Sergio Davis

Loan Programs

Second Home Loan

Financing for eligible residences you personally occupy part of the year.

Overview

Second-home classification depends on the borrower’s personal use and the program’s occupancy and property rules. A home occupied only by a family member is not automatically a second home for mortgage purposes.

Rental arrangements, management agreements, property type, and year-round suitability can affect eligibility. Explain your intended use accurately. Pricing varies, so compare current terms rather than assuming second-home financing will always be cheaper than investment financing.

Who it's for

  • Buyers of vacation or seasonal homes
  • Owners purchasing a second home for family use
  • Move-down or pre-retirement buyers
  • Buyers of luxury condos used part-time

What's typically reviewed

  • Credit profile
  • Income and asset documentation
  • Letter of intent for occupancy
  • Distance from primary residence

This is a general description, not a guarantee of approval. Specific requirements vary by lender and program. Final qualification is determined during underwriting.

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