Conventional Mortgages

The Conventional Mortgage:
America's Standard Home Loan

Conventional loans — backed by Fannie Mae and Freddie Mac — are the most common mortgage type, offering competitive rates, flexible terms, and the ability to cancel PMI. Dream Financial Management connects you with 500+ lender affiliates for the best conventional rates nationwide.

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What Is a Conventional Mortgage?

A conventional mortgage is a home loan that is not insured or guaranteed by the federal government. Most conventional loans conform to guidelines set by Fannie Mae and Freddie Mac, the government-sponsored enterprises that buy mortgages from lenders. Because they follow standardized guidelines, conventional loans are widely available, competitively priced, and offer the most flexibility of any mortgage type.

Conforming vs Non-Conforming (Jumbo) Loans

Conforming Loans

Loan amount at or below $766,550 (2026 limit for most areas). Meets Fannie Mae/Freddie Mac guidelines. Best rates, easiest qualification. Available from virtually all lenders.

Jumbo (Non-Conforming) Loans

Loan amount above $766,550 (or higher in high-cost counties like LA, NYC, SF — up to $1,149,825). Stricter requirements: 700+ FICO, 6-12 months reserves, 10-20% down. Rates may be similar or slightly higher than conforming.

Conventional Loan Requirements at a Glance

Requirement Standard Notes
Credit Score 620+ Best rates at 740+. Below 620 is very difficult.
Down Payment 3-20% 3% for first-time (HomeReady/Home Possible). 5% standard. 20% to avoid PMI.
Max DTI 45-50% Up to 50% with strong compensating factors (high credit, reserves).
Loan Limits $766,550 Higher in high-cost areas. Check your county limit.
PMI Required if <20% down Cancellable at 80% LTV. Automatic at 78%. Saves thousands vs FHA MIP.
Property Types Most types Primary, second home, investment. Single-family, condo, multi-unit (2-4).

PMI Explained — And How to Get Rid of It

Private Mortgage Insurance protects the lender if you default. It's required on conventional loans with less than 20% down. PMI costs $30-$70/month per $100,000 borrowed. The key advantage over FHA: PMI is cancellable. Once you reach 20% equity (via payments or appreciation), you can request cancellation. PMI automatically terminates at 78% LTV on the original amortization schedule. FHA MIP, by contrast, is often for the life of the loan.

PMI Tip: If you put down less than 20% but your home appreciates, you can order a new appraisal to prove you've reached 80% LTV and cancel PMI early. This can save thousands — a $200/month PMI payment canceled 3 years early saves $7,200.

Conventional Loan Programs

Fannie Mae HomeReady

Designed for low-to-moderate income borrowers. Just 3% down. Allows income from non-borrower household members. Reduced PMI rates. Homeownership education required. Income limits apply (80% of area median income or less). Available for purchase and limited cash-out refinance. One of the best low-down-payment conventional options.

Freddie Mac Home Possible

Similar to HomeReady — 3% down for qualified borrowers. Flexible sources of funds for down payment. Allows boarder income. Reduced PMI. Income limits apply based on property location. Can be used for purchase, no-cash-out refinance, and manufactured homes.

Conventional 97 (3% Down)

Standard conventional program with just 3% down. At least one borrower must be a first-time homebuyer. 620 minimum FICO. Loan must be fixed-rate. PMI required but cancellable. Cannot be used for manufactured homes. This is the go-to program for first-time buyers with decent credit who want to avoid FHA's lifetime MIP.

Fannie Mae RefiNow

Refinance program for low-income homeowners. Reduced interest rate and lower fees. Income at or below 80% of area median. Must have a Fannie Mae-owned loan. Must be current on mortgage with no 30-day lates in the last 6 months. Provides a tangible benefit: at least 0.5% rate reduction and $50/month savings. Excellent option if you've been in your home a while and rates have dropped.

Conventional vs FHA: When to Choose Each

Scenario Better Option
Credit score 720+, 10%+ down Conventional
Credit score 580-619, 3.5% down FHA
Want to cancel mortgage insurance Conventional
Higher DTI (45-50%) FHA
Buying a fixer-upper FHA 203(k)
Second home or investment property Conventional
Self-employed with complex income Conventional (or Non-QM)

Conventional Mortgage FAQs

What credit score do I need for a conventional loan?

How do I cancel PMI on a conventional loan?

What's the difference between Fannie Mae and Freddie Mac?

Can I use a conventional loan for an investment property?

What are the 2026 conforming loan limits?

Should I choose conventional or FHA?