Fixed Rate Loans

Fixed Rate – Jumbo

5.875%

Jumbo & Interest-Only Fixed-Rate Loans

Big loans come with big stakes. A fixed-rate jumbo loan gives you the one thing every borrower values most: certainty. That means one locked-in rate and zero surprises—no matter what the market does.

Why Fixed-Rate Loans Work

Fixed-rate loans aren’t about chasing the lowest monthly payment today. They’re about locking in peace of mind for the future. 

When you close, your interest rate and monthly payment schedule are set in stone. That means no market volatility, no adjustments, and no sudden surprises.

On a multimillion-dollar property, that kind of predictability matters. 

Even a small bump in rates can mean thousands more every month. But with a fixed-rate, you know exactly what you’ll pay—month after month, year after year.

Fixed-Rate  Mortgages: 
Key Benefits

A fixed-rate jumbo loan locks in your interest rate and monthly payment from day one. The result? It’s easier to plan ahead, protect cash flow, and move on new investment opportunities.

Whether your strategy is to pay down quickly or stretch payments over time, we offer 15- and 30-year terms that align with your long-term plan.

Whether your strategy is to pay down quickly or stretch payments over time, we offer 15- and 30-year terms that align with your long-term plan.

Owning multiple businesses, managing trusts, or earning income from different sources doesn’t complicate things with us. We build fixed-rate loans that align with your financial profile. 

Are Fixed-Rate Loans the Right Fit?

A fixed-rate jumbo loan isn’t for everyone. But if any of these sound like you, it could be the right move.

If you plan to live in or hold your property for 7–10+ years, stability matters more than shaving a fraction of a point off an intro rate. Fixed payments protect you from market swings and give you peace of mind for the long haul.

When you’re purchasing a $2M, $5M, or even $20M+ property, a sudden rate adjustment can mean thousands more each month. Fixed rates allow you to lock in predictable terms, making it easier to protect cash flow on large assets.

If your earnings rise and fall, a fixed-rate loan gives you something steady: a mortgage that stays predictable, even when the rest of your finances shift.

Fixed-Rate vs. ARM & Interest-Only: 
Which Fits You Best?

Different jumbo loan structures serve different goals. Here’s how each option stacks up.

Ideal if you want long-term stability and predictable payments. Fixed-rate loans protect you against rising rates and keep your financing steady for the duration of the loan term. 

Generally best if you’re planning a shorter hold or expect to refinance. ARMs start with a lower fixed rate for the first 3, 5, 7, or 10 years, which keeps your payments down in the short-term. After that, the rate adjusts with the market.

Generally suited for those who want short-term flexibility but have a long-term plan. With an interest-only loan, you’re only required to pay interest for an initial period, which lowers your monthly outflow. That leaves more cash available for investments or renovations.

Jumbo Loan Programs

Explore Your Loan Options

Whether you want long-term stability or short-term flexibility, we’ll connect you with the jumbo loan program that fits your goals.

Frequently Asked Questions

Many high-net-worth clients have income that doesn’t show up cleanly on tax returns or pay stubs. We work with lenders who look beyond standard income documentation and evaluate the full financial picture, including assets, investments, and overall liquidity.

Yes. Many of our clients intentionally keep capital invested rather than sitting in cash. The key is working with lenders who understand how to evaluate asset-based strength and structure loans accordingly, instead of penalizing borrowers for how they deploy wealth.

Trusts and LLCs add complexity, but they shouldn’t derail a strong loan. We regularly structure financing for borrowers with layered ownership and entity-based assets, and we prepare for these considerations early so they don’t become last-minute obstacles.

It can with traditional lenders. Larger loans often trigger extra scrutiny and approvals. Because we routinely work in higher loan ranges, we know where those deals can be placed and how to keep the process moving without unnecessary delays.

We handle the heavy lifting. You’ll have a clear point of contact, defined expectations, and a structured process from start to finish. Our goal is to minimize disruption and avoid the back-and-forth that many high-net-worth borrowers have experienced elsewhere.

In some cases, yes. Interest-only loans can make sense for borrowers prioritizing liquidity or flexibility. We help clients evaluate whether this structure aligns with their broader financial goals and long-term plans before moving forward.

Private banks typically offer their own products and internal processes. Insignia works with multiple lending partners, which allows us to evaluate different structures and place loans where they make the most sense for a client’s financial picture.

Our role is to guide the process, anticipate issues, and keep everything moving in a controlled and predictable way.

Why Clients
Choose Insignia

Our Team

Our brokers rank among the top 50 in the nation. They’re the people who cut through the red tape and open doors to niche lenders. But what matters more is what that means for you—speed, clarity, hands-on support, and a confident close.

Damon Germanides

Damon Germanides

Co-founder / Broker

Chris Furie

Chris Furie

Co-founder / Broker

Neil Patel, CPA

Neil Patel, CPA

Principal / Head of Sales

Julie Flatland

Julie Flatland

Head of Underwriting & Operations Manager

Michael Nassirzadeh

Michael Nassirzadeh

Broker Associate/Senior Commercial Loan Analyst

Noah Furie

Noah Furie

Capital Markets

Jonathan Bulaon

Jonathan Bulaon

Loan Originator

Todd William Harris

Todd William Harris

Head of Construction Lending & Broker Associate

Patrick Mckenna

Patrick Mckenna

Broker Associate

Romy Nourafchan

Romy Nourafchan

Broker Associate

Scott T. Sealey

Scott T. Sealey

Senior Loan Originator/First-Time Home Buyer Expert

Nick Van Dueck

Nick Van Dueck

Donabel Aguila

Donabel Aguila

Loan Set Up

Richard Cadiente

Richard Cadiente

Senior Processor

Jesebel Da Sagun

Jesebel Da Sagun

Senior Underwriter

Rhonda Ramirez

Rhonda Ramirez

Loan Officer Assistant/Senior Processor

James DeBeck

James DeBeck

IT Management

Euereze Tabar

Euereze Tabar

Accounting

Who We Serve

Private & High-Net-Worth Clients

Wealth rarely fits inside a template. Trusts, layered assets, and investment portfolios often confuse traditional underwriters. We know how to structure these profiles clearly and persuasively, ensuring you get the terms and speed your financial position deserves.

Entrepreneurs & Self-Employed Borrowers

Running a business comes with freedom and just as much complexity. Traditional lenders want pay stubs, not statements, contracts, or cash flow. We translate your true income picture into terms lenders understand, helping you qualify for the financing you deserve.

Foreign National & International Clients

Cross-border finances can be complicated. Whether you’re earning abroad, managing global investments, or buying property in the U.S., we connect you to lenders who understand international assets and residency requirements so approvals don’t get lost in translation.

Real Estate Investors

Opportunities don’t wait, and neither should your financing. From single-unit purchases to portfolios under $20M, we deliver speed and certainty through lenders who understand the investor mindset. We structure real-world investment loans around real-world borrowers.

Community Lending

Not every buyer needs a jumbo loan or a perfect financial profile. Many qualified borrowers simply need access to programs that make homeownership more attainable. That’s exactly what our FHA, VA, conforming, and community lending options are designed to do.