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P&L Only Loans for Business Owners

A CPA-prepared profit & loss statement is the only income document. The simplest path for entrepreneurs with complex books.

P&L Only loans are the most flexible Non-QM income product on the market. Instead of bank statements, tax returns, or W-2s, the lender accepts a CPA-prepared profit & loss statement covering the last 12 or 24 months as your sole income document.

That's it. No deposit averaging, no schedule C, no transcripts. Your CPA prepares one document, the lender qualifies off the net income line, and the file moves.

How qualifying income is calculated

The lender takes the net income reported on the P&L (revenue minus expenses) and divides by 12 to arrive at monthly qualifying income. Your CPA must be a licensed third party — not you, not a bookkeeper. Most programs accept CPA, EA (Enrolled Agent), or licensed tax preparer.

Quick Example

A 12-month P&L showing $360K net income translates to $30K/mo qualifying income — enough to support a $1.2M+ loan at typical DTI.

What you need to qualify

Where P&L Only wins

What it costs

Pricing on P&L Only programs typically runs 0.75% – 1.25% above conventional at the same credit profile. The premium reflects the lighter income documentation. We shop the full Non-QM market to find the sharpest rate.

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