Cowen's Corner-Mortgage Market Update: Thanksgiving and Conforming Loan Limits

December 2, 2025
Hope you and your family had a wonderful Thanksgiving holiday. We’ve been lucky enough to have Brendan’s girlfriend and her 15-ish-week-old German Shorthaired Pointer, Hank, staying with us. Hank is a disaster, in the most predictable GSP-puppy way. If he’s awake (which is most of the time), he’s into something. The blessing in all of this is the reminder of just how much work puppies are, so when Cindy has another “great idea,” I can shut that down pretty quickly.
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2026 Conforming Loan Limits Update*

The FHFA released the 2026 conforming loan limits late Tuesday. The new limit will be $832,750, a 3.2 percent year-over-year increase. A first-time buyer can now put as little as 3 percent down on a home priced at $858,505.

High-balance limits for high-cost markets are now set at $1,249,125. A buyer can purchase up to $1,314,900 with as little as 5 percent down.

From a down payment perspective, these changes are positives for the market, especially for buyers who haven’t been able to accumulate a large amount of cash. We will likely begin taking applications at these new limits early next week.

Market Notes

It was a quiet week in the markets, with rates settling in near recent lows. This week we’ll hear from a few Fed governors, so the market will be looking for clues ahead of the next FOMC meeting on the 9th and 10th, including any signals on the likelihood of a short-term rate cut. We won’t get fresh inflation data before the meeting, but this Friday we will see the October JOBS report. Continued weakness in job growth could play a key role in the Fed’s decision. We will see.

Enjoy the rest of the holiday weekend, and please don’t hesitate to reach out with any mortgage related questions or needs.

-Steve-

*All loans are subject to credit approval and program guidelines. Rates, terms, and availability are subject to change without notice. Minimum down payments, loan limits, and eligibility requirements vary by program and location. This communication is for informational purposes only and is not a commitment to lend.

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About the Company

Potomac Bank, Inc., a wholly owned subsidiary of Potomac Bancshares, Inc., was founded in 1871 as Bank of Charles Town and renamed Potomac Bank on November 3, 2025. The Company’s total assets were $976 million as of March 31, 2026. The Bank conducts operations through its nine-branch network and one loan production office serving the Eastern Panhandle of West Virginia, Washington County, Maryland, and Northern Virginia. The Bank offers comprehensive financial solutions through its consumer and commercial banking divisions, Trust, Wealth, and BCT Investments divisions, and its Residential Lending mortgage division. The Bank is also proud to serve its communities as a Small Business Administration (SBA) Preferred Lender. Over the past several years, the Bank has received numerous awards and recognitions, including American Banker’s “Top 200 Community Banks” and “Best Banks to Work For”, the Journal-News “Best of the Best” award, and the LoudounNow “Loudoun’s Favorite” award. 

The Company's shares are quoted on the OTCID marketplace under the symbol "PTBS." For more information about the Bank, please visit our website at www.potomac.bank.

Media Contact
Bryan Decker
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