A Mortgage Advisor Who Reads Returns the Way You Do.
Self-employed and business-owner clients often struggle to qualify with lenders who don't understand tax returns. We do - and we build loan structures that respect the strategies you've put in place.
Three Things You Can Count On.
Every referred client gets the same disciplined process - so you can predict how the file will move.
Fluency in Schedule C, K-1, and depreciation add-backs
Bank statement and P&L loan options for self-employed borrowers
DSCR loans that don't rely on personal income
Everything Included in the Partnership.
A working partnership that treats your cpas & tax professionals like our clients too. Here is what shows up in every file we run for you.
- Fluency in Schedule C, K-1, and depreciation add-backs
- Bank statement and P&L loan options for self-employed borrowers
- DSCR loans that don't rely on personal income
- Coordinated pre-approval before your client signs a purchase contract
A Simple Partnership Workflow.
From the first hand-off to closing day, you always know where the file is.
We review returns together to project qualifying income accurately.
Choose between full-doc, bank statement, P&L, or DSCR based on the true picture.
Your client walks into the market with clarity on what they can qualify for.
Additional Support Built into the Program.
Beyond the headline benefits, every partner gets a reliable toolkit and a real person to call. Here is what shows up in the background of every file.
The Essentials, on Day One.
You do not have to ask for the basics - they are part of how we run every referral relationship.
Co-branded pre-approval letters with your logo and contact.
Same-day pre-qual turnaround on referred clients.
Direct advisor line - no call center gate.
Weekly file status updates until closing day.
Coordinated pre-approval before your client signs a purchase contract
Resources CPAs & Tax Professionals Share Most
Loan Programs Your Clients Ask About
- Bank Statement Loans
Mortgage financing for self-employed borrowers using bank deposits.
- Non-QM Loans
Flexible underwriting for borrowers outside standard guidelines.
- DSCR Loans
Investor loans qualified by the property's cash flow - not your W-2.
- Investment Property Loans
Financing for rental homes and small multi-unit properties.
Educational Pieces to Share
- Bank Statement Loans: the Self-Employed Playbook
How bank statement underwriting reads your business, what to prepare, and where these loans win over conventional.
- DSCR Loans: Scaling a Rental Portfolio
Why DSCR is the workhorse for investors qualifying on property cash flow, and how the ratio actually gets calculated.
Local Markets We Serve
Other Partner Programs
Let's Build Something Reliable for Your CPAs & Tax Professionals.
Start with a 20-minute intro call. We'll share materials, process expectations, and a direct line to a licensed advisor.
