Non-Traditional Loan
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Asset Depletion

Let Your Assets Work for You

Asset depletion loans calculate a hypothetical monthly income based on your liquid assets divided over a set period. This allows borrowers with substantial savings but limited traditional income to qualify for a mortgage without employment verification.

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680+

Min. Credit Score

20%+

Down Payment

Varies

Min. Assets

12+ Mo.

Reserves

Key Features

Why Choose This Loan?

01

No Employment Required

Qualify without a job or traditional employment income. Your assets serve as the basis for qualification.

02

Simple Formula

Total eligible assets are divided over the loan term (typically 360 months) to derive a qualifying monthly income.

03

Multiple Asset Types

Use checking, savings, investment accounts, retirement funds, and other liquid assets to qualify.

04

High Loan Amounts

Finance high-value properties based on the strength of your asset portfolio.

05

Flexible Property Types

Available for primary residences, second homes, and investment properties.

06

Competitive Terms

Fixed and adjustable rate options with terms designed for asset-rich borrowers.

Requirements

Eligibility Criteria

  • Minimum credit score of 680
  • Sufficient liquid assets to derive qualifying income
  • Assets must be documented and verifiable (bank/brokerage statements)
  • Down payment of at least 20%
  • 12+ months of reserves after closing
  • Primary residence, second home, or investment property
  • Retirement assets may be used with applicable discount factors

Perfect Match

Ideal For

  • Retirees with substantial savings but limited monthly income
  • High-net-worth individuals who live off investments and dividends
  • Early retirees not yet drawing Social Security or pension income
  • Borrowers between careers with significant savings
  • Trust fund beneficiaries or those with inherited wealth

How It Works

Simple 4-Step Process

From application to closing, we make the mortgage process straightforward and stress-free.

01

Apply Online

Complete our simple online application in minutes. No commitment required.

02

Get Pre-Approved

Receive your pre-approval within 24-48 hours with competitive rate options.

03

Lock Your Rate

Choose the best rate and terms that fit your financial goals.

04

Close & Celebrate

We handle the paperwork and guide you through a smooth closing.

Ready to Get Started?

Let our experienced team help you find the perfect loan solution. Apply today and get pre-approved in as little as 24 hours.

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