Loan Program

Asset-Based Qualification Loan

A mortgage that may use eligible verified assets to calculate qualifying monthly income.

A mortgage that may use eligible verified assets to calculate qualifying monthly income.

Program overview

  • Qualifying assets are converted to monthly income using the program methodology.
  • The source guidelines call for asset statements and do not require employment for this qualification path.
  • Eligible assets, account history, credit, reserves, occupancy, and property requirements apply.

Who this may help

Borrowers with significant verifiable assets who may benefit from asset-based qualification.

Key guidelines

  • Qualifying assets are converted to monthly income using the program methodology.
  • The source guidelines call for asset statements and do not require employment for this qualification path.
  • Eligible assets, account history, credit, reserves, occupancy, and property requirements apply.

Important notes

Program information is summarized from the current wholesale source guidelines. Requirements and availability may change. A complete borrower, property, and transaction review is required before determining whether an option is available.

Best next step

Contact RGI Mortgage to review the complete scenario and compare available options.

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Next Step

Questions about this loan program?

Talk with RGI Mortgage about whether this option may fit your situation before choosing a loan path.