Asset Inclusion Loan

Designed for borrowers who have adequate assets but do not fit traditional qualifying mortgages, our advanced assets-as-income calculations ensure that qualified borrowers can supplement monthly income with non-liquid or retirement assets.

  • Up to $1,500,000 Loan Amount
  • 700+ FICO
  • Up to 80% Loan-to-Value
  • 15 Year and 30 Year Fixed Rate Terms
  • 5/1 and 7/1 Low Interest Adjustable Mortgage Rates (ARMs) Available
  • 6 or 12 Month Reserves
  • Eligible for Non-Warrantable Condos, When Primary or Secondary Residency
  • Second Homes and Investment Properties Permitted
  • Retirement Funds Accepted