Interest‑Only Mortgage

Pay interest only for 5–10 years, then principal + interest. Lower initial payments with tradeoffs.

10%+ (varies) down
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Program Details

Minimum Down10%+ (varies)
Credit ScoreTypically 700+
DTI RatioTypically <= 43%
PMI/MIPNo PMI on Non‑QM/Jumbo; varies otherwise
Rate CapsAvailability varies by investor
Loan LimitsOften paired with Jumbo/Non‑QM

Key Benefits

  • Cash‑flow management
  • Potential investment leverage

Program Tags

interest-only

Who It's Best For

  • Maximizing early cash flow
  • Shorter hold periods

Advantages

  • Lower initial payments
  • Payment flexibility during IO period

Considerations

  • Higher payments later
  • Slower equity build
  • Potential negative amortization on certain structures

Eligibility Requirements

  • Program and investor eligibility required
  • Strong reserves often needed

Additional Requirements

  • Higher credit and reserves
  • Clear exit/refinance plan recommended

Pro Tips

  • Model the step‑up when IO period ends
  • Consider pairing with ARMs for flexibility

Commonly 5–10 years; varies by investor.

Payment resets to include principal and interest, increasing total payment.

Calculate Your Payment

Use our interactive calculators to estimate your monthly payment and see how much you could save.

Payment Example

Loan amount
$475,000
Est. P&I
$3,160/mo

Estimate only. Taxes, insurance, HOA, MI/MIP, and points/credits not included. Not a commitment to lend.

Scenario Snapshot

Down payment
$60,000
Loan amount
$540,000

Typical Documents

  • Last 30 days of pay stubs or income docs
  • Last 2 years W-2s or 1099s (as applicable)
  • Most recent 2 months of bank statements
  • Government-issued ID

Exact items vary by program and scenario.

Loan Limits (Estimate)

Use your ZIP to check your state and review baseline limits. County limits may be higher.
Enter a ZIP to detect your state. County-specific limits vary.
Conforming baseline (1‑unit)$766,550
FHA floor (1‑unit)$498,257
FHA ceiling (1‑unit)$1,149,825

Actual county/metro limits vary. See official resources at FHFA and HUD.

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