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Getting a mortgage when you work for yourself in Chester County

A self-employed file gets read backwards: net profit first, then the add-backs, then the two years side by side. Knowing that in advance changes what you file in April.

Self-employed mortgages, in round numbers
Returns normally asked forTwo years, personal and business
Bank-statement programs, deposits reviewed12 or 24 months
Expense factor typically applied to a business accountAbout 50%
Conventional credit floor620

What gets read first

Chester County has a lot of people who do not get a pay stub. The growing region around Kennett Square and New Garden turns out more than 500 million pounds of mushrooms a year, about half the national crop, and somebody owns each of those operations. The Great Valley Corporate Center in East Whiteland has produced a steady supply of consultants who used to work inside it.

For all of them the file works the same way. You hand over two years of federal returns, personal and business, and they get read for net profit first, then for how the two years compare. Rising is easy. Flat is fine. Falling gets questions, and the answer needs a document behind it.

Deductions that lower taxable income also lower qualifying income. An accountant optimizing for April and an underwriter reading in September are solving different problems with the same numbers, so get both into the same conversation the year before you buy.

Add-backs, and the two years side by side

Not everything a return subtracts actually left the bank account, and those items typically get added back before qualifying income is set. Depreciation and amortization are the usual ones, depletion where it appears, and a documented one-time loss may be treated as non-recurring.

Keep the business and the household in separate accounts; commingled deposits turn a two-week review into a six-week one.

What comes out is a monthly figure, and every ratio runs off it. FHA’s manual limits are 31% for housing and 43% for total debt, wider with compensating factors and wider still on a strong automated approval. Conventional starts at a 620 score, with pricing improving up to 780.

The rest of what you hand over

Expect to be asked for a signed authorization to pull IRS transcripts, a year-to-date profit and loss statement, business bank statements, and evidence the business is still trading, which is usually a license, a registration or a letter from your accountant. Partnerships and S corporations bring K-1s, and the question is whether distributions reached your personal account.

On a seasonal operation the year-to-date figure carries extra weight: a grower who applies in February is showing a very different half-year than one who applies in August.

Bank-statement programs, and who sets the terms

When two years of returns do not tell the true story, you may be offered a bank-statement program, where qualifying income is calculated from deposits. Every version is built in-house, with no agency rulebook underneath it, so terms move desk to desk.

The common shape, as typically offered: 12 or 24 months of deposits reviewed, an expense factor of around 50% applied to a business account, two years of self-employment, from 10% down, and a score in the high 600s or better (typical practice, per thelender.com, July 2026). Every one is set in-house, which is exactly why you want the terms in writing before you rely on them.

When the business is on the property

This is where Chester County gets specific. USDA’s site rules exclude land or buildings used principally for producing income, and a property used primarily for agriculture, farming or a commercial enterprise is ineligible; vacant land with no eligible residential improvements is out on its own account. A place with acreage, a barn or a silo no longer in commercial use can still qualify (7 CFR 3555.201, current August 2026). So on a farmette south of Route 1 the question is what the acres are doing.

One more, for the builders and remodelers reading this. FHA lets you build your own house on a construction-to-permanent loan only if you hold a general contractor’s license. And on a HomeStyle renovation, work you do yourself is capped at 10% of the as-completed value, with materials and documented contract labor reimbursable; your own labor is not. Trade skills are worth real money on those files, and the rules cap how much of it counts.

Answers on the record

How long do I need to have been self-employed?

Two years is the usual expectation, and a stated requirement on bank-statement programs. A shorter history can still work where the same line of work shows up on earlier W-2s, which is weighed case by case, subject to approval.

My accountant is good at my taxes. Does that hurt me here?

It can. Deductions that reduce taxable income also reduce the income that can be counted toward qualifying, and the two goals pull against each other in the year before you buy. Get both questions onto the table in the same month.

What is a bank-statement loan?

An in-house product, where qualifying income comes from 12 or 24 months of deposits instead of tax returns. The common shape is an expense factor near 50% on a business account, two years of self-employment, from 10% down, and a score in the high 600s or better. Terms are set desk by desk, so get yours in writing.

Does a bad year rule me out?

Not on its own. Both years get looked at, and so does where the trend points, with an explanation asked for anything unusual. Documentation of a one-time event carries more weight than an account of it.

I run a business on the property. Does that change the loan?

It can. USDA site rules exclude land or buildings used principally for producing income, and a property used primarily for farming or a commercial enterprise is ineligible. Other programs handle mixed use differently. See USDA loans.

Write it down instead

About a minute of typing. A licensed Pennsylvania lender who does this kind of loan calls you back, usually the same business day. If the call has not come by the following business day, ring the line again and say so; it gets chased. Nothing here touches your credit. If you would rather talk, the number is (484) 290-8667.

Sending this form asks a licensed Pennsylvania mortgage lender to get in touch with you about financing. It is not a loan application, and nobody pulls your credit. Chesco Financing itself is a marketing and referral service, not a mortgage lender or broker. What to expect.

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Two ways to start

Say what the business is, how long it has been running and roughly what the last two returns showed. Estimates only, and subject to lender approval. A licensed Pennsylvania lender calls you back, usually the same business day, and works out the qualifying income before you shop.

No returns need to be attached to anything yet. A rough figure on the phone, or in the form, gets the conversation started.

(484) 290-8667