Personal and Business Bank Statements

Our Personal and Business Bank Statements program is designed to accommodate borrowers who may not have traditional income documentation but can demonstrate their financial stability and ability to repay a loan through their bank statements. This program is especially beneficial for self-employed individuals, small business owners, and freelancers who often have substantial income that may not be reflected accurately in standard documentation like W-2s or tax returns.

Key Features of the Personal & Business Bank Statements Program:

Income Verification Through Bank Statements
  • Personal Bank Statements: Borrowers can provide a specified number of months of personal bank statements (typically 12-24 months) to verify their income.
  • Business Bank Statements: For business owners, we accept business bank statements over a similar period to assess the business’s cash flow and profitability.
Flexible Documentation Requirements:
  • No need for tax returns, pay stubs, or W-2s, making it easier for self-employed borrowers to qualify.
  • We analyze deposits and withdrawals to determine average monthly income, providing a realistic picture of the borrower’s financial health.
High Loan Amounts and Competitive Rates:
  • Suitable for high-value loans with competitive interest rates.
  • We analyze deposits and withdrawals to determine average monthly income, providing a realistic picture of the borrower’s financial health.
Customizable Loan Terms:
  • Various loan term options available to fit different financial strategies and goals.
  • Adjustable and fixed-rate mortgage options to cater to borrower preferences.
Ideal for Various Borrower Profiles:
  • Self-employed individuals with irregular income patterns.
  • Small business owners who reinvest earnings into their business.
  • Freelancers and gig economy workers with non-traditional income sources.

Benefits of Choosing Our Program:

  • Streamlined Process: implifies the loan application process by focusing on actual cash flow rather than traditional income documentation.
  • Enhanced Accessibility: Opens the door for borrowers who might not qualify under conventional loan programs.
  • Personalized Service: Our team works closely with brokers to tailor solutions that meet the unique needs of each borrower.
By utilizing our Personal and Business Bank Statements program, brokers can provide their clients with a flexible and accommodating pathway to homeownership, ensuring that more borrowers have access to the financing they need.