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Jumbo Loan Calculator

Calculate your jumbo mortgage payment with PITI breakdown, compare jumbo vs conforming loan strategies, and check if you meet 2026 jumbo qualification requirements.

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Median jumbo purchase: ~$1.1M nationally
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Jumbo typically requires 10-20%+
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March 2026 avg jumbo: ~6.45%
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National avg: ~1.1%. NJ: 2.2%, HI: 0.3%
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Annual premium as % of home value

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How to Use This Calculator

Jumbo Payment tab

The default tab. Enter your home price, down payment percentage, and interest rate. The calculator shows your full monthly PITI payment: principal and interest, plus estimated property tax and homeowner's insurance. It also tells you whether your loan is jumbo (exceeds $832,750) or conforming. Expand "More options" to adjust loan term, property tax rate, and insurance rate.

Jumbo vs Conforming tab

Use this to see if putting more money down to stay under the conforming limit saves you money. The calculator compares two options: your planned jumbo loan vs. a conforming loan at $832,750. You'll see exactly how much extra down payment you'd need and how much you'd save per month and over the life of the loan.

Qualification Check tab

Enter your credit score, monthly income, monthly debts, and liquid reserves. The calculator checks each against typical jumbo lender requirements (700+ credit, 43% max DTI, 6-12 months reserves) and tells you which requirements you meet and which need work.

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The Formula

Monthly mortgage payment uses the standard amortization formula:

Monthly P&I = Loan × [r(1+r)n] / [(1+r)n - 1]

Where:
r = annual rate / 12 (monthly interest rate)
n = term in years × 12 (total payments)

Monthly PITI = P&I + Property Tax/12 + Insurance/12

Total Interest = (Monthly P&I × n) - Loan Amount

Jumbo loans use the same amortization math as conforming loans. The difference is the rate: jumbo rates are typically 0.25% to 0.50% higher because the loan can't be sold to Fannie Mae or Freddie Mac, so the lender holds more risk.

For the qualification check, DTI is calculated as: (all monthly debts + new PITI) / gross monthly income × 100.

Example

The Patel family — buying a home in San Mateo, CA

Raj and Priya Patel earn $22,000/mo gross combined, have $2,800/mo in existing debts (car payment + student loans), and saved $400,000 for down payment and reserves. They're looking at a $1,500,000 home. Credit scores: 760 and 745. Property tax rate in San Mateo: 1.15%.

Jumbo Payment tab

Home price$1,500,000
Down payment (20%)$300,000
Loan amount$1,200,000
Rate (30yr jumbo)6.75%
Monthly P&I$7,783
Property tax + insurance$1,875
Total PITI$9,658

The Patels' loan of $1.2M is well above the $832,750 conforming limit — this is a jumbo loan.

Jumbo vs Conforming tab

Jumbo PITI (20% down, 6.75%)$9,658/mo
Conforming PITI (44% down, 6.25%)$7,001/mo
Extra down payment needed$367,250
Monthly savings$2,657

Staying under the conforming limit would require 44% down ($667K). That's likely too much cash to tie up. The Patels should take the jumbo loan and keep reserves liquid.

Qualification Check tab

Credit score (760)PASS
DTI (47.5%)FAIL
Reserves (10 months)PASS

The Patels' DTI is above 43%. They could pay off the car loan ($600/mo) to bring DTI to 44.8% — still tight. A larger down payment (25%) would lower the mortgage payment and help DTI.

FAQ

A jumbo loan is a mortgage that exceeds the conforming loan limit set by FHFA. For 2026, that limit is $832,750 in most U.S. counties (up to $1,249,125 in high-cost areas like San Francisco, NYC, and Honolulu). If you need to borrow more than your county's conforming limit, you need a jumbo loan. These loans can't be sold to Fannie Mae or Freddie Mac, so lenders hold them on their books, which means stricter qualification requirements.
Most jumbo lenders require a minimum credit score of 700, with 720 or higher preferred for the best rates. Some lenders may accept scores as low as 680 with compensating factors like a larger down payment (25%+) or lower DTI (under 36%). For super-jumbo loans over $2 million, expect a 720+ minimum. Check with multiple lenders — jumbo underwriting varies more than conforming.
The standard down payment for a jumbo loan is 20%, though some lenders accept as low as 10% with a higher interest rate. For super-jumbo loans (over $2 million), 25-30% down is common. Unlike conforming loans with PMI, jumbo loans typically don't have private mortgage insurance — the higher down payment requirement serves the same risk-reduction purpose for the lender.
Typically yes. Jumbo rates are usually 0.25% to 0.50% higher than conforming rates because jumbo loans can't be sold to Fannie Mae or Freddie Mac and carry more risk for lenders. As of March 2026, average jumbo 30-year fixed rates are around 6.45% compared to about 5.9% for conforming. However, the spread varies — some banks offer competitive jumbo rates to attract high-net-worth clients.
The FHFA set the 2026 conforming loan limit at $832,750 for most U.S. counties, up from $806,500 in 2025 (a 3.25% increase based on home price appreciation). In high-cost areas, the ceiling is $1,249,125. Alaska, Hawaii, Guam, and the U.S. Virgin Islands have a baseline of $1,249,125 with a ceiling of $1,873,675. Check FHFA.gov for your exact county's limit.

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