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I’ve had Buyer and Seller clients alike tell me that their mortgage broker is saying that “you cannot get a Jumbo Loan” now. I’ve had mixed results from the loan brokers that I’ve personally pooled, but i do believe YOU CAN GET A JUMBO LOAN if you keep looking. Just don’t stop.

The following post draws heavily from one of the nations most prominent online trade mags HousingWire.com.

The State of Today’s Jumbo Mortgage Market

In the last week of May, news “leaked out” that Wells Fargo was putting tighter restrictions on its jumbo mortgage offerings.

Although no official statement was put forth, ( “well surprise surprise Sgt Carter”) the San Francisco-headquartered lender affirmed reports from the Wall Street Journal and Reuters.

According to the reports: “Wells would stop purchasing jumbo loans made by third-party “mortgage bankers” AND only refinance jumbo mortgages for current customers with at least $250,000 in liquid assets in the bank.

Chase Now Requires 700 Fico Score and 20% Down – (Good Luck with that)

Wells is the “jumbo” loan sector’s largest player, $70Bil in volume in 2019.

Note: Jumbo mortgages exceed the “conforming” Fannie/Freddie loan amounts & aren’t collateralized by Fannie or Freddie.

Note: Rates on jumbo loans will rise to compensate Wall Street for the “higher risk” of not being collateralized. Expect a .375% rise in jumbo rates.

Thats if they are available AT ALL!!

But its Wells decision to pull back significantly has also raised doubts on all “jumbo loans viability”.

Non-QM lending has disappeared from the market

Wells Fargo is in a “distinctive situation”; not shared by the other large banks – its balance sheet has been restricted to a $1.95 trillion cap since 2018 by the Federal Reserve as a result of its 2016 retail banking scandal.

Note: In all fainess; Wells did not need any of the bailout money in 2008 – 2009 banking crisis; as they (unlike every other bank) didn’t fund the “Neg-Am, Pre-Pay Penalty, Liar loans” that crashed the real estate market!

Oh, 1 last point to my banking friends; Bottom Rail on Top Now!

Here’s the Wells Fargo “Greatest Hits” from Yahoo Finance

March 2019: Wells Fargo advisors fined by SEC for fee-disclosure practices

Aug. 2018: Hundreds of houses foreclosed on due to “computer glitch” (seriously?)

Aug. 2018: Also pays $2.1 billion for its role in housing bubble

July 2018: Refunds to customers over add-ons like pet insurance & legal services AND additionally, Private Bank wealth management issues

June 2018: SEC fine, misleading investors & $480Mil to settle securities-fraud lawsuit

May 2018: Altering business information without clients knowledge.

by  Stuart R Simone Esq

Realtor® | Broker Associate | Mortgage Loan Originator
DRE# 02084380
NMLS# 2246767
SBN# 269830
Stu@RockRealEstate.org
818-717-7605
facebook.com/StuSimoneRealEstate
https://stuart-simone.relofunding.com
https://stuartsimone.exprealty.com

Click here for an Online Reader version of Stu Simone’s new book, Buying and Selling Real Estate in Today’s Market