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1099 loan vs. Conventional loan

For a 1099 contractor, the split is about which income figure the lender uses. A 1099 loan qualifies you on the gross income reported on your 1099 forms, minus a flat expense factor — no full tax returns, no line-by-line write-off deductions. A conventional loan uses the net income on your tax returns after every deduction, at the lowest available rate.

If you write off aggressively, your conventional qualifying income can be a fraction of what you actually earn. The 1099 loan is built to close that gap — for a higher rate.

Side by side

Factor1099 loanConventional loan
Qualifying income1099 gross × (1 − expense factor)Net profit from 2 years of tax returns, averaged
Tax returns requiredNo (1099s + often a P&L)Yes (2 years)
Down payment10–20% typicalAs low as 3–5%
Minimum credit620–660 (best pricing 700+)620+
Rate vs. conventional~0.75–2% higherBaseline (lowest)
Best whenWrite-offs shrink your taxable net incomeNet income is high enough to qualify

Figures are representative ranges, not quotes, and vary by lender. Read the full guides: 1099 loan · Conventional loan.

Who should pick 1099 loan

Independent contractors and gig workers who receive 1099s and whose deductions leave their tax-return net income too low to qualify conventionally — the 1099 loan uses gross instead of net.

Who should pick conventional loan

1099 earners whose net income (after add-backs) still qualifies them, who want the lowest rate and smallest down payment and can document two years of returns.

Bottom line

Check conventional first — if your averaged net income qualifies you, take the cheaper rate and lower down payment. If write-offs gut your net, a 1099 loan can approve a substantially larger purchase even at a higher rate. Many contractors buy on a 1099 loan and refinance to conventional once two clean years are on file.

Still deciding? Take the 5-question loan quiz, compare every option on the loan types page, or size a purchase with the affordability calculator.

FAQ

Both are non-QM programs that skip tax returns, but they measure income differently. A 1099 loan uses the gross on your 1099 forms minus an expense factor; a bank statement loan uses 12–24 months of deposits minus an expense factor. If most of your income arrives on 1099s, the 1099 loan is often simpler; if you're paid many ways, bank statements can capture more.

Most lenders want a two-year history in the same line of work, though some accept one year with strong compensating factors. The figures here are representative ranges, not quotes — requirements vary by lender.

Educational information only — not financial advice, and not a quote, pre-approval, or offer of credit. Mortgage Merlin is a publisher, not a lender or broker.

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