Non-QM Loans · FAQ

Non-QM Loan FAQ for California

Straight answers to the questions we hear most about non-QM loans — from "is this subprime?" (no) to programs, rates, and whether you can refinance out later. Grouped so you can jump to what matters.

MBReviewed by Mike Basti, Mortgage Broker & Founder · NMLS #377740
Most-Asked

The three we hear most: "Is this subprime?" No — it's for creditworthy borrowers with non-traditional income. "Are rates way higher?" No — about 0.5–2% over conventional, softened by no mortgage insurance. "Am I stuck with it?" No — many refinance into conventional later. Details below and on Requirements and Eligibility.

Basics

What is a non-QM loan?

A mortgage outside the government's Qualified Mortgage box — it uses deposits, rents, or assets instead of tax returns, for creditworthy borrowers. See overview.

Is non-QM the same as subprime?

No — creditworthy borrowers with non-traditional income. Rates are modestly above conventional, not subprime-level.

Why do non-QM loans exist?

Post-2008 rules made conventional loans require full tax docs and a 43% DTI cap. Non-QM serves the many good borrowers that excludes.

Are non-QM loans safe/legitimate?

Yes — they're fully regulated, ability-to-repay loans from established lenders, just documented differently.

Who offers non-QM loans?

Specialized non-QM investors and portfolio lenders. As a broker we compare many to find your best terms.

Programs & qualifying

What non-QM programs exist?
What credit score do I need?

Often ~640 floor, 680–700 for best pricing; asset qualifier wants 700+. Higher = lower rate and more LTV.

Can I use one for a primary home?

Yes — bank statement, asset, 1099, and P&L finance primary/second homes. DSCR is investment-only.

Can investors use non-QM?

Yes — DSCR qualifies on rental income, no property cap, LLC vesting allowed.

Do I need tax returns?

Usually not — deposits, rental income, or assets qualify you instead.

How do I know which program fits?

By how you earn. A broker matches your income reality to the right program — see Eligibility.

Rates & costs

Are non-QM rates higher?

Somewhat — ~0.5–2% over conventional, not subprime-level. No MI softens the all-in cost. See Rates.

Is there mortgage insurance?

No — non-QM has no MI at any LTV, ever.

Are there prepayment penalties?

Some programs, especially DSCR. Owner-occupied less so. Confirm and compare before locking.

What down payment?

10–25% by program and credit. See Requirements.

What reserves?

3–6 months typically (6–12 on larger/investment). Retirement/investment accounts usually count.

Process & flexibility

How fast do they close?

Often 21–30 days — faster than conventional, since there's no lengthy tax/employment verification.

Can I refinance out later?

Yes — many buy with non-QM now, then refinance to conventional once docs support it. It can be a bridge.

Can I close in an LLC?

For DSCR, yes — LLC vesting is common. Owner-occupied programs use individual vesting.

Should I check conventional first?

Yes — if you qualify conventionally it's usually cheaper. We check that before recommending non-QM.

Don't see your question?

Call 949-379-5320 or start online — we'll answer yours.

Still deciding? Non-QM has real nuance across seven programs, prepay terms, and the conventional-vs-non-QM call. The fastest way to clarity is a quick conversation — we check conventional first, then match you to the best non-QM program if that's the path. Ask us →

Reviewed by the licensing team at Save Financial, a California-licensed mortgage brokerage (NMLS #377740, DRE #01875766) founded in 2009 and serving all 58 counties from offices in Newport Beach and Marina del Rey.

Still have a non-QM question? We've got the answer.

Get in touch and we'll answer your specific question — and check whether conventional works first, then match you to the best non-QM program if that's the path. Free, one credit pull if you proceed, no obligation.