Above Conforming LimitsPrimary & Second HomeHigh-Income BorrowersInvestment Properties

Jumbo Mortgage Loans in Texas

Austin's appreciation and San Antonio's growth have pushed more buyers into jumbo territory. We structure jumbo loans that work for high-income borrowers at every stage.

In 2024, the conforming loan limit in most Texas counties is $766,550. Any loan above that threshold is a jumbo mortgage — and in Austin, where median home prices in established neighborhoods regularly exceed $800,000 and where tech-sector professionals are buying in the $900,000–$2 million range, jumbo financing is a daily reality. Jumbo loans require a stronger qualification profile: higher credit scores, significant reserves, lower debt-to-income ratios, and larger down payments. But for borrowers who meet these standards, jumbo rates can be genuinely competitive — sometimes within 0.25% of conforming rates. Rodolfo works with multiple jumbo investors and can structure jumbo loans for primary residences, second homes, and investment properties across Texas's premium markets.

Program Features

What Makes Jumbo Loans Work

Loan Amounts to $3 Million+
Our jumbo programs cover loan amounts from $766,551 up to $3 million or more depending on the investor. For ultra-high-value properties, we work with portfolio lenders who maintain the loan in-house.
Competitive Rates for Qualified Borrowers
Jumbo rates are not always dramatically higher than conforming. For borrowers with 760+ credit, 20%+ down, and strong reserves, jumbo rates can be within 0.125–0.375% of conventional — making them very cost-competitive.
No PMI at Lower Down Payments
Many jumbo programs allow 10% or 15% down without PMI, using a portfolio structure. This preserves liquidity for high-income borrowers who prefer to keep capital deployed.
Interest-Only Options
Some jumbo programs offer interest-only payment periods (typically 5–10 years), which can significantly reduce monthly cash outflow during high-earning career phases or investment build periods.
Self-Employed Jumbo
Jumbo bank statement programs exist for self-employed borrowers who exceed conforming limits but can't show qualifying income via tax returns. This is a growing segment for Austin's entrepreneurial tech community.
Primary, Second Home & Investment
Jumbo loans work across all property types. Investment property jumbos require more equity (25–35% down) and stronger reserves, but they are available for qualifying investors in Texas premium markets.

Best For

High-income buyers in Austin's tech corridor, San Antonio's luxury market, and established suburban communities where homes regularly exceed conforming loan limits. Also works for self-employed executives needing bank statement jumbo options.

Rate & Cost Overview

Jumbo rates vary by profile — strong borrowers (760+ credit, 20%+ down, 12 months reserves) may see rates within 0.125–0.375% of conforming. Weaker profiles or lower down payments increase the spread. Reserve and down payment requirements often surprise first-time jumbo borrowers.

Typical Timeline

30–45 days for jumbo loans. Complex income or high-value appraisal situations may extend to 45–60 days.

Eligibility Requirements

General guidelines — your specific situation may vary. Contact me for an exact assessment.

Minimum credit score of 680 (best programs at 740+)

Loan amount exceeding $766,550 for most Texas counties

Down payment of 10–20%+ depending on program and loan amount

Maximum DTI of 43–45% for most programs (lower is better for jumbo)

Reserves of 12–24 months PITI required for most programs

Full income documentation typically required (W-2, tax returns, and/or bank statements)

How the Process Works

From first conversation to keys in hand — here's what to expect.

1
Full Financial Profile Review
Jumbo underwriting is thorough. We review credit, income sources, asset accounts, and existing liabilities before issuing a pre-approval. For self-employed borrowers, we identify upfront whether full documentation or bank statement qualification makes more sense.
2
Reserve Verification
Reserves are the most commonly underestimated jumbo requirement. We verify liquid and semi-liquid assets — checking, savings, investment, and retirement accounts — and calculate your post-closing reserve position. We identify any sourcing documentation needs before underwriting asks.
3
Investor Program Selection
Jumbo programs vary significantly. Some favor primary residences with 10% down; others specialize in investment jumbos. We match your profile to the program with the best combination of rate, down payment requirement, and reserve standards.
4
Appraisal
Jumbo appraisals in luxury and high-value markets are complex — appraising a $1.2M Austin home requires comparable sales analysis at the high end, where comps may be limited. We work with experienced appraisers in these markets and communicate value concerns early.
5
Close
Jumbo closings involve more documentation review — underwriters verify assets and income thoroughly. We prepare your file comprehensively upfront to minimize conditions. Closing day itself is standard — just more pages.

Is This the Right Loan for You?

Advantages

  • Finances properties above conforming loan limits
  • Rates competitive for well-qualified borrowers
  • Interest-only options available for cash flow management
  • No PMI on some programs even at lower down payments
  • Bank statement jumbo options for self-employed borrowers
  • Works for primary, second home, and investment property

Considerations

  • Strict qualification standards — credit, income, and reserves all matter more than conforming
  • Significantly higher reserve requirements (12–24 months)
  • Fewer investor options means fewer programs to compare
  • Down payment requirements vary by loan amount — larger loans often require more down
  • Self-employed jumbo borrowers face additional documentation scrutiny

Jumbo Loans — Frequently Asked Questions

Real questions I get asked all the time — answered directly.

For most Texas counties in 2024, the conforming loan limit is $766,550 for a single-family home. Any loan amount above that is a jumbo. In Travis County (Austin), the conforming limit is the same standard limit — unlike some California or East Coast high-cost designations. So a $900,000 Austin home with 10% down ($810,000 loan) is clearly in jumbo territory. A $900,000 home with 20% down ($720,000 loan) remains conforming.

Yes — several jumbo programs allow 10–15% down without PMI through portfolio lending structures. These typically require 740+ credit, significant reserves, and income well above the qualifying threshold. For a $900,000 purchase, 10% down means a $810,000 jumbo loan — a program available for the right borrower. The trade-off is that interest rates at 10% down are typically 0.25–0.375% higher than the same loan at 20% down.

Reserves are liquid assets (not real estate equity or retirement accounts that can't be accessed penalty-free) that you hold after closing. Most jumbo programs require 12–24 months of PITI reserves. On a $900,000 loan with a $5,500/month PITI, that's $66,000–$132,000 that must remain in accessible accounts post-closing. This is separate from your down payment. High-income tech professionals in Austin who invest heavily in 401k or illiquid assets sometimes need to restructure their account mix before closing.

Yes, with specific documentation. Vested RSUs are treated as stock assets and count toward reserves at their current market value. Regular RSU vesting that has occurred for 2+ years can often be included as income, especially if documented through pay stubs and likely to continue. Stock options depend on their type and vesting status. We work through tech-sector compensation packages regularly — bring your compensation letter and equity grant schedule and we will model exactly what qualifies.

Yes, but the requirements are more demanding: 25–35% down, 720+ credit, extensive reserves across your portfolio, and full income documentation or DSCR verification. For high-performing Austin rental properties or Airbnb operations near downtown, a jumbo DSCR loan may be the right approach — qualifying on property income without personal income documentation. We evaluate which structure — full documentation or DSCR — produces the better outcome for your specific investment.

Tips to Strengthen Your Approval

Start reserve planning 6 months early — move funds into accessible accounts before applying

Run a credit audit: jumbo underwriters scrutinize credit depth, not just score

If you have RSUs or stock options, bring compensation documents to the first meeting

In competitive Austin markets, consider an appraisal contingency waiver with evidence of recent comps

Model interest-only vs. fully amortizing — for high earners who invest aggressively, interest-only preserves capital effectively

Rodolfo Toscano | NMLS #2248652 | The Big Mortgage | Licensed in Texas (TXSML) | Equal Housing Lender | This is not a commitment to lend. All loans are subject to credit approval and property qualification.

Ready for Your Jumbo Loans?

Free consultation. I'll tell you exactly what you qualify for and what your real monthly payment will be. Pre-approval in 24 hours.

NMLS #2248652 · Licensed in Texas · Response in 24 hours or less