Partners
For CPAs & tax professionals
Your clients have real cash flow and tax returns that say otherwise. When a conventional underwriter sees minimized taxable income, we see a bank statement loan, a P&L loan, or asset depletion, and we can usually give your client a straight answer in one business day.
What the relationship looks like
- Bank statement, P&L-only, 1099, and asset depletion loans that qualify on cash flow, not taxable income
- Fast pre-approvals your clients can take to the negotiating table with confidence
- Plain-English explanations you can forward directly to clients, no jargon walls
- Co-hosted client education: homebuyer and investor workshops for your client base
Common questions
How do bank statement loans treat my client’s write-offs?
They sidestep them: income is calculated from deposits, not the bottom line of the tax return. Your tax strategy stays intact.
Will you keep me in the loop?
With the borrower’s permission, yes, status updates at application, approval, and clear-to-close.
Can my clients outside Florida work with you?
Yes, we arrange loans nationwide and confirm the licensed team for each state.
Compliance note: RESPA Section 8 prohibits kickbacks and referral fees for settlement-service referrals. Our professional relationships are built on service quality, speed, and education, never on compensation for referrals. We do not pay, receive, or discuss referral fees with any partner.
Work with us
One conversation is all it takes to see if the fit is right. No pitch decks, no obligations.