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Oaks, PA

The Best Mortgage Lenders in Oaks, PA

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

3
Top Lenders
4.7
Avg Rating
950+
Reviews
10
Loan Types

Available Loan Programs in Oaks

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

Featured Mortgage Lenders

1

TruMark Financial Mortgage Team

TruMark Financial Credit Union

★★★★☆
4.8/5

TruMark Financial is one of the most highly-rated credit unions serving the Oaks area with exceptional customer satisfaction ratings. As a not-for-profit financial institution, they offer highly competitive mortgage rates and personalized service. Their mortgage team specializes in first-time homebuyer programs and offers comprehensive guidance through the entire home financing process. With deep roots in Montgomery County and extensive local market knowledge, they provide exceptional value to homebuyers in the Oaks community.

Experience:15 years
Reviews:350 customer reviews
500 Spring Mill Avenue, Conshohocken, PA 19428

Loan Types:

ConventionalFHAVAJumboRefinanceFirst-time Homebuyer
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2

First Heritage Mortgage

First Heritage Mortgage, LLC

★★★★☆
4.7/5

First Heritage Mortgage is a highly-regarded local mortgage lender with strong presence throughout Montgomery County. They consistently receive top ratings for their responsive service, competitive rates, and efficient closing processes. The company specializes in personalized mortgage solutions and has extensive experience with the local Oaks and Greater Philadelphia area real estate markets. Their team of experienced loan officers provides comprehensive guidance and maintains excellent communication throughout the loan process.

Experience:12 years
Reviews:200 customer reviews
630 Freedom Business Center Drive, Suite 301, King of Prussia, PA 19406

Loan Types:

ConventionalFHAVAUSDAJumboConstructionInvestment Properties
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3

Newrez Local Mortgage Office

Newrez LLC

★★★★☆
4.6/5

Newrez is a nationally recognized mortgage lender with strong local presence serving the Oaks area through their Philadelphia regional office. They offer a wide range of mortgage products with competitive pricing and have built a reputation for reliable service and efficient processing. With decades of collective experience among their loan officers, they provide expert guidance on conventional loans, government-backed programs, and specialized financing options. Their extensive resources and technology platform ensure smooth transactions for Oaks area homebuyers.

Experience:20 years
Reviews:400 customer reviews
1600 John F. Kennedy Boulevard, Philadelphia, PA 19103

Loan Types:

ConventionalFHAVARefinanceJumboHELOCInvestment Properties
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Frequently Asked Questions

Common questions about mortgage lending in Oaks, PA

What are the typical down payment requirements for a home in Oaks, PA, given the local market?

In Oaks, the median home price is above the national average, so down payments typically range from 5% to 20%. For a conventional loan, 20% is ideal to avoid private mortgage insurance (PMI), but many local lenders offer programs with as little as 3-5% down. It's important to note that the competitive nature of the Philadelphia suburbs often makes a stronger down payment offer more attractive to sellers.

Are there any special first-time homebuyer programs or grants available specifically in Montgomery County, PA?

Yes, the Montgomery County Homeownership First Program (HFP) offers down payment and closing cost assistance to eligible first-time buyers in Oaks. This is a deferred, no-interest loan of up to $10,000. Additionally, the Pennsylvania Housing Finance Agency (PHFA) offers the Keystone Home Loan program and the Keystone Government Loan, which provide competitive rates and down payment assistance to qualified buyers in the area.

How do property taxes in Upper Providence Township (Oaks) impact my mortgage qualification and monthly payment?

Property taxes in Upper Providence Township are a significant component of your monthly mortgage payment, as they are escrowed by the lender. Montgomery County has relatively high property tax rates, which can affect your debt-to-income ratio during qualification. It's crucial to factor in an estimated annual tax bill of approximately 1.5% to 2% of the home's assessed value when calculating your total monthly housing cost.

What type of home appraisal challenges are common in the Oaks, PA, housing market?

Appraisals in Oaks can sometimes present challenges due to the mix of older, established neighborhoods and newer townhome developments. Appraisers must find comparable sales ("comps") that are truly similar, which can be difficult in a diverse market. This is especially relevant for unique properties or recent renovations, where an appraisal gap—where the appraisal comes in below the offer price—is a possibility buyers should be prepared for.

Does living near the Philadelphia Premium Outlets or in a flood zone like the Schuylkill River area affect my mortgage options in Oaks?

Yes, both factors can influence your mortgage. Proximity to the outlets is generally positive for property value but does not directly affect loan terms. However, if a property is in a designated FEMA flood zone, your lender will require flood insurance as a condition of the loan, which becomes a mandatory part of your monthly escrow payment and adds to your overall housing cost. Always check the official FEMA flood maps for a specific property.

Nearby Cities

Explore mortgage lenders in cities near Oaks, PA

Why Choose a Mortgage Lender in Oaks?

Local Market Knowledge

Lenders who understand Oaks'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 Pennsylvania.

Ready to Find Your Perfect Mortgage Lender?

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