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Bank Statement HELOC for the self-employed

Built for Florida business owners, freelancers, and investors who don’t fit the traditional tax-return mold. Qualify with your bank statements, no tax returns required.

Bank Statement HELOC

Your income, documented your way

If you’re self-employed, your tax returns don’t always tell the full story of what you earn. A Bank Statement HELOC lets qualified borrowers document income with bank statements instead of W-2s or tax returns, so your real cash flow can count.

Who it’s for

  • Self-employed business owners & sole proprietors
  • Freelancers, contractors & gig-economy earners
  • Real estate investors & commission-based pros
  • Anyone whose tax returns understate their income

How it works

Instead of tax returns, we review your recent bank statements, typically 12 to 24 months, to establish your income.

From there, the same HELOC benefits apply: a line from $50,000 to $750,000, up to 90% of your property value, on primary, second & investment homes across Florida.

The same HELOC benefits

  • Line of credit from $50k to $750k
  • Up to 90% of property value
  • Primary, second & investment homes
  • Qualify with bank statements, not tax returns
Two ways to prove income
×
Traditional loan
Tax returns · W-2s · pay stubs
Bank Statement HELOC
12–24 months of bank statements
We qualify you on your average monthly deposits, no tax returns required.

Self-employed in Florida? Let’s talk.

See a personalized Bank Statement HELOC rate. Rates starting at 6.75%*.