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30-YR CONV6.41%▼0.00
FHA6.15%▼0.00
BANK-STMT7.25%▼0.00
DSCR7.60%▼0.00
JUMBO6.70%▼0.00
15-YR5.62%▼0.00
ITIN7.90%▼0.00
30-YR CONV6.41%▼0.00
FHA6.15%▼0.00
BANK-STMT7.25%▼0.00
DSCR7.60%▼0.00
JUMBO6.70%▼0.00
15-YR5.62%▼0.00
ITIN7.90%▼0.00
Loan types · Q&A

Do I need two years in business for a bank statement loan?

Short answer: Usually two years, but not always. Most bank statement lenders want a two-year self-employment history and 12–24 months of statements, yet some accept a one-year history — especially with prior experience in the same field, strong credit, and a larger down payment. Requirements vary by lender.

The full answer

A bank statement loan reads 12 or 24 months of business or personal deposits, applies an expense factor (often 40–60%), and uses the result as your qualifying income. The statement window and the business-history requirement are related but distinct: a lender may want two years of self-employment but only 12 months of statements, or vice versa.

Some non-QM lenders will work with a one-year business history when compensating factors are strong — good credit, meaningful reserves, a 15–20% down payment, or prior W-2 experience doing the same work. Because these are portfolio products, each lender sets its own overlays, so the answer genuinely varies.

A 24-month statement window also helps seasonal businesses by averaging busy and slow months, which can produce a higher, steadier qualifying income than a 12-month snapshot.

Sources

Educational information only — not financial advice, and not a quote, pre-approval, or offer of credit. Program rules and ranges are illustrative and vary by lender. Mortgage Merlin is a publisher, not a lender or broker.

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