Document Checklist Generator

Step 1 of 4

Choose the Non-QM program that matches your situation

Bank Statement (Personal)

Using personal bank statements showing transfers from your business

Bank Statement (Business)

Using business bank statements with expense factor

DSCR (Investment Property)

Investment property qualified by rental income, no personal income docs

1099 Only

Independent contractors using 1099-NEC forms

P&L Only

Using CPA, EA, or licensed tax preparer (PTIN holder) prepared Profit & Loss statements

Asset Depletion

Qualifying based on liquid assets, no traditional income docs