Lending Lakesnon-QM & investor lending

🏦 Bank Statement Loans

Self-employed? Your bank statements are your pay stubs.

Bank statement loans qualify self-employed borrowers on real cash flow: 12 or 24 months of personal or business bank statements, with an expense factor applied, instead of the tax returns that write-offs have hollowed out. If your deposits are strong but your Schedule C looks like a rounding error, this is your lane.

Is this you?

Bank Statement Loans tend to be a great fit for…

  • Business owners and contractors with 2+ years of self-employment
  • Borrowers whose tax returns understate income because of legitimate write-offs
  • Buyers purchasing a primary home, second home, or investment property
  • High-deposit, low-taxable-income earners (agencies, trades, e-commerce, consultants)
My business deposits $40k a month but my tax return says I made $60k last year. Am I stuck?
Not even a little. A bank statement program reads your deposits — with a reasonable expense factor — as your income. That gap between real cash flow and taxable income is exactly what this loan exists for.

Questions investors actually ask

Bank Statement Loans: straight answers

Personal or business bank statements?

Either, typically. Business statements usually get an expense factor applied (a percentage haircut representing operating costs, sometimes adjustable with a CPA letter); personal statements often count qualifying deposits more directly. We’ll run both ways and use whichever qualifies you stronger.

What counts as a deposit — and what doesn’t?

Regular business revenue counts. Transfers between your own accounts, loan proceeds, and one-off windfalls generally don’t. Underwriters average eligible deposits over the statement period, so consistency matters more than any single big month.

Do I need to be incorporated?

No — sole proprietors, LLCs, S-corps, and 1099 contractors can all fit. What programs generally want is a two-year self-employment track record, which can often be documented with a CPA letter, business license, or filing history.

Can I use this for a primary residence?

Yes — unlike DSCR loans (investment-only), bank statement loans commonly cover primary homes and second homes too. Same light documentation, your own front door.

Not sure if bank statement loans fit your deal?

That’s literally what the team is for. One text, all your options side by side, zero pressure to move forward.