
$1,000,000 $1,500,000 85.00% 740 24 40 na SFD, SFA, PUD, Coop, Condo
$1,000,000 $1,500,000 80.00% 700 15 43 na SFD, SFA, PUD, Coop, Condo
$1,500,000 $2,000,000 80.00% 700 15 43 na SFD, SFA, PUD, Coop, Condo, 2 unit
$2,000,000 $2,500,000 75.00% 740 30 43 na SFD, SFA, PUD, Coop, Condo, 2 unit
$2,000,000 $2,500,000 70.00% 720 30 43 na SFD, SFA, PUD, Coop, Condo, 2 unit
$2,500,000 $3,000,000 75.00% 780 30 43 na SFD, SFA, PUD, Coop, Condo, 2 unit
$2,500,000 $3,000,000 70.00% 740 30 43 na SFD, SFA, PUD, Coop, Condo, 2 unit
$647,200 $1,000,000 75.00% 700 12 43 na 2 unit, 3 unit, 4 unit
$1,000,000 $1,500,000 75.00% 700 15 43 na 2 unit, 3 unit, 4 unit
$1,500,000 $2,000,000 75.00% 700 15 43 na 2 unit, 3 unit, 4 unit

Loan Products Available

  • 30F: ✓ (all programs)
  • 15F: ✗ (not available)
  • 5/6 ARM: ✓ (80% LTV and below)
  • 7/6 ARM: ✓ (80% LTV and below)
  • 10/6 ARM: ✓ (80% LTV and below)
  • Declining Market: ✓ (all programs)

Insignia V Primary Rate/Term

Maximum LTV/CLTV by Loan Amount and Credit Score

Loan Amount Max Loan Amount Max LTV Min Score Reserve (months) Max DTI Max C/O Property Types Allowed
$647,200 $1,000,000 80.00% 700 12 43 na SFD, SFA, PUD, Coop, Condo
$1,000,000 $1,500,000 80.00% 700 15 43 na SFD, SFA, PUD, Coop, Condo
$1,500,000 $2,000,000 80.00% 700 15 43 na SFD, SFA, PUD, Coop, Condo, 2 unit
$2,000,000 $2,500,000 75.00% 740 30 43 na SFD, SFA, PUD, Coop, Condo, 2 unit
$2,000,000 $2,500,000 70.00% 720 30 43 na SFD, SFA, PUD, Coop, Condo, 2 unit
$2,500,000 $3,000,000 75.00% 780 30 43 na SFD, SFA, PUD, Coop, Condo, 2 unit
$2,500,000 $3,000,000 70.00% 740 30 43 na SFD, SFA, PUD, Coop, Condo, 2 unit
$647,200 $1,000,000 75.00% 700 12 43 na 2 unit, 3 unit, 4 unit
$1,000,000 $1,500,000 75.00% 700 15 43 na 2 unit, 3 unit, 4 unit
$1,500,000 $2,000,000 75.00% 700 15 43 na 2 unit, 3 unit, 4 unit

Loan Products Available

  • 30F: ✓ (all programs)
  • 15F: ✗ (not available)
  • 5/6 ARM: ✓ (all programs)
  • 7/6 ARM: ✓ (all programs)
  • 10/6 ARM: ✓ (all programs)
  • Declining Market: ✓ (all programs)

Insignia V Primary Cash-Out

Maximum LTV/CLTV by Loan Amount and Credit Score

Loan Amount Max Loan Amount Max LTV Min Score Reserve (months) Max DTI Max C/O Property Types Allowed
$647,200 $1,000,000 80.00% 720 12 38 $500,000 SFD, SFA, PUD, Coop, Condo
$647,200 $1,000,000 75.00% 700 12 38 $500,000 SFD, SFA, PUD, Coop, Condo
$1,000,000 $1,500,000 80.00% 740 15 38 $500,000 SFD, SFA, PUD, Coop, Condo
$1,000,000 $1,500,000 75.00% 720 15 38 $500,000 SFD, SFA, PUD, Coop, Condo
$1,500,000 $2,000,000 75.00% 760 15 38 $500,000 SFD, SFA, PUD, Coop, Condo, 2 unit
$1,500,000 $2,000,000 70.00% 740 15 38 $500,000 SFD, SFA, PUD, Coop, Condo, 2 unit
$2,000,000 $2,500,000 70.00% 760 30 38 $500,000 SFD, SFA, PUD, Coop, Condo, 2 unit
$2,000,000 $2,500,000 65.00% 740 30 38 $500,000 SFD, SFA, PUD, Coop, Condo, 2 unit

Loan Products Available

  • 30F: ✓ (all programs)
  • 15F: ✗ (not available)
  • 5/6 ARM: ✓ (all programs)
  • 7/6 ARM: ✓ (all programs)
  • 10/6 ARM: ✓ (all programs)
  • Declining Market: ✓ (all programs)

Insignia V Second Purchase

Maximum LTV/CLTV by Loan Amount and Credit Score

Loan Amount Max Loan Amount Max LTV Min Score Reserve (months) Max DTI Max C/O Property Types Allowed
$647,200 $1,000,000 80.00% 720 12 43 na SFD, SFA, PUD, Coop, Condo
$1,000,000 $1,500,000 80.00% 740 18 43 na SFD, SFA, PUD, Coop, Condo
$1,000,000 $1,500,000 75.00% 720 18 43 na SFD, SFA, PUD, Coop, Condo
$1,500,000 $2,000,000 75.00% 720 18 43 na SFD, SFA, PUD, Coop, Condo, 2 unit
$2,000,000 $2,500,000 75.00% 760 30 43 na SFD, SFA, PUD, Coop, Condo, 2 unit
$2,000,000 $2,500,000 70.00% 720 30 43 na SFD, SFA, PUD, Coop, Condo, 2 unit

Loan Products Available

  • 30F: ✓ (all programs)
  • 15F: ✗ (not available)
  • 5/6 ARM: ✓ (all programs)
  • 7/6 ARM: ✓ (all programs)
  • 10/6 ARM: ✓ (all programs)
  • Declining Market: ✓ (all programs)

Insignia V Second Rate/Term

Maximum LTV/CLTV by Loan Amount and Credit Score

Loan Amount Max Loan Amount Max LTV Min Score Reserve (months) Max DTI Max C/O Property Types Allowed
$647,200 $1,000,000 80.00% 720 12 43 na SFD, SFA, PUD, Coop, Condo
$1,000,000 $1,500,000 80.00% 740 18 43 na SFD, SFA, PUD, Coop, Condo
$1,000,000 $1,500,000 75.00% 720 18 43 na SFD, SFA, PUD, Coop, Condo
$1,500,000 $2,000,000 75.00% 720 18 43 na SFD, SFA, PUD, Coop, Condo, 2 unit
$2,000,000 $2,500,000 75.00% 760 30 43 na SFD, SFA, PUD, Coop, Condo, 2 unit
$2,000,000 $2,500,000 70.00% 720 30 43 na SFD, SFA, PUD, Coop, Condo, 2 unit

Loan Products Available

  • 30F: ✓ (all programs)
  • 15F: ✗ (not available)
  • 5/6 ARM: ✓ (all programs)
  • 7/6 ARM: ✓ (all programs)
  • 10/6 ARM: ✓ (all programs)
  • Declining Market: ✓ (all programs)

Insignia V Second Cash-Out

Maximum LTV/CLTV by Loan Amount and Credit Score

Loan Amount Max Loan Amount Max LTV Min Score Reserve (months) Max DTI Max C/O Property Types Allowed
$647,200 $1,000,000 70.00% 740 12 38 $350,000 SFD, SFA, PUD, Coop, Condo
$647,200 $1,000,000 65.00% 720 12 38 $350,000 SFD, SFA, PUD, Coop, Condo
$1,000,000 $1,500,000 70.00% 760 18 38 $350,000 SFD, SFA, PUD, Coop, Condo
$1,000,000 $1,500,000 65.00% 740 18 38 $350,000 SFD, SFA, PUD, Coop, Condo
$1,500,000 $2,000,000 70.00% 760 18 38 $350,000 SFD, SFA, PUD, Coop, Condo, 2 unit
$1,500,000 $2,000,000 65.00% 740 18 38 $350,000 SFD, SFA, PUD, Coop, Condo, 2 unit
$2,000,000 $2,500,000 65.00% 780 30 38 $350,000 SFD, SFA, PUD, Coop, Condo, 2 unit
$2,000,000 $2,500,000 60.00% 760 30 38 $350,000 SFD, SFA, PUD, Coop, Condo, 2 unit

Loan Products Available

  • 30F: ✓ (all programs)
  • 15F: ✗ (not available)
  • 5/6 ARM: ✓ (all programs)
  • 7/6 ARM: ✓ (all programs)
  • 10/6 ARM: ✓ (all programs)
  • Declining Market: ✓ (all programs)

Insignia V Investment Purchase

Maximum LTV/CLTV by Loan Amount and Credit Score

Loan Amount Max Loan Amount Max LTV Min Score Reserve (months) Max DTI Max C/O Property Types Allowed
$647,200 $1,000,000 70.00% 720 18 43 na SFD, SFA, PUD, Condo
$1,000,000 $1,500,000 70.00% 740 18 43 na SFD, SFA, PUD, Condo
$1,500,000 $2,000,000 70.00% 760 18 43 na SFD, SFA, PUD, Condo
$1,500,000 $2,000,000 60.00% 740 18 43 na SFD, SFA, PUD, Condo
$647,200 $1,000,000 65.00% 720 18 43 na 2 unit, 3 unit, 4 unit
$1,000,000 $1,500,000 65.00% 740 18 43 na 2 unit, 3 unit, 4 unit
$1,500,000 $2,000,000 65.00% 760 18 43 na 2 unit, 3 unit, 4 unit
$1,500,000 $2,000,000 55.00% 740 18 43 na 2 unit, 3 unit, 4 unit

Loan Products Available

  • 30F: ✓ (all programs)
  • 15F: ✗ (not available)
  • 5/6 ARM: ✓ (all programs)
  • 7/6 ARM: ✓ (all programs)
  • 10/6 ARM: ✓ (all programs)
  • Declining Market: ✓ (all programs)

Insignia V Investment Rate/Term

Maximum LTV/CLTV by Loan Amount and Credit Score

Loan Amount Max Loan Amount Max LTV Min Score Reserve (months) Max DTI Max C/O Property Types Allowed
$647,200 $1,000,000 70.00% 720 18 43 na SFD, SFA, PUD, Condo
$1,000,000 $1,500,000 70.00% 740 18 43 na SFD, SFA, PUD, Condo
$1,500,000 $2,000,000 70.00% 760 18 43 na SFD, SFA, PUD, Condo
$1,500,000 $2,000,000 60.00% 740 18 43 na SFD, SFA, PUD, Condo
$647,200 $1,000,000 65.00% 720 18 43 na 2 unit, 3 unit, 4 unit
$1,000,000 $1,500,000 65.00% 740 18 43 na 2 unit, 3 unit, 4 unit
$1,500,000 $2,000,000 65.00% 760 18 43 na 2 unit, 3 unit, 4 unit
$1,500,000 $2,000,000 55.00% 740 18 43 na 2 unit, 3 unit, 4 unit

Loan Products Available

  • 30F: ✓ (all programs)
  • 15F: ✗ (not available)
  • 5/6 ARM: ✓ (all programs)
  • 7/6 ARM: ✓ (all programs)
  • 10/6 ARM: ✓ (all programs)
  • Declining Market: ✓ (all programs)

Insignia V Primary Purchase FTHB (First Time Home Buyer)

Maximum LTV/CLTV by Loan Amount and Credit Score

Loan Amount Max Loan Amount Max LTV Min Score Reserve (months) Max DTI Max C/O Property Types Allowed
$647,200 $1,000,000 80.00% 700 18 43 na SFD, SFA, PUD, Coop, Condo
$1,000,000 $1,500,000 80.00% 700 18 43 na SFD, SFA, PUD, Coop, Condo
$647,200 $1,000,000 75.00% 700 18 43 na 2 unit, 3 unit, 4 unit
$1,000,000 $1,500,000 75.00% 700 18 43 na 2 unit, 3 unit, 4 unit

Loan Products Available

  • 30F: ✓ (all programs)
  • 15F: ✗ (not available)
  • 5/6 ARM: ✓ (all programs)
  • 7/6 ARM: ✓ (all programs)
  • 10/6 ARM: ✓ (all programs)
  • Declining Market: ✓ (all programs)