SSL Secured
Privacy Protected
Licensed & Regulated
MortgageLenderNearMe
Montrose, NY

The Best Mortgage Lenders in Montrose, NY

Compare verified mortgage lenders serving Montrose, New York. Find competitive rates on conventional, FHA, VA, and jumbo loans from experienced professionals.

3
Top Lenders
4.8
Avg Rating
850+
Reviews
9
Loan Types

Available Loan Programs in Montrose

Conventional
FHA
VA
Jumbo
Refinance
First-time Homebuyer
USDA
Construction
Investment Properties

Featured Mortgage Lenders

1

Michael D'Arcy

The Federal Savings Bank

★★★★☆
4.9/5

The Federal Savings Bank maintains a strong presence in Westchester County with excellent customer satisfaction ratings. Michael D'Arcy and his team specialize in serving Montrose and surrounding Hudson Valley communities with personalized mortgage solutions. They are particularly noted for their competitive jumbo loan programs and exceptional service for first-time homebuyers, with numerous positive reviews highlighting their responsiveness and expertise throughout the loan process.

Experience:15 years
Reviews:375 customer reviews
660 White Plains Road, Suite 130, Tarrytown, NY 10591

Loan Types:

ConventionalFHAVAJumboRefinanceFirst-time Homebuyer
Visit Website
2

Howard Hanna Mortgage Services

Howard Hanna Financial Services

★★★★☆
4.8/5

Howard Hanna has established itself as a trusted regional mortgage lender with deep roots in Westchester County. Their Yorktown Heights office regularly serves Montrose clients with comprehensive mortgage services. They are particularly recognized for their construction lending expertise and government-backed loan programs, with many reviews praising their local market knowledge and smooth closing processes. The company maintains strong relationships with local real estate professionals throughout the Hudson Valley.

Experience:12 years
Reviews:285 customer reviews
3500 Hill Boulevard, Yorktown Heights, NY 10598

Loan Types:

ConventionalFHAVAUSDAConstructionRefinance
Visit Website
3

Tom Boniello

GuardHill Financial Corp.

★★★★☆
4.7/5

GuardHill Financial has been serving Westchester County for over two decades with a focus on personalized mortgage banking services. Located in nearby Elmsford, they actively serve Montrose homebuyers with competitive conventional and jumbo loan programs. The company is particularly noted for their in-house underwriting and portfolio lending capabilities, allowing for more flexible qualification criteria. Multiple reviews highlight their expertise with complex financial situations and investment property financing in the Hudson Valley market.

Experience:20+ years
Reviews:190 customer reviews
555 Taxter Road, Elmsford, NY 10523

Loan Types:

ConventionalJumboFHAVARefinanceInvestment Properties
Visit Website

Frequently Asked Questions

Common questions about mortgage lending in Montrose, NY

What are the typical down payment requirements for homes in Montrose, NY, given its competitive Westchester County market?

In Montrose's competitive market, many conventional loans require a 20% down payment to avoid private mortgage insurance (PMI), especially for single-family homes. However, first-time buyers may qualify for FHA loans with as little as 3.5% down or conventional loans with 3% down, though stronger offers often include higher down payments. Local lenders are familiar with structuring loans to make offers competitive in multiple-bid situations common in the area.

Are there any special mortgage or down payment assistance programs for first-time homebuyers in Montrose?

Yes, eligible buyers can access the New York State Homes and Community Renewal (HCR) programs, such as the Achieving the Dream Down Payment Assistance Loan, which offers up to $15,000. As part of Westchester County, Montrose buyers may also qualify for the County's HOME Program for down payment help. It's crucial to work with a lender approved by these state and county programs to navigate the application process successfully.

How do property taxes in the Hendrick Hudson School District impact mortgage qualification in Montrose?

Montrose's property taxes, which fund the highly-rated Hendrick Hudson School District, are a significant monthly expense and critically affect debt-to-income (DTI) ratios. Lenders will carefully calculate these taxes (typically thousands per year) into your monthly payment during pre-approval. It's common for buyers to qualify for a lower purchase price in Montrose than in other regions due to this high tax burden, so accurate tax estimates are essential from the start.

What should I know about getting a mortgage for a home near the Hudson River or in a flood zone in Montrose?

Properties in designated flood zones (like parts of Montrose near the river) require separate flood insurance, which your lender will mandate as a condition of the loan. This insurance premium must be included in your monthly escrow payment, affecting your overall housing cost. An early flood zone determination is vital, as it can influence both loan approval and the property's appraisal value.

Are jumbo loans common in Montrose, NY, and what are the specific requirements?

Yes, jumbo loans (exceeding the conforming loan limit of $1,149,825 for Westchester County in 2024) are frequently used in Montrose due to home prices. These loans typically require stronger financials, including excellent credit scores (often 700+), lower debt-to-income ratios, and larger cash reserves (sometimes 12+ months of payments). Local lenders with expertise in the Westchester jumbo market can offer competitive terms and navigate the stricter underwriting.

Mortgage Insights

Finding Your Perfect Fit: Why Local Mortgage Lenders in Montrose, NY Are a Homeb

Finding Your Perfect Fit: Why Local Mortgage Lenders in Montrose, NY Are a Homebuyer's Secret Weapon

Searching for "local mortgage lenders near me" in Montrose is more than just a convenience—it's a strategic move that can give you a significant edge in our unique Westchester County market. While online lenders and big banks are an option, partnering with a mortgage professional who has their boots on the ground in our community can make your journey to homeownership smoother, faster, and more informed.

The Montrose housing market, nestled along the Hudson River, presents a specific set of opportunities and challenges. From charming historic homes to newer constructions, property values here are influenced by our excellent school districts, river views, and commuter access to NYC. A local lender understands these nuances intimately. They can accurately assess property values in specific neighborhoods like the Montrose Station area versus more secluded streets, ensuring your appraisal process is handled by someone who truly knows the comps. This local expertise is invaluable when making a competitive offer in a market where well-priced homes can move quickly.

On a practical level, working locally simplifies the entire process. Your meetings can be in-person, allowing for clearer communication and the chance to build a real relationship. Documentation hand-offs are easier, and should any hiccups arise—like a unique clause in a Westchester County property report—your local lender has likely seen it before and knows exactly how to resolve it. They are also plugged into the network of local real estate attorneys, inspectors, and agents, which can help coordinate a seamless closing.

For New York State homebuyers, there are specific regional programs that a local Montrose lender is best positioned to navigate. They can expertly guide you through options like the SONYMA (State of New York Mortgage Agency) programs, which offer low down payments, competitive rates, and assistance for first-time buyers. They’ll know if you qualify for any Westchester-specific down payment assistance initiatives or how to structure your loan for a co-op, should you consider that route.

Your actionable advice starts with a simple list. Research and identify three to four reputable local lenders—credit unions with deep community roots, established local banks, and trusted independent mortgage brokers. In your initial consultations, ask them pointed questions: "How many loans have you closed in the Montrose 10548 zip code in the last year?" "What SONYMA or other state programs do you recommend for my financial situation?" "Can you walk me through the specific taxes and insurance considerations for a home in the Hendrick Hudson School District?"

Comparing their answers, rates, and fees will give you a clear picture. But remember, you're not just comparing numbers; you're choosing a partner. The right local lender becomes your advocate, using their community knowledge to demystify the process and help you secure not just a house, but your place in Montrose.

Nearby Cities

Explore mortgage lenders in cities near Montrose, NY

Why Choose a Mortgage Lender in Montrose?

Local Market Knowledge

Lenders who understand Montrose's housing market can offer better guidance and competitive rates.

Multiple Loan Options

Access to conventional, FHA, VA, USDA, and jumbo loans tailored to your financial situation.

Proven Track Record

Work with lenders who have years of experience and hundreds of satisfied customers in New York.

Ready to Find Your Perfect Mortgage Lender?

Connect with top-rated mortgage professionals in Montrose and get competitive rates on your home loan.