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Mortgage Merlin
Self-employment · Q&A

Can I get a mortgage if my self-employed income is declining?

Short answer: Possibly, but the math changes. With a declining trend, lenders stop averaging the two years and qualify you on the lower, most recent figure — and they'll want evidence the decline has stabilized. A one-time, documented cause helps; a continuing slide can sink the file even when the average looks fine.

The full answer

Averaging only works in your favor when income is level or rising. When year two comes in below year one, underwriters use the lower recent number, and a steep drop invites the harder question: is this business still viable? Guidelines ask them to establish that income has stabilized before using it at all.

Documentation is your lever. A year-to-date profit-and-loss statement showing the current year running at or above the reduced level is the single most persuasive exhibit. If the dip has a discrete, non-recurring cause — a medical leave, a lost anchor client since replaced, an equipment write-off — put the explanation and the paper trail in front of the lender rather than hoping they won't notice.

If conventional underwriting reads your trend badly, bank statement programs re-frame the question: 12–24 months of recent deposits can show a healthier business than a comparison of two tax years, especially when the decline is a write-off artifact rather than a cash-flow reality.

If this came up, these usually do too — the short answer to each, with a link to the full breakdown:

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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