Bank Statement

What it is/ Who is it for

Here’s how the Bank Statement pre-qualification works

The Bank Statement Flow

Ready to see you options?

832-400-5093

What is a Bank Statement Mortgage?Use personal or business bank statements instead of W-2s/returns.Income = average eligible deposits minus an expense factor.Primaries & second homes; some programs allow investment.   Key GuidelinesStatements: 12–24 monthsDown payment: typically 10–20%Credit: many programs from 660+Reserves: 3–12 months PITIA (varies)Docs: ID, assets, housing history; no tax returns

Qualify with 12–24 months of deposits—no tax returns. We’ll do the math and guide you end-to-end.

Upload 12–24 months of personal or business bank statements—PDFs or secure bank link.

We exclude transfers & one-offs, then apply an expense factor (or CPA letter) to get usable income.

We calculate qualifying income and show programs, estimated payments, and reserve requirements.

Get a same-day pre-qualification in many cases, plus a short checklist to finish full approval.

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