Mortgage Paths at a Glance

See how residential and commercial financing differ—and where each fits your goals.

Residential

First‑time buyers, refinancing, rate shopping, and coverage alignment for homeowners.

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Commercial

Acquisition, build‑out, and refinancing strategies for offices, retail, and mixed‑use.

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Residential Mortgages

Understand how loan structure, rate type, and term length shape your monthly payment and long‑term cost of owning a home.

First‑Time Buyer Roadmap

Clarify your budget, estimate closing costs, and understand how lenders evaluate income, credit, and debt‑to‑income ratio.

Fixed‑Rate vs Adjustable‑Rate (ARM)

Compare payment stability, reset risk, and break‑even timelines when choosing between fixed and adjustable‑rate mortgages.

Refinancing & Equity Strategies

Evaluate rate savings, term changes, and cash‑out options—along with tax and insurance implications—before you refinance.

FHA, VA, and Conventional Loans

See how government‑backed programs compare to conventional loans on down payment, credit, and mortgage insurance.

FHA Loans

Lower down payments and flexible credit guidelines—paired with required mortgage insurance and property standards.

VA Loans

Zero‑down options for eligible veterans and service members, with funding fees, entitlement rules, and occupancy requirements to consider.

Conventional & Jumbo

Understand conforming limits, private mortgage insurance, and how jumbo loans treat risk, reserves, and documentation.

Commercial Mortgages

Structure financing for income‑producing properties, from small offices to mixed‑use developments.

Acquisition & Repositioning

Compare term sheets, prepayment penalties, and covenant packages before committing to an acquisition loan.

Construction & Bridge Loans

Plan draw schedules, interest reserves, and take‑out strategies for ground‑up and heavy renovation projects.

Debt Service Coverage

Model debt service coverage ratios (DSCR) and sensitivity scenarios so your property can withstand rate and vacancy shifts.

Payment, Risk, and Protection Checklist

Use this checklist to keep the big picture in view before you lock in a mortgage.

Monthly Payment Drivers
  • Principal and interest based on rate and term
  • Property taxes and assessments
  • Homeowners insurance and required riders
  • Private mortgage insurance or guarantee fees
Risk & Protection Items
  • Rate‑reset or balloon‑payment exposure
  • Cash‑flow buffer for repairs and vacancies
  • Coverage alignment with lender requirements
  • Estate, title, and beneficiary considerations

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