Self-Employed & Bank Statement

Self-Employed Mortgages and Bank Statement Loans in Las Vegas

Your accountant did their job. You wrote off what you were entitled to write off, your taxable income came down, and that is the entire point of hiring a good accountant. Then a W-2 underwriter opened the same return and read it as "does not earn enough." Both of those things are true at once, and only one of them is a problem.

12/24moBank-Statement Periods
0Tax Returns, Most Programs
P&LQualifying Option
1099Qualifying Option

What a bank statement loan actually is

It qualifies you on money that landed in your account instead of on the income line of a tax return. Typically 12 or 24 months of personal or business bank statements. The lender totals the deposits, applies an expense factor to account for the cost of running the business, and uses the result as your income. No tax returns on most programs. No W-2. It is not a loophole, it is a documented, fully underwritten loan that simply measures income a different way.

The other ways to get there

  • P&L only. A CPA-prepared profit and loss statement, sometimes with a couple of months of statements to support it.
  • 1099 only. If you are paid on 1099s, some programs use the gross with an expense factor and skip the return entirely.
  • Asset depletion. If you are asset heavy and income light, some lenders will convert a qualifying asset balance into an income stream on paper.
  • And sometimes, honestly, plain agency. If your returns are stronger than you think, conventional is cheaper and I will tell you.

The trade you are making

These programs price higher than agency. That is the deal. What you are buying is qualification you would not otherwise have, or a purchase price that actually reflects your business. Whether that trade is worth it is a math question, not a sales question, and it is one we run before you apply. If agency wins for you, agency wins, and I will say so.

The honest version

Who this fits, and who it does not

Who this fits

  • Business owners with two or more years of self-employment
  • Contractors, consultants and licensed professionals paid on 1099
  • Anyone declined by a bank that only looked at line 31 of a Schedule C
  • Real estate agents and loan officers, which is its own recurring version of this problem
  • Buyers whose income is genuinely strong and genuinely hard to document

Who this does not fit

  • Under a year in business. Almost every program wants a track record.
  • Someone whose deposits do not actually support the payment. The program changes how income is measured, it does not invent income.
  • Someone whose tax returns already qualify them comfortably. Do not pay a non-QM rate for a loan agency would have done.
Before we start

What you will need

Common Questions

What business owners ask me.

On most bank statement and 1099 programs, no. That is the whole point of them.

12 or 24, depending on the program and how the file looks. 24 months usually prices better.

The percentage a lender assumes it costs to run your business, deducted from your deposits before they call the rest income. It varies by industry and by lender, and it can often be lowered with a CPA letter. Getting this right is most of the work.

No. A decline is one lender's answer under one set of guidelines, it is not a permanent record. Most of the self-employed files I close were declined somewhere else first.

Your business income

Let us run the math before you apply.

Whether a bank statement program beats agency for you is a math question, not a sales question. We run it first. If agency wins, agency wins, and I will say so.