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Asset-Based Loans

Asset-based loans use your existing assets — property equity, liquid reserves, or investment holdings — as the primary basis for qualification, rather than traditional income documentation.

Best Fit

Who This Program Is For

High-net-worth individuals with significant assets
Investors who prefer not to document income traditionally
Self-employed borrowers with complex income structures
Retirees or investors living off portfolio income
Qualification

How Qualification Works

Documented liquid or semi-liquid assets
Asset statements (bank, brokerage, retirement)
Property collateral assessment
Minimum reserve requirements

Key Benefits

Qualify using assets instead of income
Flexible documentation requirements
Available for various property types
Suitable for complex financial situations

Key Considerations

Asset verification required
Minimum asset thresholds apply
Rates may vary based on asset type and amount
Program-specific requirements
Process

How It Works

STEP 01

Asset Review

We assess your asset base and determine qualification path.

STEP 02

Program Matching

Match your profile to the best asset-based product.

STEP 03

Documentation

Provide asset statements and property documentation.

STEP 04

Closing

Close with confidence knowing your assets support the loan.

FAQ

Frequently Asked Questions

Ready to Explore Asset-Based Loans?

Talk with an advisor who can walk you through qualification, terms, and next steps for your specific deal.

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