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Newrez Non-Agency Lending

Newrez Non-Agency Lending

Jumbo and Medical Professional Home Loans Built for High-Earning Borrowers

Price a Non-Agency Loan

Close beyond conforming — without crossing into Non-QM.

Newrez Non-Agency lending bridges the gap between agency limits and Non-QM structures, offering smart solutions for high-income, high-loan-amount borrowers who still fit within more traditional full-doc underwriting.

Our Jumbo AUS and Medical Professional programs deliver elevated loan limits, competitive leverage and flexible underwriting backed by experienced teams and Blueprint-driven execution.

Why Brokers Pick Newrez for Non-Agency

  • Expanded Loan Limits with Agency-Style Processes: Go beyond conforming caps while retaining full documentation and AUS-driven underwriting.
  • Flexible Leverage Without PMI: Access select loan products that offer high LTV options without traditional mortgage insurance.
  • Dedicated Expertise for Complex Profiles: Get expert guidance for serving high-earning professionals, asset-strong borrowers and early-career professionals
  • Blueprint Efficiency: Price, structure and submit seamlessly with real-time product visibility.
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What is a Non-Agency Loan?

Non-Agency loans are fully documented, responsibly underwritten mortgages that fall outside standard conforming loan limits or agency parameters — without the income alternatives or overlays associated with Non-QM.

Typical use cases include:

  • High-balance primary, second home or investment properties.
  • Borrowers exceeding conforming or high-balance loan limits.
  • Professionals with strong income but non-traditional early career profiles.
  • Jumbo transactions requiring flexibility on leverage or property type.

Non-Agency Options at a Glance

Jumbo AUS — High-Balance Financing, Done Right

Best for: Borrowers who qualify cleanly but exceed conforming or high-balance limits.

Key Highlights:

  • Loan amounts up to $3.5M (program and credit tier-dependent).
  • Fixed-rate and SOFR ARM options.
  • Eligible for primary residences, second homes and investment properties.
  • Up to 90% LTV on select primary residence transactions.
  • No mortgage insurance required.
  • Full income and asset documentation under agency guidelines.
Medical Professional Home Loans* — Built for a Wide Range of Medical Professionals

Best for: Early- or mid-career physicians, dentists and qualifying healthcare professionals.

  • Eligible Professionals Include MD, DO, DDS, DMD, PharmD, DVM, DPM, CRNA (DNAP/DNP), and medical residents, fellows or interns meeting program criteria.

Key Highlights:

  • Up to 100% financing available on primary residences.
  • No traditional mortgage insurance.
  • Loan amounts up to $2M.
  • Flexible treatment of student loan debt.
  • Income flexibility for residents, fellows and early-career practitioners.
  • No first-time homebuyer overlays

Fast Scenario Guide

Scenario 1 — High-Income Jumbo Buyer

A borrower purchasing a $2.8M primary residence exceeds conforming limits but qualifies through AUS. Use Jumbo AUS for competitive leverage with full-doc underwriting and no mortgage insurance.

Scenario 2 — New Physician, Strong Income Trajectory

Residency-to-practice physician with minimal cash down and large student loans. Structure with Medical Professional Home Loan financing and leverage future earning power without mortgage insurance.

Scenario 3 — Second Home or Investment Jumbo

Borrower adding a second home or high-value rental property. Utilize Jumbo AUS that supports elevated loan amounts with agency-aligned documentation standards.

FAQ

Is mortgage insurance required on Jumbo or Medical Professional loans?

No. These programs do not require traditional monthly mortgage insurance.

Do medical professionals need to be established in practice?

Eligible residents, fellows and early-career professionals may qualify based on program guidelines.

Are investment properties allowed on Jumbo AUS?

Yes, investment properties are eligible within program parameters.

Do these programs require full documentation?

Yes. Both Jumbo AUS and Medical Professional Home Loans are fully documented and underwritten.

*At least one occupying primary borrower whose income is used in qualifying, must be an actively practicing medical professional who meets professional designation and specified degree requirements. Additional documentation including an offer letter is required for use of projected future income. Start date of employment for projected future income must be no later than 150 days post note date. Only available for purchase and rate-and-term refinance transactions on select property types. Loan-to-value and credit requirements apply. May not be combined with secondary financing. Subject to minimum and maximum loan amounts. Contact Newrez for more informatio