Bank Statement HELOC – A HELOC for Self-Employed  

Since 1992, Dan Cassel and the Trinity Mortgage Broker Loan team have been providing personalized mortgage guidance to individuals and businesses for their Residential or Commercial Real Estate Financing needs. Whether you’re refinancing, purchasing a home, pulling cash out, building, or investing in real estate, we have tailored loan solutions for you.

Specializing in working with self-employed business owners, we understand their unique financing requirements. Our expertise enables us to offer custom loan options and simplified documentation for cash-out or self-employed borrowers, services not commonly found at traditional banks.

With our HELOC, your clients can put their home’s equity to work – whether for renovations, investments, or business goals – without refinancing the 1st Mortgage.

Key Features

• Loans up to $750,000 (business) and $500,000 (personal), with a minimum of $150,000
• Interest-only payments during draw period
• Owner-occupied, second homes, and investment properties
• ​​No restrictions on how funds can be used

For more information on our loan products and how we can help you achieve your real estate goals, feel free to contact Dan Cassel and the Trinity Mortgage Loan Team at 866-310-1112 or email danc@dansrealestateloans.com.

Let us make the loan process straightforward for you!