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Conventional Loans financing with The Herbert Team

Loan Program

The Loan That Rewards You for Doing Things Right.

The most common loan in America, and for good reason. Conventional financing rewards solid credit with competitive pricing, down payments starting at 3%, and mortgage insurance that goes away instead of following you for the life of the loan.

Conventional Loans: What You Need to Know

If you have built decent credit and have some cash saved, conventional financing is usually where the math works best. It is flexible enough to cover a 3%-down first home or a 25%-down second home, and unlike FHA, the mortgage insurance is temporary. The tradeoff is that guidelines are tighter, which is exactly why the structuring matters.

Who This Is For

  • Buyers with credit scores around 680 and above who want the best available pricing
  • First-time buyers who have 3% to 5% saved and want mortgage insurance that eventually disappears
  • Move-up buyers rolling equity from a current home into the next one
  • Anyone buying a second home or vacation property, which FHA and VA do not allow
  • Borrowers who want to avoid the upfront funding fees attached to government loans

How It Works

Your Conventional Loans Roadmap

No mystery steps, no waiting a week to hear back. Here is exactly how the process runs from first call to closing table.

  1. 1

    Strategy call and credit review

    We look at your credit, income, and available cash together, and I tell you which loan type actually serves you best — including when conventional is not the answer.

  2. 2

    Full preapproval, underwritten

    I collect income and asset documentation and get your file reviewed so your preapproval means something to a listing agent. This usually takes 24 hours or less once documents are in.

  3. 3

    Shop with real numbers

    You get payment scenarios at several price points so you know what a house actually costs each month before you fall in love with it.

  4. 4

    Contract to closing

    Appraisal, underwriting, conditions, and clear-to-close. I manage the timeline and update you and your agent as it moves, typically closing in 21 to 30 days.

Key Benefits

Why Borrowers Choose This Program

Mortgage insurance that ends

Conventional PMI cancels once you reach 20% equity, and drops automatically at 22%. On FHA, mortgage insurance generally sticks for the life of the loan unless you refinance. Over a 30-year horizon that difference is real money.

Down payments from 3%

Eligible first-time buyers can put down as little as 3%, and 5% opens the door for nearly everyone else. Gift funds from family are allowed, and down payment assistance can often be layered on top.

Pricing that follows your credit

Conventional pricing is risk-based, so a stronger credit profile and a larger down payment translate directly into better terms. If your score is close to a pricing tier, I will tell you exactly what it takes to cross it.

Widest property flexibility

Primary residences, second homes, investment property, condos, townhomes, and multi-unit properties are all in play. Government programs restrict most of those.

At a Glance

The Numbers, Plainly

Guidelines shown are general and current as of publication. Program availability varies by state, property, and borrower eligibility, and all loans are subject to full underwriting approval.

Minimum down payment
3% for eligible first-time buyers, 5% standard
Typical credit score
620 minimum, best pricing at 740+
Debt-to-income
Generally up to 45%, higher with strong compensating factors
2025 conforming loan limit
$806,500 for a one-unit property in most Texas counties
Mortgage insurance
Required under 20% down, cancellable at 20% equity
Occupancy allowed
Primary, second home, or investment property

Myths & Misconceptions

Things People Believe That Cost Them Money

You need 20% down for a conventional loan.

You do not. 20% avoids mortgage insurance, but 3% and 5% conventional loans are common. Waiting years to save 20% while prices and rents rise is often the more expensive choice — we can run that math side by side.

Conventional is only for people with perfect credit.

The floor is generally a 620 score. Pricing improves as your score rises, so the question is usually not whether you qualify but whether a small credit adjustment before applying would save you money.

PMI is wasted money.

PMI is the price of buying years earlier than you otherwise could, and it is temporary. Many clients cancel it within a few years through appreciation or extra principal payments.

Client Experience

“Jason made the mortgage process incredibly easy and was always available to answer our questions.”

Homebuyer

Austin, TX

Testimonials reflect individual experiences. Results vary and are not a guarantee of future outcomes.

Not sure this is your program?

That is what the free strategy call is for. Twenty minutes, no obligation, and you leave knowing which financing path actually fits your situation.

Book a Free Strategy Call

Questions

Conventional Loans FAQs

Let’s Solve Your Mortgage Situation.

Apply online in about 12 minutes, or grab a free 20-minute strategy call. Either way, you’ll leave knowing more than you do right now.

Or just call me directly — (760) 715-3434