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Bank Statement Loan Requirements — Florida 2026

Bank Statement Loan Requirements in Florida

What you need for a bank statement loan in Florida: months of deposits, credit, down payment, and reserves. Built for the self-employed. Licensed FL mortgage broker NMLS# 1859012.

By Onias Derilus, Mortgage Capital · NMLS# 1859012 · Last Updated: June 2026

Requirements

A bank statement loan trades tax returns for deposit history, so the requirements center on showing steady cash flow. You still meet standards on credit, down payment, and reserves, but your income comes from 12 or 24 months of deposits rather than W-2s. Here is what you need before you apply.

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The Core Requirements

What You Need to Qualify

The foundation is your deposit history. Lenders average 12 or 24 months of personal or business statements and apply an expense factor to reach your qualifying income.

Beyond deposits, the lender confirms your credit, down payment, and reserves to keep the loan sound. Your exact terms depend on the lender and your profile.

Deposits — 12 or 24 months, personal or business
Credit score — typically 620–660 or higher
Down payment — usually 10–20% of the price
Reserves — often several months of payments
Self-employment — generally two years in business
How Income Is Calculated

Turning Deposits Into Qualifying Income

The lender totals your eligible deposits over the statement period, divides to a monthly average, and applies an expense factor, often around 50% on personal accounts or a CPA-stated ratio on business accounts.

That figure becomes the income used to qualify. Estimate yours in advance with our bank statement income calculator so you know roughly what to expect.

Who Is Eligible

Eligible Borrowers

Bank statement loans serve self-employed business owners, 1099 contractors, real estate agents, consultants, and gig-economy earners whose tax returns understate real income.

The property can be a primary residence, second home, or investment. Bring your statements and a clear picture of your cash flow so we can match you to the right program before you apply.

Frequently Asked Questions

Bank Statement Loan RequirementsFAQ

What do I need to qualify for a bank statement loan in Florida?

You need 12 or 24 months of personal or business bank statements showing steady deposits, a credit score generally in the 620 to 660 range or higher, a 10 to 20% down payment, and several months of reserves. Most programs also expect about two years of self-employment.

How do lenders calculate income from bank statements?

The lender totals eligible deposits over the statement period, divides to a monthly average, and applies an expense factor, often around 50% on personal accounts or a CPA-stated ratio on business accounts. That figure becomes the income used to qualify.

Who qualifies for a bank statement loan?

Self-employed business owners, 1099 contractors, real estate agents, consultants, and gig-economy earners whose tax returns understate their real income are strong candidates. The property can be a primary residence, second home, or investment.

Explore Related Pages
Bank Statement Loans Florida (Overview)Bank Statement Loan RatesHow to Qualify for a Bank Statement LoanNon-QM Loans FloridaAll Loan Programs

See If You Qualify on Your Deposits

Qualify on deposits · Self-employed welcome · Licensed FL mortgage broker NMLS# 1859012

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Rates are illustrative only. APR and payments vary by credit score, loan amount, and market conditions. Subject to credit approval. Not a commitment to lend. NMLS# 1859012. Equal Housing Lender.