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Non-QM “Lite Doc” Bank Statement Loans provide options without requiring Federal Tax Returns

Self-employment can present challenges when seeking a traditional mortgage in 2026. Variables like fluctuating income, tax deductions affecting reported earnings, and non-standard employment documentation can complicate approval with conventional Banks.

Tailored solutions such as Non-QM “Lite Doc” Bank Statement Loans provide options without requiring Federal Tax Returns. These financial products are designed to address the specific obstacles faced by self-employed individuals, offering the flexibility necessary for homeownership.

Trinity Mortgage’s Dan Cassel and his dedicated Loan Team specialize in aiding self-employed professionals, including business owners and investors earning income through alternative W2 or 1099 sources. With expertise dating back to 1992, they provide a range of competitively priced Bank Statement Loans, streamlining the process by facilitating competition among financial institutions for your mortgage requirements.

For more information on this summer’s Lite Doc Bank Statement Loans and the topic of Less Loan Documentation, visit: https://lnkd.in/dJ6crMHa

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Licensing

Loan Officer NMLS #347918 CA DRE # 01146347

Trinity Mortgage NMLS #281763 CA BRE 01855258

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Dan Cassel - Trinity Mortgage
11622 El Camino Real
San Diego, CA 92130

Number:
(866) 310-1112

Hours:
MON-FRI 7AM - 4PM