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Self-employed? Here's how to get a mortgage.

Yes, you can get a mortgage when you're self-employed, even if your tax returns show low income. Programs like bank-statement loans and DSCR loans qualify you on real cash flow, your deposits or a property's rent, instead of your write-off-heavy 1040. Here's how each one works and who it fits, for buyers across Oregon, Washington, and Arizona.

By Mindy Hay, Senior Loan Officer · NMLS #292224 · Updated September 2026

Why self-employed buyers get turned down (and why it's fixable)

Self-employed borrowers are great at one thing that works against them at mortgage time: writing off expenses. Those deductions lower your taxable income, which is smart for taxes, but a traditional mortgage looks at that same low net income and assumes you can't afford much. The result: strong earners get approved for far less than they should, or get declined outright.

The fix is to qualify on cash flow you can actually document instead of your bottom-line tax figure. Two programs do exactly that.

Option 1: DSCR loans, qualify on the property's rent

A DSCR (Debt-Service-Coverage-Ratio) loan asks a simple question: does the property's rent cover its mortgage payment? If it does, you can qualify, no personal income or tax returns required. That makes DSCR loans ideal for real-estate investors growing a portfolio and for self-employed buyers purchasing rental property.

  • Qualify on rental income, the property's cash flow drives approval.
  • No tax returns or W-2s in most cases.
  • Works for single-family rentals, condos, and small multi-unit, and often short-term rentals.
  • Built for portfolio growth, without the financed-property limits conventional loans impose.

What's a "good" DSCR?

A DSCR of 1.0 means the rent exactly equals the payment. Above 1.0 (rent higher than the payment) generally qualifies most easily; some programs allow ratios below 1.0 with adjustments. Before you make an offer, Mindy can run the ratio on a specific address so you know where you stand.

Option 2: Bank-statement loans, qualify on your deposits

Buying a primary home (not a rental)? A bank-statement loan uses 12–24 months of your business or personal bank deposits to show real income, instead of your tax returns. It's the go-to for self-employed buyers, 1099 earners, and business owners whose returns understate what they truly make.

DSCR vs. conventional at a glance

 DSCR loanConventional loan
Qualifies onProperty's rental incomeYour personal income / tax returns
Tax returns needed?Usually noYes (typically 2 years)
Best forInvestors, self-employed buying rentalsW-2 buyers, primary homes
Property-count limitsPortfolio-friendlyFinanced-property limits apply

How to get started (and what you'll likely need)

Every scenario is a little different, but for a DSCR loan you'll generally need the target property's rent estimate, your credit, and reserves; for a bank-statement loan, 12–24 months of statements. The fastest first step is a quick conversation so Mindy can point you to the right program and tell you exactly what to gather.

Mindy Hay is a senior loan officer with Union Home Mortgage, licensed in Oregon, Washington, and Arizona, and works with self-employed buyers and investors across the Portland metro, Vancouver/SW Washington, and the Phoenix area.

Frequently asked questions

Yes. Even if your tax returns show low income after write-offs, bank-statement loans (qualify on deposits) and DSCR loans (qualify on a rental's cash flow) let self-employed buyers and investors qualify without traditional tax-return income. Mindy will match you to the right program.

Typically no, they're underwritten on the property's rental cash flow. Exact documentation varies by program; Mindy will confirm what your scenario needs.

It varies by program. A ratio of 1.0 means rent equals the payment; higher ratios qualify more easily, and some programs allow below 1.0 with adjustments. Mindy can run the numbers on a specific property.

Often yes, depending on the program and market. Guidelines vary, so Mindy will match your property and rental strategy to a program that allows it.

Self-Employed Buyers Welcome

Let's find the loan that fits how you earn.

Get a straight answer on what you qualify for. No pressure, real answers.

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