Is The Center of Your Family

Multiple Income Options

Full Doc

W-2 & Filed Tax Return

  • Ideal for salaried or hourly wage earners.
  • Requires W-2 forms, pay stubs, and filed tax returns.
  • Best for borrowers with stable and verifiable income.
  • No YTD paystub needed*

Bank Statement

Self-Employed

  • Designed for self-employed individuals and business owners.
  • Uses 12-24 months of personal or business bank statements.
  • No tax returns or W-2s required.
  • Great option for those with fluctuating income.

DSCR

Investor Loan (Rentals)

  • Vacant Properties Allowed*
  • Gift Funds Allowed
  • Can use current rent if higher than 1007
  • AirBNB / Short-Term Rental Ok
  • Recently listed allowed
  • 2-4 Units up to 80% LTV
  • 80% LTV up to $1.5 million
  • Down to 0.75 DSCR – pricing still great
  • First-time investors allowed
  • No sourcing large deposits

Stated Income

No W-2 or Tax Returns required

  • A flexible option for borrowers who may not have traditional income documentation.
  • No tax returns or bank statements required.
  • Typically requires a higher down payment and credit score.
  • Perfect for business owners, freelancers, or retirees with non-traditional income sources.

Profit & Loss Only

Investor Loan (Rentals)

  • No bank statements needed
  • PTIN allowed
  • P&L  reviewed – not filed
  • 12 month self employment

Asset Depletion

Divide by 60 Months

  • Ideal for high net worth individuals
  • Retired borrowers
  • Additional Compensating factor

Program Highlights

Expanded-Prime

Borrowers at least 4 years past a housing event. Loan-to-Value up to 90%

  • Credit scores down to 660
  • LTVs up to 90%, No MI
  • Loan amount up to $3.5 million
  • DTI up to 50%
  • Standard Full Doc, 1-year P&L, and Self-Employed Bank Statement options (12 and 24 months) 
  • Second homes and investment properties 
  • Cash-out solutions to unlock equity or consolidate debt
  • 30-year interest only and 40-year interest only options

Non-Prime

Flexible solutions for borrowers recovering from recent credit impairments

  • Credit scores down to 620
  • LTVs up to 80%, No MI
  • Loan amounts up to $1.5 million
  • DTIs up to 50%
  • Standard Full Doc, 1-year P&L, and Self-Employed Bank Statement options (12 and 24 months) 
  • Second homes and investment properties 
  • Cash-out solutions to unlock equity or consolidate debt
  • 30-year interest only and 40-year interest only options

DSCR

Borrowers looking to qualify based on property income

  • Credit scores down to 660
  • LTVs up to 80%
  • 1-4Units
  • Ability to vest in name of LLC or corporation 
  • Loan amounts up to $2.5 million
  • No borrower income or employment information required
  • Interest-only options to maximize property cash flow
  • cash-out  solutions to unlock equity or consolidate debts
  • 0-6 months ownership seasoning options to use the appraised value. 

Personal & Business Bank Statement

Solutions for self-employed borrowers and small business owners

  • Both 12 & 24 months options
  • Credit score down to 620
  • LTVs up to 90% 
  • Loan amounts up to $3.5 million
  • DTI up to 50%
  • Standard Full Doc, 1-year P&L, and Self-Employed Bank Statement Option (12 and 24 months)
  • Second homes and investment properties 
  • Cash-out solutions to unlock equity or consolidate debt
  • 30-year interest only and 40 year interest only options

Asset Utilization

Solutions for high net worth borrowers, retired individuals, or those with meaningful assets

  • Available under Expanded-Prime program
  • Both DTI & No DTI qualification options
  • Credit scores down to 660
  • LTVs up to 80%
  • Loan amounts up to $3.5 million

Interest Only

Solutions for borrowers to optimize monthly payment obligations

  • Available under Expanded-Prime, Non-Prime, and DSCR programs
  • Credit scores down to 620
  • LTVs up to 80%
  • 30-year fixed, 30-year interest-only hand 40-year interest -only options
  • Loan amounts up to $3.5 million

Jumbo Prime

Loan amounts up to $3 million, no PMI

  • Mas cash-out up to $500k
  • Credit scores down to 660
  • DTIs up to 43%
  • LTV up to 89.99% (up to $2 M)
  • LTV up to 80% (up to $3 M)
  • Full doc only 
  • Primary, second home, and investment properties

DSCR 5-9 Unit

A multi-family property loan that provides flixabilty for business purpose borrowers

  • Credit scores down to 680
  • LTV up to 75%
  • Loan amounts up to $2 million, Min loan amounts $350,000
  • Standard reserves 6 months PITIA
  • Ability to vest in name of LLC or corporation
  • Interest only options to maximize property cash flow 
  • up to 3% seller concession allowed towards closing

Non-Warrantable Condos

Solutions for condo projects outside Agency guidelines

  • Available under Expanded-Prime, Non-Prime and DSCR programs
  • LTV up to 80%
  • Loan amounts up to $3.5 million

Equity Advantage Closed End Seconds

Solutions for self-employed borrowers and small business owners

  • Stand-alone second lien mortgage
  • Primary, second home, and investment properties 
  • Minimum 680 FICO
  • Loan amounts up to $1,000,000
  • Maximum CLTV 85% for primary
  • Maximum CLTV 70% for second homes and investment properties
  • Maximum DTI 50%
  • Single Family residence, Townhomes, 2-4 units, and warrantable condos
  • Full doc, personal and business bank statements 

Equity Advantage HELOC


Access your equity through a line of credit

  • Both 12 & 24 months options
  • Credit score down to 620
  • LTVs up to 90% 
  • Loan amounts up to $3.5 million
  • DTI up to 50%

Business Purpose Loans


Solutions for real estate investors

  • Available under DSCR program
  • Ability to vest in LLCs & corporations 
  • Ability to borrow in the name of a LLC
  • Interest only options to optimize cash flow
  • LTVs up to 80%
  • Underwritten based on subject property rental income
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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.

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