Bank Statement Income Calculator

I. Broker Contact Information

Account Executive * Please select an Account Executive.

Broker Company * Required.

Requester Name * Required.

Requester Phone * Required.

Requester Email * Enter a valid email address.

Broker NMLS ID * Required.

Additional Contact Email (Optional)

II. Applicant Information

Applicant #1 Full Name * Required.

Last 4 Digits of SSN * Enter the last 4 digits of SSN.

Applicant #2 Full Name (Optional)

Lien Type * Please select a lien type.

Business Name * Required.

Business Type / Industry * Required.

Percent Ownership * — Min. 25% Required.

Minimum 2 Years Self-Employed *

Yes No

Please confirm self-employment history.

Years Self-Employed * Required.

Years Business Owned * Required.

III. Income Analysis

Submit the following documentation for income analysis (self-employed only).

Months of Bank Statements *

12 Months 3 Months

Please select statement period.

Account Type *

Business Account

Reflects business name, or listed as a business account at the bank.

Co-mingled

Personal account used for both personal and business. Consult AE for expense factor.

Personal Account

Separate business account; 3 months business statements. No expense factor applied.

Please select an account type.

Expense Factor * Please select an expense factor.

Business Category *

Product Business Service Business

Please select a business category.

Number of Employees / Contractors * Required.

NSFs in the Last 12 Months *

No Yes

Please indicate NSF status.

IV. Loan Structure Desk

Submit the following additional information if you need assistance with credit grade and loan structuring.

Additional Documentation Submitted (Check all that apply)

2 Years Tax Returns Credit Report(s) Assets Lease Agreements (DSCR / No-Ratio Loans) Business Narrative Other (describe in comments)

V. Exception Request

Exception Request Details (Optional — 1000 char max)

0 / 1000

VI. Broker Comments

Broker Comments (500 character max)

0 / 500

VII. Bank Statement Upload

Bank Statements * — Each file is attached to the email individually

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Upload Bank Statements

Click to browse or drag & drop — PDF, JPG, PNG, TIFF

Please upload at least one bank statement.

Submission Guidelines

At least one applicant must be self-employed to qualify.
Minimum 2 years self-employment history required.
Use the representative score of the primary wage earner.
Maximum DTI is 55%. Additional restrictions may apply.
If NSF activity is present, additional restrictions apply. Consult your AE for specifics.
All requests submitted with complete 12 months of bank statements will be completed within 24 hours.

What happens when you submit:

A completed PDF of this form is generated and downloaded to your computer.
The PDF + all uploaded bank statement files are emailed to bankstatementcalc@revofunding.com.