Announcement 2021-043 - Jumbo Series I Re-launch

NewRez is pleased to announce the re-launch of the Jumbo Series I product. The addition of the Jumbo Series I product is part of our continuing efforts to provide competitive, non-agency financing options for our customers.

 

Product Terms

  • 15- and 30-Year Fixed Rate

Highlights

  • Purchase, Rate & Term Refinance and Cash-out Refinance
  • Maximum loan amounts up to
    • $2,500,000 for primary residences
    • $2,000,000 for second homes
  • Maximum loan-to-value (LTV) up to
    • 80% for primary residences
    • 75% for second homes
  • Minimum credit score 680
  • Maximum DTI 43%
  • Housing Payment History permits no 30-day late payments in the past 12 months and no 60- day late payments in months 13 to 24

Underwriting

  • All loans will be manually underwritten, but must be submitted to DU or LPA and receive an Approve/Ineligible or Accept/Ineligible
  • Successful LoanScoreCard submission is required

Appraisal 

  • One (1) full appraisal is required for:
    • Purchase and Rate & Term Refinance transactions, excluding Florida for loan amounts less than or equal to $1,500,000
    • All Florida transactions and Cash-out Refinance transactions less than or equal to $1,000,000
  • Two (2) full appraisals are required for:
    • Purchase and Rate & Term Refinance transactions, excluding Florida for loan amounts greater than $1,500,000
    • All Florida transactions and Cash-out Refinance transactions greater than $1,000,000
    • Properties purchased by the seller of the property within 90 days of the fully executed purchase contract
  • Collateral Desktop Analysis (CDA) with accompanying MLS sheets from Clear Capital is required to support the value of the appraisal

 

Resources

  • Please reference the Jumbo Series I Product Highlights and Guide in the NewRez Lending Library for complete details
  • Self-paced Jumbo Series I product training will be available Tuesday, June 1 in The Hive