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30-YR CONV6.47%▼0.05
FHA6.25%▼0.05
BANK-STMT7.31%▼0.05
DSCR7.66%▼0.05
JUMBO6.50%▼0.05
15-YR5.81%▼0.03
ITIN7.96%▼0.05
30-YR CONV6.47%▼0.05
FHA6.25%▼0.05
BANK-STMT7.31%▼0.05
DSCR7.66%▼0.05
JUMBO6.50%▼0.05
15-YR5.81%▼0.03
ITIN7.96%▼0.05
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Bank statement loan vs. FHA loan

Self-employed buyers often weigh these two when savings are tight. FHA offers a 3.5% down payment and lenient credit, but it still qualifies you on tax-return net income — so heavy write-offs can sink the application. A bank statement loan ignores those write-offs by reading deposits, but asks for a bigger down payment.

It's a trade between a low down payment (FHA) and a forgiving income method (bank statement).

Terms on this page: Bank statement loan · Add-back · FHA loan

Side by side

FactorBank statement loanFHA loan
Qualifying incomeBusiness deposits, after expense factorNet income from 2 years of tax returns
Down payment10–20%3.5%
Minimum credit620–660+580+ (3.5% down)
Effect of write-offsIgnored — deposits drive qualifyingLower your net income and qualifying figure
Mortgage insuranceNone (priced into rate)MIP (upfront + annual)
Rate~0.75–2% above conventionalNear conventional

Figures are representative ranges, not quotes, and vary by lender. Read the full guides: Bank statement loan · FHA loan.

Who should pick bank statement loan

Self-employed borrowers whose write-offs leave too little net income for FHA, but who have a 10–20% down payment and strong deposits.

Who should pick fha loan

Self-employed borrowers with modest savings whose net income (after add-backs) still qualifies — FHA's 3.5% down is the cheaper entry if your returns support it.

Bottom line

If write-offs gut your net income, the bank statement loan's deposit method may be the only thing that approves you. If your net income holds up, FHA's tiny down payment wins.

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

Only if your two-year net income (with add-backs) is enough to support the payment at FHA's DTI limits. If write-offs push it too low, FHA won't work — that's exactly when a bank statement loan, which reads deposits, becomes the path.

Usually yes — FHA rates sit near conventional, while bank statement loans carry a premium. The bank statement loan's advantage isn't the rate; it's qualifying you on income FHA can't see.

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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