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Mortgage Merlin
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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DSCR loan vs. Bank statement loan

These two non-QM loans solve different problems. A DSCR loan finances an investment property based on the property's rent — your personal income never enters the picture. A bank statement loan finances a home (often your primary residence) based on your business deposits. The choice is really about what you're buying and whose income should qualify it.

Buying a rental? DSCR. Buying a home for yourself with self-employed income? Bank statement.

Terms on this page: Bank statement loan · DSCR loan · Non-QM loan

Side by side

FactorDSCR loanBank statement loan
Qualifies onProperty rent (rent ÷ PITI)Your business deposits
Property useInvestment / rental onlyPrimary, second home, or investment
Personal income docsNone12–24 months of bank statements
Down payment20–25%10–20%
Minimum credit620–660+620–660+
Best forRental investors avoiding income docsSelf-employed buyers of a home to live in

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

Who should pick dscr loan

Real-estate investors buying rentals who'd rather qualify on the property's cash flow than document personal income — especially with many properties or complex returns.

Who should pick bank statement loan

Self-employed buyers purchasing a primary or second home whose deposits reflect income their tax returns understate.

Bottom line

It usually isn't either/or — it's which purchase you're making. Rental → DSCR (the property qualifies itself). Home to live in with self-employed income → bank statement.

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

No. DSCR loans qualify on rental income, so they're for investment property only. For a primary residence with self-employed income, a bank statement loan is the comparable non-QM option.

Bank statement loans typically start lower (10–20%) than DSCR loans (20–25%), partly because DSCR is investment-property lending, which always carries higher down payments and rates than owner-occupied loans.

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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