What is a private wealth mortgage?

A private wealth mortgage is jumbo and super jumbo lending for high net worth borrowers. If your income comes from assets, equity pay or arrives in lumps, you can qualify on assets instead of W2 income. It's portfolio lending: the loan is held, not sold. Subject to credit approval and program terms.

Can I get a mortgage based on assets instead of income?

Yes. Asset based qualification is built for this. Subject to credit approval and program terms.

Common questions

How large can the loan be?

Well above conforming limits. Book a call for your size. Subject to credit approval and program terms.

Is the loan sold?

No. It's held in portfolio.

Where do you lend?

Nationwide. Subject to credit approval and program terms.