@itsjontaw — Mortgage Broker
BANK STATEMENT · 49 STATES 

BANK STATEMENT LOANS
FOR SELF-EMPLOYED TEXAS BUYERS.

Your deposits, your real income.

If your Schedule C makes you look broke on paper, conventional underwriting will punish you for being a good business owner. Bank statement loans qualify you on what actually hits your account — 12 or 24 months of deposits — not the number your CPA worked hard to shrink. I run these files every week. Bring me yours.

NMLS# 2607503140+ lenders24-hour pre-approvals
How it works

DEPOSITS IN. Income out.

A conventional lender opens your tax return, sees the bottom-line profit after every legitimate deduction, and uses that as your income. For a business owner who writes off vehicles, equipment, home office, and travel, that number is a fraction of what's really moving through the business.

A bank statement loan throws that approach out. The lender averages your business deposits over 12-24 months, applies an expense ratio to estimate true take-home income, and qualifies you on that number. No Schedule C punishing you for running your business the smart way.

Picking the right lender's expense ratio rules can change your qualifying income by thousands a month. That's what a broker does. That's what I do.

Run your numbers

WHAT WOULD YOU qualify on?

Move the sliders — average monthly deposits and your expense ratio. The qualifying income updates live.

Bank statement income

See what you qualify for.

Bank Statement loans qualify on deposits, not tax returns. Lower expense ratio = more qualifying income.

$300,000
50%
Your qualifying income
$12,500 / mo
  • Qualifying annual income$150,000
  • Estimated max loan @ 36% DTI$643,579

Illustrative only. Actual qualifying income depends on lender, expense ratio method, statement type (business vs personal), and reserves. I'll run your real bank statements through the right lender on a 15-min call.

Process

HOW YOUR FILE GOES.

01

Send statements.

12 or 24 months from your business account. I'll tell you which one works in your favor.

02

Match to lender.

I pick the lender whose expense ratio rules show the most of your real income.

03

Pre-underwrite & close.

Real pre-approval letter, typically within 24 hours of documents in. 21-day average to clear-to-close.

FAQ

BANK STATEMENT, ANSWERED.

Self-employed business owners, 1099 contractors, and commission-paid pros whose tax returns understate real income because of legitimate business write-offs.

Most lenders look at 12 or 24 months. The longer window often produces a more favorable qualifying income because it smooths out slow months.

Typically 620+ credit and 10% down. Stronger files can get to 90% LTV; weaker files may need 15-20% down. Exact terms depend on the lender and your file.

Usually 1-2% higher than conventional, because the loan serves a file conventional was never built for. The play is to use a bank statement loan to get in now and refinance later when your situation lets us.

Most lenders want a 2-year self-employment history, but I have programs that accept 1 year with strong compensating factors. Bring me the file.

Yes. They're widely available across Texas. Texas has stricter rules around cash-out and home equity than most states, so it pays to work with someone who knows the local quirks.

It's not if - it's when

Let's talk.
Fifteen minutes.

Bring me your file - even if three other brokers said no. We'll run the numbers, structure it right, and figure out the path. No pressure, no script.

Most popular

Book a 15-min call

I'll review your situation and tell you straight what's possible. Same-day slots usually open.

Pick a time
For DIYers

Apply online

Full secure application in ~12 minutes and document submission, if turned in before 12pm. I'll have a pre-approval letter in your inbox tomorrow morning.

Start application
(469) 780-1155NMLS #2607503Bank-level encrypted application
JT

Jon Taw · Mortgage Broker & Advisor

NMLS #2607503 · Last updated May 2026