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Bank Statement Loans in Tustin

Old Town or Tustin Legacy, the home changes but the income question doesn't. If you're self-employed, your tax returns probably understate what you really earn. A bank statement loan qualifies you on 12–24 months of deposits instead — no tax returns required.

No tax returnsAny Tustin neighborhood620–640 creditDeposits = income
MBReviewed by Mike Basti, Mortgage Broker & Founder · NMLS #377740
Quick Answer

A bank statement loan lets self-employed Tustin buyers qualify using 12–24 months of deposits instead of tax returns. Typical: 620–640+ credit, 10–20% down, income = averaged deposits × an expense factor (~50%). Works for Old Town or Legacy alike. Full program details.

How a bank statement loan works

Instead of tax returns, the lender reviews 12 to 24 months of your personal or business bank statements, averages the deposits, and applies an expense factor (often ~50%) to estimate qualifying income. No W-2s, no pay stubs, no tax returns — built for business owners whose write-offs shrink taxable income below what they truly make.

One income solution, either Tustin

Tustin gives buyers two very different kinds of home — a historic Old Town bungalow or a new Legacy townhome — but for a self-employed buyer the hard part is identical in both: showing enough income on paper. Central Orange County is full of independent professionals and small-business owners — around Tustin's medical offices, The District, the auto and retail corridors, and the business parks — whose tax returns are optimized to minimize taxes, and therefore understate real earnings. A conventional loan reads that lower number and under-qualifies them. A bank statement loan reads the actual deposits instead, which usually supports a considerably larger loan — and it doesn't care whether the home you're buying is a 1910 Craftsman in Old Town or a 2015 condo in Tustin Legacy. The property may steer which lender we pick; your income qualifies the same way either way. (Paid on 1099s, or structured as a corporation? Ask about 1099 and P&L options.) Get your real qualifying income →

Typical terms (2026)

FeatureTypical
Docs12–24 months bank statements — no tax returns
Credit score~620–640+
Down payment~10–20%
Income calcAvg deposits × expense factor (~50%)
Works forOld Town, Ranch & Legacy homes
Rate~0.75–2% over conventional

Terms vary by lender, business type & profile; illustrative for 2026, not an offer.

Bank statement loan FAQs

What is it?

A non-QM loan qualifying on 12–24 months of deposits, not tax returns.

Does home type matter?

No — income qualifies the same in Old Town or Legacy.

Who qualifies?

Self-employed ~2 yrs, 620–640+ credit, 10–20% down.

How's income figured?

Averaged deposits × ~50% expense factor (varies by business).

Higher rates?

Usually ~0.75–2% over conventional; many refinance later. Illustrative.

Save Financial is a California-licensed mortgage brokerage (NMLS #377740, DRE #01875766), serving Tustin from its Newport Beach office. Nothing here is tax advice.

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Self-employed in Tustin? Let's qualify you on your real income.

Old Town or Tustin Legacy, we'll review your deposits, find the lender with the best expense factor, and get you pre-approved for the home your real income supports. Free, no obligation.