Alternative Income Programs

Bank Statement – P&L Only
A Mortgage for the Self-Employed

Perfect for self-employed borrowers that have issues proving income with full documentation. We can qualify with bank statements or P&L and use asset allowance to get you into a home.

$6M+
Max Loan Amount
90%
Max LTV
660
Min FICO Score
No Tax Returns
Required
No Tax Returns Necessary

Qualify with Bank Statements or P&L Only

With multiple income calculation methods, BluEleven helps self-employed borrowers maximize their business earnings to qualify for our industry-leading bank statement program. Own multiple businesses? No problem. We can even include a spouse's W2 income if needed—no tax returns required!

No Tax Returns Required

Qualify using bank statements or CPA-prepared P&L statements instead.

Loan Amounts Up to $6,000,000

Substantial financing power for primary residences, second homes, and investments.

Include Spouse's W2 Income

Combine business income with spouse's W2 earnings — no tax returns needed.

Our Programs

Bank Statement & P&L Loan Options

Choose the program that best fits your financial situation and homeownership goals.

Optima

Optima

Qualify with 12- or 24-month bank statements
Qualify with P&L only. Include assets if needed.

  • Loans from $300K to $6M
  • Up to 90% LTV
  • Min. FICO score: 660
  • I/O payment option available
  • Primary residences, second homes, or 1‐4 unit investment properties
Apply for This Program →
Optima Plus

Optima Plus

Qualify with 12- or 24-month bank statements
Qualify with P&L only. Include assets if needed.

  • Loans from $300K to $3M
  • Up to 85% LTV
  • Min. FICO score: 660
  • I/O payment option available
  • Primary residences, second homes, or 1‐4 unit investment properties
Apply for This Program →

If you can dream it — you can own it

Second Home or Investment Property

Oceanfront Paradise

Wake up to breathtaking ocean views in your dream beachfront retreat.

Mountain Serenity

A cozy cabin in the mountains — your perfect escape from the everyday.

Luxury Getaway

From beachfront to mountain views — your dream vacation home awaits.

With BluEleven's amazing Bank Statement programs, we make it easier than ever for self-employed borrowers to qualify without the hassle of tax returns. Whether it's a cozy cabin, a beachfront retreat, or a luxury getaway, we're here to turn your vision into reality.

Common Questions

Frequently Asked Questions

How do bank statement loans work for self-employed borrowers?

Bank statement loans use 12-24 months of personal or business bank statements to calculate qualifying income. Instead of tax returns, lenders average your monthly deposits to determine your income. This is ideal for self-employed borrowers who write off significant business expenses.

What's the difference between Optima and Optima Plus?

Optima offers loans from $300K to $6M with up to 90% LTV. Optima Plus offers loans from $300K to $3M with up to 85% LTV. Both programs accept bank statements or P&L only, have a 660 minimum FICO, and offer interest-only options. Both cover primary residences, second homes, and 1-4 unit investment properties.

Can I use a P&L statement instead of bank statements?

Yes! Both Optima and Optima Plus allow qualification with a CPA-prepared P&L statement only. You can also include assets if needed to strengthen your application.

What credit score do I need?

Both Optima and Optima Plus require a minimum FICO score of 660. Higher credit scores may qualify for better rates and terms.

Can I buy a second home or vacation property?

Absolutely! Our Bank Statement programs cover primary residences, second homes, and 1-4 unit investment properties. Whether it's a beachfront retreat or a mountain cabin, you can qualify without tax returns.

Can I include my spouse's income if they are a W2 employee?

Yes! We can include a spouse's W2 income alongside your self-employed income — no tax returns required for either of you.

What if I own multiple businesses?

No problem. We can combine income from multiple businesses using bank statements or P&L statements from each entity.

Ready to Qualify Without
Tax Returns?

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Who Should Become a Loan Officer and Why?

Insurance Agents

Insurance agents already have a strong client base seeking financial security. By becoming a loan officer, they can offer mortgage solutions alongside insurance products, creating more value for clients and increasing their earnings through commission-based loan closings. Their expertise in risk assessment and financial planning makes them well-suited for this role.

Realtors

Realtors thrive on home sales and adding mortgage origination to their services can provide a seamless experience for clients. By becoming a loan officer, they gain control over the financing process, reduce deal fallout, and unlock an additional revenue stream. This dual role strengthens client relationships and enhances their ability to close transactions faster.

Wealth Management Advisors

Wealth advisors guide clients on financial growth and stability, making mortgage lending a natural extension of their expertise. By offering tailored financing solutions, they help clients leverage assets, optimize debt, and structure real estate investments wisely. This not only strengthens client trust but also diversifies their service offerings, increasing long-term revenue potential.

Want to become a partner?