1-Year & 2-Year P&L Loan Program

Our 1-Year & 2-Year P&L Loan Program is built for self-employed borrowers and business owners who want competitive pricing, tailored loan solutions, seasoned guidance, and a fast, streamlined experience without fighting with tax returns or long bank statement reviews. Instead, we use your business Profit & Loss (P&L) to calculate income, giving you a simple, flexible way to buy or refinance a home or investment property using the strength of your business.

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Top 10 Benefits

Loans to $2.5M

P&L Qualifying

Competitive Rates

Flexible Options

No Bank Statements

Expert Advice

1-Year Business OK

Quick Closings

DTI to 55%

Up to 80% CLTV

How it works

Instead of tax returns or 12–24 months of bank statements, you provide a 1-year or 2-year business P&L prepared or reviewed by a licensed CPA, CTEC tax preparer, or IRS Enrolled Agent. The lender uses that P&L to calculate your qualifying income and then applies standard Non-QM credit, asset, and property guidelines to determine your maximum loan amount. With loan sizes up to $2.5 million, CLTVs up to 80%, and DTIs up to 55%, this program gives business owners a straightforward, flexible way to qualify based on how their business really performs—supported by our team from first review through a fast closing.

Required Documents

Personal Identification

  • Valid government-issued photo ID
  • Social Security number or ITIN
  • Completed loan application

Income & Business Documentation

  • 1-year or 2-year business Profit & Loss statement
  • P&L prepared or reviewed by a Licensed CPA, CTEC-registered Preparer, or IRS Enrolled Agent
  • Proof of business ownership and existence (business license, corporate docs, etc.)
  • Supporting documents for income tolerance review, if requested (per guidelines)

Assets & Property

  • 2–3 months of asset statements for down payment, closing costs, and reserves
  • Purchase contract and property details (for purchases)
  • Current mortgage statement and insurance information (for refinances)
  • HOA information, if applicable

Loan Terms

Feature

Details

Qualification Method

Income calculated from 1-year or 2-year business P&L instead of tax returns or bank statements

Minimum FICO

Typically 660 (better terms may be available with higher scores)

Loan Amount

Up to $2,500,000 (program and profile limits apply)

CLTV / LTV

Up to 80% CLTV for qualifying borrowers

DTI

Ratios up to 55% (subject to credit, reserves, and property type)

Business History

1-year business existence may be considered (per underwriting guidelines)

Cash-Out Limits

Example matrix: up to $500,000 cash-in-hand for CLTV > 65%; up to $1,000,000 for CLTV ≤ 65% to ≥ 55%; no max cash-in-hand limit for CLTV < 55% (adjust to your actual program)

Documentation

Professionally prepared/reviewed P&L, business proof, standard credit and property docs

Property Types

1–4 unit residential properties, condos, and townhomes (per eligibility)

Closing Time

Typically 3–5 weeks, depending on appraisal timing and documentation

BarCorp Financial Group, NMLS #1746897. BarCorp Financial Group is a mortgage broker and does not make commitments or fund loans. Information provided is for general informational purposes only and is not a loan approval, Loan Estimate, or commitment to lend.
All loans are subject to underwriting approval, lender guidelines, and property qualification. Not all applicants will qualify. Product availability, interest rates, and terms are subject to change without notice and may vary by lender and state. Equal Housing Lender.

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