SELF-EMPLOYED BORROWERS
Mortgage Loan Income Qualification
 
 
Self-employed borrowers usually maximize their itemized deductions. In the past, they usually applied for a mortgage with a No-Doc product, which was more expensive than SIVA, but simple and easy.
 
No-Docs are no longer available. Now, besides Full Documentation, the only other option is Stated Income-Verified Assets (SIVA). But, a 4506T is still required by most lenders. Although, we have a couple lenders that do not require a 4506T, at higher rates and fees than the others.  
 
A 4506T allows the lender to receive transcripts of your past two year's Federal Tax Filings. That's not all so bad. Common-sense underwriting is still practiced by Portfolio Lenders. The three main areas of concern:
  1. Are your assets in-line as to what you state as income?
  2. Are your liabilities in-line as to what you state as income?
  3. Is your life-style similar to others in that income-level? 
SIVA has higher rates than Full Doc. We'll do our best to see if we are able to get you qualified with a Full Doc product. In addition to our portfolio lenders common-sense underwriting, there are several areas of deductions claimed on your Federal Tax Filings that are allowed by most lenders to be added back into income.
 
Allowable Debt-to-Income Ratios (DTI)
DTI is your total adjusted income, compared as a percentage, to your total monthly obligations, including your new mortgage payment. We have a couple of portfolio lenders that allow up to 60% DTI on jumbo loans. Most will go up to 50%.
Rudi Hofmann, Upfront Mortgage Banker Orange County
A K T American Capital Corporation
2121 Rosecrans Avenue, 6th Floor , El Segundo, CA  90245
Office:  (714) 730-1862
Cell:  (949) 310-7413
RHofmann@umboc.com
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