Mortgage for Self-Employed Borrowers Without Tax Returns


Mortgage loans provide financing for entrepreneurs who want to buy a home or to refinance.

Prior to funding, a borrower’s income and assets are verified to ensure affordability.

Knowing where to apply for a mortgage for self-employed borrowers could determine whether a loan approval or a denial is issued.

Affordable Debt Ratio

Conventional mortgage guidelines limit 28% of a borrower’s gross monthly income for an affordable monthly housing payment. A borrower’s total monthly debt cannot exceed 36% of their gross monthly income.

VA and FHA total debt-to-income ratios are set at 41% and 43%, respectively. 

A variety of compensating factors, such as a low loan-to-value, a down payment of 25% or more, excess financial reserves or a superb credit score may be considered to exceed the standard debt ratio guidelines.

Traditional Income Documents 

Mortgage industry guidelines have specific income requirements for conventional loans and for government-backed loans.

Generally, a mortgage lender will request copies of several recent pay stubs, W-2’s and tax returns for the past two years.

Alternative loan programs or a mortgage for self-employed borrowers without tax returns or traditional income documents may be used to buy a home in Arizona, California or Colorado.

Non-Qualified Mortgage Loans

Non-QM loans offer flexible guidelines for self-employed borrowers.

Used for purchase and refinance transactions, Non-QM loans do not conform to Fannie Mae or Freddie Mac requirements.

Non-QM loans often facilitate financing for a home buyer in situations where traditional lenders won’t fund a mortgage for self-employed borrowers. 

Debt Service Coverage Ratio Loans

DSCR loans are ideal for real estate investors.

Designed to provide financing for income-producing properties, a DCSR mortgage for self-employed borrowers without tax returns is a game-changer.

To meet the income requirements for a DSCR loan, a property must have sufficient cash flow to cover the subject property’s debt service versus using an investor’s personal income.

Bank Statement Mortgage Loans

Bank statement mortgage loans are a popular option among self-employed borrowers.

A business owner might generate enough revenue to pay for a home mortgage loan.

However, after writing off various operating expenses, the owner’s bottom line may be unable to support a monthly mortgage payment.  

A bank statement mortgage loan enables the borrower to use a portion of the annual deposits toward qualifying income. 

Apply for a Mortgage for Self-Employed Borrowers

Without tax returns or W-2’s, a self-employed borrower might forgo applying for a mortgage loan.

Although, there’s good news!

Obtaining a home loan via a variety of specialty lending resources could help a business owner secure an affordable mortgage.

Mindful Money offers attractive financing for borrowers in Arizona, California and Colorado.

Inquire now about a mortgage for self-employed borrowers.

Apply online for faster support. 

Schedule a call with Samantha Cooley for more details.

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