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Self-employed borrowers

Self-Employed Mortgage Calculator

Tax returns often show less income than the business actually deposits. This calculator compares a traditional taxable-income view with the same bank-statement formula used on the Non-QM hub: deposits × (1 − expense factor). It is an educational model, not underwriting.

Linkable tool

Self-Employed Mortgage Income Analyzer

Compare a traditional taxable-income view with a bank-statement model. This does not mean a lender will use either number. It shows why write-offs and deposits can tell different stories.

Traditional income view

$8,000/mo

Bank statement model

$10,000/mo

Difference

+$2,000 monthly

How could this affect buying power? Higher modeled income can support a larger illustrative payment — only if a lender accepts that methodology. Use the qualification analyzer for payment and DTI context.

See How Expense Factor Changes Qualifying Income

Same deposits, different expense assumptions. This uses the existing bank-statement formula: deposits × (1 − expense factor). Lender methodology varies.

Lender methodology and allowable expense factors vary by program and borrower profile. This model is educational.

What this tool does not do

  • It does not approve a loan or quote a rate.
  • It does not decide which deposits a lender will count.
  • It does not replace a full Non-QM qualification analyzer with payment and DTI context.

Continue on the Non-QM qualification analyzer or read the bank statement loan guide.