Home · Loan Programs
Loan Programs

A loan for every situation — not just the easy ones

Because I shop 100+ wholesale lenders, I can place loans a single bank turns away. Here's how I match the right program to your goals.

The full menu

Start with what fits you

Every program below is shopped across 100+ lenders so you get the winner — not just the one loan a bank had on the shelf.

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Purchase

Buy your next home with the right loan, shopped across 100+ lenders.

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Refinance

Lower your rate or payment, or shorten your term when the market moves your way.

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Cash-Out & HELOC

Put your equity to work — renovations, investing, or consolidating debt.

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Self-Employed / Bank-Statement

Qualify on real income. Many programs need no tax returns.

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Investor / DSCR

Finance rentals on the property's cash flow — not your W-2.

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VA / FHA / USDA

Low- and no-down options for veterans, first-timers, and rural buyers.

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Jumbo

Financing above conventional limits for higher-value White Mountains homes.

First-Time Buyer

Low-down programs, guidance, and a hand to hold through your first home.

Purchase Loans

What it is: Financing to buy your next home, whether it's your first place, a move-up, a second home in the pines, or a vacation property in the White Mountains.

Who it's for: Anyone buying a home who wants the strongest, cleanest financing behind their offer.

The broker advantage: A bank hands you the one purchase loan it sells. I shop 100+ wholesale lenders and bring you the winner — which usually means a better rate, lower costs, and terms that actually fit your situation. And because I'm also a licensed Realtor, I understand how a strong pre-approval makes your offer more competitive.

Refinance

What it is: Replacing your current mortgage with a new one to lower your payment, shorten your term, or drop mortgage insurance as your equity grows.

Who it's for: Homeowners whose situation has improved, or whose loan no longer fits — especially when the market moves in your favor.

The broker advantage: Refinancing only makes sense if the math works. I run the numbers straight, shop 100+ lenders for the best structure, and tell you honestly if it's not worth it. No pressure to refi just to refi.

Cash-Out & HELOC

What it is: Tapping the equity you've built — either by refinancing into a larger loan (cash-out) or adding a line of credit alongside your first mortgage (HELOC).

Who it's for: Homeowners funding renovations, consolidating higher-interest debt, or freeing up capital to invest in another property.

The broker advantage: Cash-out and equity products vary widely lender to lender. Shopping 100+ lenders means I can find the structure that fits your goal. One thing I always flag: some equity products carry early-payoff clawbacks, so if you plan to pay it off or refinance quickly, tell me your timeline up front and I'll steer you around it.

Self-Employed / Bank-Statement

What it is: Alternative-documentation programs that qualify you on real deposits and cash flow — often with no tax returns required.

Who it's for: Business owners, 1099 earners, freelancers, and anyone whose tax returns don't tell the full story of what they actually earn.

The broker advantage: This is exactly where a broker beats a bank. Most banks can't touch bank-statement borrowers. I have access to lenders who specialize in them, so income that gets you denied at a bank can get you approved with me.

Investor / DSCR

What it is: Financing that qualifies an investment property on its own rental cash flow (Debt-Service-Coverage-Ratio) instead of your personal income.

Who it's for: Real estate investors building or expanding a rental portfolio who don't want their personal debt-to-income to cap how much they can buy.

The broker advantage: As an investor with 50+ properties myself, I understand these deals from the owner's side, not just the lender's. I shop 100+ lenders to find DSCR terms that keep your portfolio growing.

VA / FHA / USDA

What it is: Government-backed programs with lower down payments and more flexible qualifying — VA for veterans and service members, FHA for lower-down and lower-credit buyers, and USDA for eligible rural properties.

Who it's for: Veterans, first-time buyers, buyers with smaller down payments, and folks buying in rural White Mountains communities.

The broker advantage: Government loans have overlays that vary a lot by lender. Shopping 100+ lenders lets me find the one with the friendliest overlays for your file — so a program you'd get turned down for at one shop can close at another.

Jumbo

What it is: Financing above conventional loan limits, for higher-value homes and cabins across the White Mountains.

Who it's for: Buyers of higher-priced properties who need loan amounts beyond standard conforming limits.

The broker advantage: Jumbo guidelines are all over the map from lender to lender. I shop 100+ of them to find competitive terms and sensible reserve and documentation requirements for your situation.

First-Time Buyer

What it is: Low-down-payment programs paired with plain-English guidance for people buying their very first home.

Who it's for: First-time buyers who want someone to explain every step and make sure nothing gets missed.

The broker advantage: First-timers deserve options and a straight explanation, not a sales pitch. I match you to the lowest-barrier program you qualify for across 100+ lenders, walk you through it, and hold your hand from application to keys.

Common questions

Straight answers, before you apply

What's the difference between a mortgage broker and a bank?

A bank can only offer its own loan products. As an independent broker through Barrett Financial Group, I shop 100+ wholesale lenders and bring you the one that fits best — which usually means a better rate, a faster close, and programs a single bank simply doesn't carry.

What credit score do I need to buy a home?

There's no single magic number. Some programs work with scores in the low 600s, and certain government-backed options go lower. Because I shop 100+ lenders, I can often place a loan a single bank would turn away. The best move is a quick pre-approval so you know exactly where you stand.

Can I get a mortgage if I'm self-employed?

Yes. Bank-statement and other alternative-documentation programs let self-employed borrowers, business owners, and 1099 earners qualify on real deposits and cash flow instead of tax returns. These are exactly the kinds of programs a broker can access that most banks can't.

How long does the mortgage process take?

Many purchase loans close in about 20 to 30 days, and some refinances and equity lines move faster. I chase every condition and keep everyone updated so the file doesn't stall — one of my clients closed a HELOC in 10 days from application.

How much do I need for a down payment?

It depends on the program. Some government-backed loans allow very low or even zero down for eligible buyers, while others ask for more. Because I shop 100+ lenders, I can match you to the lowest-barrier option you actually qualify for.

How do I get pre-approved?

Start with a short, secure application. I review your income, credit, and goals, shop it across 100+ lenders, and send you a pre-approval letter you can put behind an offer — often within a day or two.

Ready when you are

Let's find the program that fits you

Get pre-approved in minutes or just ask a question. No pressure, real answers. Equal Housing Opportunity.