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NY State First-Time Buyers

The New York State loan for first-time buyers.

SONYMA is the state's homebuyer program — below-market fixed rates, low PMI, and down-payment assistance up to $30,000. Designed to help New Yorkers actually buy in New York. I'm a SONYMA-approved lender serving the Capital Region and NYC.

Why SONYMA works

The math that makes the mortgage possible

Four things SONYMA does that a standard loan can't — and why it's usually the right first move for a New Yorker buying their first home.

1%

Of your own funds

The rest of your down payment and closing costs can come from gift funds, grants, or SONYMA's own down-payment assistance loan.

$30k

Down-payment assistance

Forgivable second-loan up to $30,000 (DPAL Plus) or $15,000 (DPAL) — used for down payment and closing costs.

30-yr

Fixed rate, below market

SONYMA rates are set below the going conventional 30-year — a real, ongoing monthly savings, not a teaser.

1–4

Family properties

1-, 2-, 3-, and 4-family homes all eligible. Multi-family opens the door to house-hacking your way in.

Who qualifies

You don't have to be a first-time buyer.

SONYMA calls it "first-time," but the definition is broader than most people think. You qualify if any of the following is true:

You've never owned

You've never had ownership interest in a primary residence anywhere in the U.S.

Or — three years out

You haven't owned a primary residence in the last three years. Life happens. This counts.

Or — buying in a target area

Purchasing in a federally-designated target census tract? The three-year rule is waived entirely.

Also required: property must be your primary residence, income within the county limits below, and a homebuyer education course (SONYMA provides a free online one — takes an evening).

Two SONYMA doors

Achieving the Dream, or Low Interest Rate.

Same state agency, two flavors. Which one you use depends on your income and how much rate savings vs. flexibility you want. I'll pick the right door for you when we talk.

The lowest rate

Achieving the Dream

For lower-income first-time buyers

SONYMA's most subsidized program — the lowest fixed rate they offer. Tighter income limits, but if you fit, this is the best deal in New York State.

  • RateLowest SONYMA tier
  • Term30-year fixed
  • Own fundsAs little as 1%
  • DPAL / DPAL PlusUp to $15k / $30k
  • Income limitsTighter — see below
  • Property1–4 family, primary residence
Higher income limits

Low Interest Rate

For middle-income first-time buyers

Still below-market, but with meaningfully higher income limits — roughly 25% higher than Achieving the Dream. The right choice when your income is above the ATD cap.

  • RateBelow conventional 30-yr
  • Term30-year fixed
  • Own fundsAs little as 1%
  • DPAL / DPAL PlusUp to $15k / $30k
  • Income limitsHigher — see below
  • Property1–4 family, primary residence
Down-Payment Assistance Loan

Up to $30,000 toward down payment and closing costs.

DPAL is a 0% interest, 10-year forgivable second loan layered on top of your SONYMA first mortgage. You don't make monthly payments on it. If you stay in the home for 10 years, it's fully forgiven — you owe nothing back.

$15k

DPAL — Standard

Up to $15,000 or 3% of the purchase price, whichever is greater. Available on both Achieving the Dream and Low Interest Rate loans.

0% interest · 10-year term · forgiven if you stay 10 years.

$30k

DPAL Plus — Extended

Up to $30,000 or 10% of the purchase price, whichever is less. Available on Achieving the Dream. Same terms — 0% interest, forgivable over 10 years.

Layer DPAL Plus with the 1%-own-funds rule and you can buy with almost none of your own money at closing.

Income limits — Capital Region + NYC

Effective July 6, 2026.

SONYMA income limits are set by county and household size. Below are the two programs' non-target limits for the counties I lend in most. Target-area limits are higher — I'll tell you if the address you're buying qualifies as a target census tract.

Capital Region · Mohawk Valley

Achieving the Dream — non-target income limits
County1–2 person household3+ person household
Household size counts every person in the home, including children. Target-area limits (higher) apply in designated census tracts — ask me to check your address.

New York City

Achieving the Dream — income limits (all NYC counties are target areas)
County1–2 person household3+ person household
All five NYC counties are federally-designated target areas — the three-year non-ownership rule is waived, and the higher target-area income and purchase-price limits apply.

Purchase price limits

Effective July 6, 2026 · same for both SONYMA programs
PropertyCapital Region — non-targetCapital Region — targetNYC (all target)
1-family, new or existing$566,350$692,210$1,597,410
2-family, existing$725,140$886,280$2,045,320
3-family, existing$876,490$1,071,270$2,472,220
4-family, existing$1,089,340$1,331,410$3,072,530
Limits subject to change by SONYMA — these figures are effective for reservations accepted July 6, 2026 and until further notice.
SONYMA RemodelNY

Buy a home that needs work — in one loan.

RemodelNY is a purchase-side add-on that lets you finance the home and the repairs together, sized off the after-improved value. Same SONYMA rate as Achieving the Dream or Low Interest Rate — no rate bump for using RemodelNY.

Minimum repair

$1,000. No maximum — as long as total loan stays within county purchase-price limits.

Contingency reserve

10% required. Bumped to 15% if the home is vacant, up to 20% for higher-scope projects.

Loan sized off

The lower of after-improved value or (purchase price + repairs + soft costs). LTV works like a standard SONYMA loan.

Same rate

No rate bump for RemodelNY — you get the same below-market ATD or LIR rate.

DPAL still applies

Layer DPAL (up to $15,000) with RemodelNY. Reduces cash to close.

Draws + consultant

SONYMA administers renovation escrow and draws with a required consultant. I coordinate it end-to-end.

Important — SONYMA and refinancing

SONYMA cannot refinance an existing mortgage.

Federal law prohibits SONYMA from refinancing an existing loan. If you already own your home and want renovation money, we look at FHA 203(k) or a conventional cash-out refinance. If you don't own the home yet and it needs work, that's when RemodelNY fits — rolled into your SONYMA purchase.

The fine print — plain English

SONYMA underwriting, from top to bottom.

The rules that decide whether SONYMA works for you. Read them so nothing surprises you at closing. If any single line is a "wait, what?" — call me and I'll walk you through it.

Credit & AUS

DU or LPA Approve/Eligible required. Minimum 3 active tradelines with 12+ month history. Max DTI 45% AUS · 43% manual.

Student loans

$0 IBR payments don't count as zero — SONYMA uses 1% of the balance as the qualifying payment. Documented IBR > $0 is fine. Excludable only if a third party has paid it for 12 months.

Non-occupant co-borrowers

Not allowed. All borrowers on the note must live in the home.

Occupancy

Must occupy as primary residence within 60 days of closing. Post-close audits happen — SONYMA takes this seriously.

Household income

Every adult (18+) living in the home has their income counted against the county cap, even if they aren't on the loan. Qualifying (DTI) income is separate — only the borrowers on the note.

Own-funds rule

1% of purchase price from your own bank statements on 1-family homes; 3% on 2–4 family. DPAL and gifts don't count toward this — has to be your money.

LTV / CLTV

Max 97% LTV on the first mortgage. Max 103% CLTV with DPAL / DPAL Plus stacked on top.

Appraisal

Full appraisal always required. No waivers, no exterior-only. Condos/co-ops must be on the SONYMA-approved project list.

Property flipping

Ineligible if seller has owned less than 90 days. From 91–180 days, if the price jump is ≥100%, a second independent appraisal is required.

Mortgage insurance (BPMI) — required coverage by LTV

Borrower-Paid Monthly PMI only — no lender-paid, no single-premium, no custom-reduced coverage
Loan-to-valueStandard MI coverage
95.01% – 97.00%35%
90.01% – 95.00%30%
85.01% – 90.00%25%
80.01% – 85.00%12%
80.00% or lessNo PMI
MI is monthly, cancellable when equity reaches the standard thresholds. Must be issued by a SONYMA-approved insurer (Enact, Radian, Essent, MGIC, National MI).
DPAL & DPAL Plus — the full rules

How the assistance actually gets sized.

SONYMA can't pay you cash back at closing — DPAL is sized to the exact gap left in your transaction after you apply your own funds and any outside grants. Here's how the math is run, and what DPAL is allowed to cover.

The DPAL formula

How much you get

Sized dollar-for-dollar to the remaining gap

Underwriting starts with the maximum DPAL cap, then reduces it if any outside assistance or seller credit would otherwise create cash back to you at the closing table. Your out-of-pocket ends at your mandatory 1% (or 3%) own-funds contribution — no more, no less.

  • Standard DPAL cap$15,000 or 3% of price
  • DPAL Plus cap$30,000 (if HH income ≤ 80% AMI)
  • Rate / term0% interest, 10-yr forgivable
  • Trigger to repaySell / refi in first 10 years
  • Cash back at closing$0 — reduced dollar-for-dollar
  • Stacks with grants?Yes — grants applied first, then DPAL fills the gap
What DPAL can & can't cover

Eligible uses

Third-party fees, financing costs, and prepaids

DPAL is designed to cover the actual cost of getting the loan done — every legitimate line item on the Closing Disclosure. What it can't do is replace your own money or pay off other debt.

  • ✅ Third-party feesAppraisal · title · survey · recording
  • ✅ Financing feesOrigination · underwriting · discount points
  • ✅ Prepaids & escrowHazard · taxes · PMI · prepaid interest
  • ❌ Your 1% (or 3%)Must be your own funds
  • ❌ Debt payoffsNo credit cards, cars, or 2nd liens
  • ❌ Cash backEver
Seller concessions — the interaction

Seller credits are capped, and they shrink your DPAL.

Max seller concession: 3% of price if LTV > 90%, or 6% if LTV ≤ 90%. Whatever the seller pays reduces your remaining gap — and DPAL is sized to whatever's left. You still owe your 1% (or 3%) own funds regardless.

Multi-family & RemodelNY overlays

Extra rules for 2–4 family + rehab deals.

2-family own funds

3% of purchase price from your own bank statements — not 1%. Gifts and DPAL don't count toward it.

3–4 family

Same 3% own-funds rule, plus a SONYMA-approved landlord education course before closing. NYS landlord-tenant law is no joke — the class is worth it anyway.

Rental income to qualify

If you're using projected rent to help you qualify: appraiser must fill out Form 1007, only 75% of gross rent counts, and 6 months of PITIA reserves are mandatory (no AUS waivers).

RemodelNY math

County purchase-price limit is measured against the after-improved value (price + rehab + contingency). Don't blow past the cap on a big rehab.

RemodelNY contingency

10% minimum. 15% mandatory if any utilities (water, gas, electric) are off at the initial appraisal. Up to 20% for higher-scope projects.

Contractor licensing

NY has no statewide GC license — the contractor must hold the local municipal HIC license (NYC DCWP, Nassau Consumer Affairs, Westchester Consumer Protection, etc.), $1M+ liability insurance with NAF as additional insured, and NY worker's comp.

Trades

Electrical and plumbing work must be done by a licensed master in the local municipality — a Home Improvement license alone doesn't cover it.

Inspections

Feasibility study up front, structured draw schedule during, and Form 1004D final inspection before renovation escrow closes.

Refinance existing SONYMA?

Only rate/term (no cash-out) is available, and cash back is capped at the lesser of 2% of the loan or $2,000. RemodelNY refinances (existing SONYMA + rehab) are also available with the standard 10–20% contingency.

Universal documents I'll need

The minimum set to open a SONYMA file. If any of these are missing we can't submit.
Government IDDriver's license (front & back) for every borrower
Credit consentVerbal consent to pull tri-merge — no signed authorization needed
Bank statementsLast 2 months, consecutive, all pages, showing seasoned own funds
Homeowners insuranceQuote in hand before closing
SONYMA formsRecapture Notification & Mortgagor's Affidavit (Form 211) — I prepare, you sign
Household income docsW-2s, paystubs, tax returns, and 4506-C for every adult in the home (borrower or not)
The process

Four steps from "can I?" to keys.

1 · Eligibility call

20 minutes on the phone. I confirm income, household, first-time status, and whether your target address qualifies for target-area limits.

2 · Homebuyer education

SONYMA requires a free online course before closing. It's an evening. I'll send you the link — knock it out early.

3 · Pre-approval + reservation

I underwrite your file and reserve your SONYMA rate with New York State — locks in the below-market rate while you shop.

4 · Offer, appraise, close

You shop with a real pre-approval in hand. DPAL is set up in escrow. Standard 30–45 day close from accepted offer.

Areas served

Where I close these loans.

Licensed across New York State — with deep roots in the Capital Region and select NYC neighborhoods.

Don't see your town? Reach out — I lend statewide. Or see every Capital Region town.