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Non-QM Loan Premium Calculator

Non-QM loans serve borrowers outside QM standards at premium rates.

$
%
%

Lifetime premium

$295,586

Monthly premium

$821

Rate premium (bps)

200

How the math works

Payment each rate via standard amortization. Lifetime = payment delta × term.

$600k at 6.5% = $3,792/mo. 8.5% = $4,614/mo. $822/mo × 360 = $296k lifetime premium.

How to Use

  1. Enter loan amount.
  2. Enter QM rate %.
  3. Enter Non-QM rate %.
  4. Enter loan term years.
  5. Read rate premium + lifetime cost.

Frequently Asked Questions

What is Non-QM?

Loans outside Qualified Mortgage (QM) standards set by CFPB. Reasons: bank statement income (vs W-2), investor DSCR only, foreign national, ITIN, fix-and-flip, asset depletion, self-employed, portfolio, jumbo above limits. Non-QM: 200-400 bps above QM typically. Higher risk, higher yield for lender.

Major non-QM categories?

(1) Bank statement loans: 12-24 months bank statements in lieu of W-2. Self-employed. (2) DSCR: investor loans on property cash flow not personal income. (3) Foreign national: US-based real estate purchase by non-resident. (4) Fix-and-flip: short-term renovation loans. (5) Asset depletion: high-asset borrowers without cash flow. (6) Non-warrantable condos: condo not meeting GSE requirements.

Pricing drivers?

Borrower credit: 620-720 FICO typical. LTV: 70-85% max. Reserves: 6-12 months. Documentation quality. Property type. Loan amount (jumbo premium). Each factor adds 25-100 bps. Non-QM rates 2023-2024: 7.5-12% depending on profile (vs 6-7.5% QM).

When worth it?

Self-employed borrower with strong assets but non-traditional income. Real estate investor with cash flow property. Foreign national paying cash-like down payment. Non-resident investor with strong assets. Each case: compare non-QM cost vs alternatives (longer time to qualify, lower loan amount, different financing). Experienced mortgage broker essential.

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