Financing Guide

Mortgages don't have to be confusing

Mortgages aren't as complicated as lenders make them sound. Here's a plain-English breakdown of loan types, credit scores, pre-approval, and what actually matters when you're financing a home in South Florida.

Loan types at a glance

There are five main loan types you'll encounter in South Florida. Here's what each one actually means:

Conventional

Down: 3–20% Credit: 620+

Best for: Borrowers with good credit and 5-20% to put down. Can avoid PMI with 20% down.

Most flexible. Can be used with HFA Preferred programs in Florida for reduced mortgage insurance.

FHA

Down: 3.5% Credit: 580+

Best for: First-time buyers with limited savings or lower credit scores. Very popular in South Florida.

Mortgage insurance (MIP) is required for the life of the loan with less than 10% down. Can be combined with FL Assist.

VA

Down: 0% Credit: No minimum

Best for: Active military, veterans, and eligible surviving spouses. Best loan deal available.

No down payment, no PMI, competitive rates. Florida has a large veteran population and many VA-savvy lenders.

USDA

Down: 0% Credit: 640+

Best for: Buyers in eligible rural/suburban areas. Parts of western Palm Beach County qualify.

Income limits apply. Guarantee fee required but can be rolled into the loan. Less common in South Florida but available.

Florida HFA

Down: 3–5% Credit: 640+

Best for: First-time buyers in Florida who qualify through income limits. Best combined with FL Assist.

HFA Preferred and HFA Advantage programs offer reduced MI and can be paired with down payment assistance. See our buyer guide for details.

So what credit score do you actually need??

Credit scores matter, but they're not the barrier most people think. Here's the reality:

Score Range What You Can Get
760+ Best rates available. All loan types open. Most favorable terms.
700–759 Good rates. Conventional, FHA, VA all available. Minor rate premium vs. 760+.
660–699 Still solid. FHA and conventional available. Slightly higher rates.
620–659 FHA and some conventional loans available. Focus on improving score if possible.
580–619 FHA available (3.5% down). Limited conventional options. Work on credit for 6-12 months if possible.

Pro tip: Even a 20-point improvement in your credit score can save you thousands over the life of a loan. If you're close to the next tier, it may be worth waiting 3–6 months to improve your score before applying.

Getting pre-approved (it's easier than you think)

Pre-approval is when a lender reviews your finances and commits to lending you a specific amount. It's stronger than pre-qualification (which is just an estimate) and essential before you start looking at homes seriously.

What lenders look at:

Income & Employment

2 years of tax returns, W-2s, or pay stubs. Stable employment history helps. Self-employed borrowers need additional documentation.

Debt-to-Income Ratio (DTI)

Your total monthly debt payments divided by gross monthly income. Lenders want this under 43–45%. Student loans, car payments, and credit cards all count.

Credit History

Payment history (35% of your score), credit utilization (30%), length of history (15%), new credit (10%), and credit mix (10%).

Assets & Savings

Lenders want to see that you have reserves — typically 2-3 months of mortgage payments in savings after closing. Gift funds from family are acceptable with proper documentation.

A few tips to make the process smoother

Shop 2-3 lenders — rates, fees, and closing costs vary significantly between lenders
Get pre-approved before you start looking at homes, not after you find one you love
Don't open new credit accounts, finance a car, or make large purchases during the loan process
Keep your job situation stable — don't switch jobs between pre-approval and closing
Save for closing costs separately from your down payment — you'll need both
Ask about first-time buyer programs and down payment assistance early in the process
Understand that your rate lock has an expiration — know your timeline

Got financing questions??

I work with several great local lenders and can connect you with the right one for your situation.