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Atlas — Loan Programmes
Loan programmes

Whatever your situation, there is a loan for you.

Six routes to the same front door. Most lenders will steer you toward whichever one moves fastest through their system. We would rather show you all of them, tell you honestly what each one costs, and let you pick the one that fits the life you are actually living.

01
VA loans

The benefit you earned, used in full.

For eligible veterans, active-duty service members, National Guard, Reservists and surviving spouses. No down payment, no mortgage insurance at any down payment, and lender fees capped by the VA. Four decades of dedicated VA lending sits behind every one of these files.

The benefit does not expire and it can be used more than once — entitlement is restored when a previous VA loan is paid off, and in some situations two can run at the same time.

The honest trade-off. The funding fee is real money — typically 1.25% to 3.3% of the loan depending on down payment and whether it is your first use. It can be rolled into the loan, which makes it easy to overlook, and veterans with a service-connected disability are exempt entirely. A VA loan is also for a home you will live in; it is not an investment-property product.

Who it suits
  • Veterans and active-duty service members
  • Guard and Reserve with qualifying service
  • Unmarried surviving spouses
  • Buyers with little or no down payment saved
What it requires
  • A Certificate of Eligibility — usually minutes to pull
  • Flexible credit, typically 580 and above
  • The home must meet VA minimum property requirements
  • Occupancy — it must be your primary residence
02
Conventional

The default route, and often the right one.

Not government-backed, and the most widely available loan there is. Down payments run from around 3% up to 20% and beyond, and the terms are the most standardised of anything on this page — which makes comparing lenders genuinely straightforward.

If you have steady income, reasonable credit and either 20% saved or a clear path to it, this is usually the cheapest place to end up.

The honest trade-off. Put down less than 20% and you pay private mortgage insurance. The important difference from FHA is that PMI falls away once you reach 20% equity — so it is a temporary cost rather than a permanent one. Credit standards are also tighter here than on VA or FHA, so a thin file can price poorly or not qualify at all.

Who it suits
  • Buyers with steady, documentable income
  • Anyone with 20% down, or close to it
  • Move-up buyers carrying equity from a sale
  • Second homes, which VA and FHA do not cover
What it requires
  • Credit typically 620 and above
  • Around 3% down at minimum, 20% to avoid PMI
  • Debt-to-income usually 43% or lower
  • Two years of verifiable income history
03
FHA

A low down payment while credit is still rebuilding.

Insured by the Federal Housing Administration, and built for buyers that conventional underwriting turns away. Three and a half percent down at a 580 credit score, with more forgiveness on past credit events than any conventional lender will offer.

For a lot of first-time buyers this is the loan that makes the difference between buying this year and waiting another three.

The honest trade-off — and it is a significant one. FHA charges 1.75% upfront mortgage insurance plus an annual premium, and on most modern FHA loans that annual MIP lasts the life of the loan. Unlike conventional PMI it does not fall away when you reach 20% equity. The only way out is refinancing into a different loan entirely, which means paying closing costs a second time and accepting whatever rate exists on that day. FHA can still be the right answer — but go in knowing the insurance is permanent, not temporary.

Who it suits
  • Buyers with recovering or limited credit
  • First-time buyers with a small deposit
  • Files with a credit event that has a story behind it
  • Higher debt-to-income than conventional allows
What it requires
  • 3.5% down at a 580 credit score
  • 1.75% upfront MIP, plus annual MIP
  • The property must meet FHA standards
  • Occupancy — primary residence only
04
Jumbo & luxury

Above the conforming limit, into hand-underwritten territory.

A jumbo loan is simply one larger than the conforming limit for your county — a figure set annually and different in a high-cost market than a modest one. Cross it and you leave the standardised world behind. These files are underwritten by people rather than run through a model.

Dwayne has spent twenty years structuring luxury and move-up purchases across Houston, and this is where that experience earns its keep.

The honest trade-off. There is no single jumbo rulebook. Down payment, credit floor, reserve requirements and pricing are set by each lender individually, which means two quotes on the same file can look nothing alike. Documentation is heavier, reserves are typically required on top of the down payment, and the process takes more of your attention. The upside of that is real flexibility — but only if someone shops it properly on your behalf.

Who it suits
  • Buyers above the county conforming limit
  • Move-up buyers in high-cost markets
  • Strong files with complex income
  • Purchases needing a structured, bespoke approach
What it requires
  • A larger down payment than a conforming loan
  • Stronger credit, with the floor set by the lender
  • Cash reserves held after closing
  • Fuller documentation of income and assets
05
Investment & DSCR

Qualified on the property, not your payslip.

A DSCR loan asks a single question: does the rent cover the payment? Divide the property's rental income by the full monthly payment and you have the ratio. At 1.00 the rent exactly covers it; most competitive lenders want 1.25 or better.

Because the property qualifies rather than the person, this is often the cleanest route for self-employed buyers whose tax returns understate what they actually earn.

The honest trade-off. You pay for the convenience. Investment property is priced above owner-occupied lending, the down payment is larger, and reserves are expected. And the maths that qualifies the loan assumes the property stays rented — a vacancy, a bad tenant or a repair bill lands entirely on you, not the lender. Budget for the empty months before you buy, not after.

Who it suits
  • Buyers adding a rental to a portfolio
  • Self-employed borrowers with complex returns
  • Anyone qualifying on the asset rather than income
  • Investors scaling beyond a single property
What it requires
  • A DSCR the lender accepts — often 1.25 or better
  • A larger down payment than owner-occupied
  • Cash reserves held after closing
  • Evidence of market rent for the property
06
Refinance

Worth doing when the maths actually works.

Three reasons people refinance: to lower the rate, to remove mortgage insurance they no longer need, or to take equity out as cash. Each has a different break-even and a different answer.

If you already hold a VA loan, the IRRRL streamline exists specifically to lower your rate with far less paperwork than a full refinance. Cash-out is a separate product with its own equity and eligibility rules.

The honest trade-off. A refinance is a new loan with new closing costs, and it resets the amortisation clock — early payments go mostly to interest again. Divide the costs by the monthly saving and you have your break-even in months; sell or refinance again before you reach it and you have lost money on the exercise. Cash-out has a further catch: it converts equity you own into debt you owe, secured against your home.

Who it suits
  • Owners whose rate is meaningfully above today's
  • Conventional borrowers now past 20% equity
  • Existing VA borrowers eligible for an IRRRL
  • Owners consolidating debt against equity
What it requires
  • Enough equity for the programme you want
  • A break-even you will realistically stay past
  • Credit and income verified again, IRRRL aside
  • Closing costs, paid or rolled in
Side by side

All six, on one page.

A summary, not a quote. Every figure below is a general guide — your own numbers depend on the lender, the property, the county and your file.

Programme Down payment Mortgage insurance Credit floor Best for
VA None required None, ever — at any down payment Flexible, typically 580+ Eligible veterans, service members and surviving spouses
Conventional Around 3% to 20%+ PMI below 20% down — falls away at 20% equity Typically 620+ Steady income and reasonable credit; second homes
FHA 3.5% minimum 1.75% upfront, plus annual MIP that on most modern FHA loans lasts the life of the loan 580+ at 3.5% down Rebuilding credit, or a small deposit
Jumbo Larger than conforming — set by the lender Varies by lender and structure Higher than conventional; lender-set Purchases above the county conforming limit
Investment & DSCR Larger than owner-occupied Not typically applicable Set by the lender, alongside the DSCR Rentals qualified on the property's income
Refinance Equity rather than a deposit Depends on the programme refinanced into Varies; VA IRRRL is the lightest touch Lowering a rate, dropping PMI, or cash-out

This is not an offer of credit or a commitment to lend. All loans are subject to underwriting and credit approval. Conforming limits, funding fees and insurance premiums are set by the relevant agency and change over time.

Every route home

Six programmes. One of them is yours.

Tell us where you are and we will tell you which route fits — including, if it comes to it, the one that says wait six months and here is exactly why.

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