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Funding Program

Bank Statement Loans

Loan options for self-employed borrowers who may qualify based on deposits instead of traditional tax-return income.

Who This Is Best For

Borrowers with strong deposits but tax returns that do not reflect their true cash flow.

How Review Works

Bank-statement loan review focuses on documented deposit history as an alternative way to evaluate income for eligible self-employed borrowers. Joe reviews the statement history, business profile, property transaction, credit and available assets.

What Matters Most

Deposit consistency, the lender's treatment of business expenses, account ownership, credit profile, reserves and the property transaction all affect how a bank-statement scenario may be evaluated.

Program Guide

Bank Statement Loans: Quick Answer & Review Factors

Quick Answer

Bank statement loans can allow eligible self-employed borrowers to document income using qualifying bank deposits rather than relying only on traditional tax-return income. Calculation methods vary by lender and program.

How To Think About Fit

Personal and business bank statement programs can be evaluated differently. Transfers, unusual deposits and business expenses may require explanation or adjustment under the provider's calculation method.

Documentation To Expect

A complete statement history and property documents are typically important. The provider may also request business verification, asset records and explanations for deposit patterns or other items relevant to underwriting.

A suggested funding path is not an approval. Final eligibility, documentation, terms and funding decisions are subject to the applicable provider and program requirements.

Common Uses

Common Uses For Bank Statement Loans

Business owners

Bank Statement Loans may be reviewed for this type of funding purpose depending on qualifications, documentation, and lender guidelines.

1099 earners

Bank Statement Loans may be reviewed for this type of funding purpose depending on qualifications, documentation, and lender guidelines.

Self-employed borrowers

Bank Statement Loans may be reviewed for this type of funding purpose depending on qualifications, documentation, and lender guidelines.

Commission income

Bank Statement Loans may be reviewed for this type of funding purpose depending on qualifications, documentation, and lender guidelines.

Alternative documentation

Bank Statement Loans may be reviewed for this type of funding purpose depending on qualifications, documentation, and lender guidelines.

Non-traditional income

Bank Statement Loans may be reviewed for this type of funding purpose depending on qualifications, documentation, and lender guidelines.

Related Programs

Related Funding Options

FAQ

Bank Statement Loans Questions

What is Bank Statement Loans?

Bank statement loans can allow eligible self-employed borrowers to document income using qualifying bank deposits rather than relying only on traditional tax-return income. Calculation methods vary by lender and program.

What information matters for Bank Statement Loans?

Deposit consistency, the lender's treatment of business expenses, account ownership, credit profile, reserves and the property transaction all affect how a bank-statement scenario may be evaluated.

Can I ask Joe about my situation before applying?

Yes. Text Joe Direct at (872) 228-5250 or use the Deal Match Engine™ to identify a suggested funding path before submitting a full request.

Text Joe Direct - (872) 228-5250