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Non-QM Loan Requirements in California

Non-QM isn't one loan — it's a family of programs for people who don't fit the conventional box. So "the requirements" depend on which program fits you. Here are the shared rules (credit, down, no mortgage insurance) plus the specific bars for bank statement, DSCR, asset, and ITIN loans in 2026.

640+ credit floor10–25% downNo mortgage insuranceNo tax returns
MBReviewed by Mike Basti, Mortgage Broker & Founder · NMLS #377740
Requirements at a Glance

Across non-QM programs: credit floors often start near 640 (680–700 for best pricing), down payments run 10–25% by program and credit, no mortgage insurance applies at any LTV, and tax returns usually aren't required. Each program has its own bars — bank statement uses deposits, DSCR uses rental income, asset uses balances. Who fits which is on Eligibility.

The shared non-QM rules

"Non-QM" means non-qualified mortgage — a loan that doesn't meet the government's strict Qualified Mortgage box (full tax-return documentation, 43% DTI cap). It's not subprime: these are creditworthy borrowers with non-traditional income. A few rules hold across almost every program:

  • No mortgage insurance — at any loan-to-value, on any program. Ever.
  • Alternative income docs — deposits, rental income, or assets instead of tax returns.
  • Flexible DTI — many programs allow up to ~50% (DSCR uses none).
  • Slightly higher rates — typically 0.5–2% above conventional, not subprime-level. See Rates.

Credit & LTV tiers

Non-QM pricing is tiered — your credit score sets both your rate and how much you can borrow against the property (LTV):

Credit scoreTypical max LTVPricing
720+Up to ~85%Best
700–719~85%Near-best
680–699~80–85%Standard
660–679~80%Higher
640–659~75–80%Highest

Illustrative 2026 tiers; exact floors and LTVs vary by lender and program. Some programs set higher minimums.

Requirements by program

Here's where the specifics live — each non-QM program has its own bars:

ProgramCreditDownQualifies on
Bank Statement~640–680+10–20%12–24 mo of deposits
DSCR~640–680+20–25%Rental income (DSCR ≥1.0)
Asset Qualifier~700+20–30%Liquid assets ÷ 360
ITINVaries15–25%ITIN + 2 yr filing history
1099~640–680+10–20%1099 income

Notice the pattern: the credit and down payment bars are similar across programs — what changes is how you prove income. That's the whole idea of non-QM. Pick the doc method that matches how you actually earn. Full detail on each program's own page.

Reserves & documentation

RequirementThe standard
Cash reserves3–6 months (6–12 on larger/investment)
Reserves can includeRetirement & investment accounts
Tax returnsUsually not required
Mortgage insuranceNone, ever
Entity ownership (DSCR)LLC vesting allowed

Reserves are usually the requirement to plan for: 3–6 months of payments for most programs, more on larger or investment loans. The good news, as with jumbo, is that retirement and brokerage accounts typically count. And because non-QM carries no mortgage insurance, the all-in cost is often closer to conventional than the rate alone suggests.

Expert tip: Don't get lost in the program names — the requirements barely differ on credit and down payment. The real question is how you earn: W-2-light but strong deposits → bank statement; buying a rental → DSCR; asset-rich, income-light → asset. We match your income reality to the program with the best terms and shop it across many non-QM investors. Find your program →

Non-QM requirements FAQs

What credit score do I need?

Often ~640 floor, 680–700 for best pricing; asset qualifier wants 700+. Higher scores unlock lower rates and more LTV.

How much down?

10–25% by program and credit. Bank statement ~10–15% (primary); DSCR 20–25%. Stronger credit lowers it.

Is there mortgage insurance?

No — non-QM has no MI at any LTV, which offsets part of the higher rate.

Are tax returns required?

Usually not — that's the point. Deposits, rental income, or assets qualify you instead.

What reserves?

3–6 months typically (6–12 on larger/investment). Retirement/investment accounts usually count.

Reviewed by the licensing team at Save Financial, a California-licensed mortgage brokerage (NMLS #377740, DRE #01875766) founded in 2009 and serving all 58 counties from offices in Newport Beach and Marina del Rey.

One family of loans, one question: how do you earn?

Non-QM requirements are similar across programs — what differs is how you document income. Tell us how you earn and we'll match you to the right program, confirm your credit and down payment fit, and shop it across many non-QM investors. Free, no obligation.