Mo Abdel - Orange County Mortgage Broker NMLS 1426884
Non-QM Specialty Program

Bank Statement Loans in Orange County

Self-employed or have non-traditional income? Qualify for your Orange County mortgage using 12-24 months of bank statements instead of tax returns. Up to $3M loan amounts available.

What Are Bank Statement Loans?

Bank statement loans are Non-QM (Non-Qualified Mortgage) loans that allow self-employed borrowers to qualify using bank statements instead of traditional income documentation like W-2s or tax returns.

No Tax Returns Required

Use 12-24 months of personal or business bank statements

Higher Loan Amounts

Up to $3M for qualified borrowers in Orange County

Investment Properties OK

Purchase or refinance rental and investment properties

Perfect For:

  • • Self-employed business owners
  • • Freelancers and contractors
  • • Real estate investors
  • • Commission-based professionals
  • • Small business owners
  • • 1099 independent contractors
  • • Borrowers with complex income

How Bank Statement Loans Work

1. Provide Bank Statements

Submit 12-24 months of personal or business bank statements showing consistent deposits and cash flow.

2. Income Calculation

Lender analyzes your deposits to calculate qualifying income, typically using 50-75% of gross deposits.

3. Loan Approval

Get approved based on bank statement income, credit score, and debt-to-income ratio without traditional documentation.

Bank Statement Loan Program Details

Loan Features

Loan Amount:Up to $3,000,000
Down Payment:10% minimum
Credit Score:620+ minimum
Property Types:Primary, Second, Investment
Loan Terms:15, 20, 25, 30 years
Prepayment:No penalty

Documentation Required

12-24 months bank statements
Credit report (soft pull initially)
Asset verification
Property appraisal
Business license (if applicable)
P&L statement (may be required)

Income Calculation Methods

Personal Bank Statements

For sole proprietors and single-member LLCs who deposit business income into personal accounts.

Calculation Method:50-75% of gross deposits
Expense Factor:25-50% assumed
Best For:Sole proprietors

Business Bank Statements

For businesses with separate business bank accounts and more complex income streams.

Calculation Method:Net income + depreciation
Analysis:Detailed cash flow review
Best For:Established businesses

Bank Statement Loans in Orange County

Orange County's diverse economy creates many opportunities for self-employed professionals who benefit from bank statement loans.

High Demand Professions:

• Real estate agents
• Contractors
• Consultants
• Restaurant owners
• Tech freelancers
• Medical practitioners

Average Loan Amounts:

Irvine/Newport Beach:$1.2M - $2.5M
Costa Mesa/Huntington:$800K - $1.5M
South OC:$900K - $1.8M

Why Choose Bank Statement Loans?

Faster approval than traditional loans
No need to wait for tax season
Privacy of financial information
Qualify with fluctuating income

Important Considerations

Higher Rates & Fees

Bank statement loans typically have higher interest rates (0.5-2% above conventional) and may include additional fees due to increased lender risk.

Larger Down Payments

Expect 10-25% down payment requirements, with investment properties requiring 20-30% down.

Income Verification

Lenders will scrutinize bank statements for consistent deposits, returns, and unusual transactions.

Cash Flow Analysis

Strong, consistent cash flow over 12-24 months is essential for qualification and favorable terms.

Ready to Get Pre-Approved?

Get your bank statement loan pre-approval with an experienced Non-QM specialist

Licensed mortgage broker with NEXA Mortgage • NMLS #1426884 • Non-QM Specialist

Important Disclaimers

This is not a commitment to lend. All information contained herein is subject to change without notice. All loans are subject to credit approval, income verification, and property appraisal. Equal Housing Lender.

This material is not from HUD or FHA and has not been approved by HUD or any government agency. The information provided is for informational purposes only and is not an advertisement for products or services.

Interest rates and loan terms are subject to change without notice. All information must be verified prior to loan approval. Mo Abdel - NMLS #1426884, Licensed Mortgage Loan Originator with NEXA Mortgage.