Asset Depletion Loans

Asset depletion loans are specialty mortgage programs that allow borrowers to qualify using liquid assets rather than traditional employment income. Instead of W-2s or tax returns, qualification is based on your existing savings, investments, retirement accounts, and other liquid assets — divided over a set period to establish a monthly qualifying "income." This is ideal for retirees, high-net-worth individuals, and others with substantial assets but limited traditional income documentation. Contact Q Home Loans to discuss your asset portfolio.

Program Benefits

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Designed for Retirees

If you've saved diligently but no longer have W-2 income, asset depletion lets you qualify using what you've built.

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Keep Assets Invested

You don't need to liquidate assets — they're simply used to calculate qualifying income.

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Luxury Property Access

High-net-worth borrowers can finance luxury properties and second homes without employment income.

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Retirement Account Friendly

IRAs and 401(k)s (with a haircut for taxes) can be included in asset calculations.

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Privacy

No need to document employment history or business income — just asset statements.

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Investment Property Eligible

Asset depletion can be used for investment property financing alongside DSCR income.

Requirements

Basic Qualifications

  • Minimum 700 credit score
  • Substantial liquid assets (typically $500K+ for meaningful income calculation)
  • Assets divided over loan term to calculate monthly income
  • Retirement accounts discounted by 30%–40% for tax liability
  • Down payment of 20%–30% typically required
  • Property appraisal required

Required Documents

  • Last 2–3 months statements for all asset accounts
  • Retirement account statements (IRA, 401k, brokerage)
  • Government-issued photo ID
  • Signed purchase agreement
  • CPA letter or tax returns (may be required)
  • Property insurance quote

Frequently Asked Questions

Get answers to common questions about asset depletion loans.

How does asset depletion income work?

Lenders divide your eligible assets by the loan term (in months) to calculate a monthly income figure. For example, $1.2M in assets divided by 360 months = $3,333/month in qualifying income.

What types of assets qualify?

Checking and savings accounts, investment accounts (stocks, bonds, mutual funds), and retirement accounts (with a discount for taxes) all qualify. Real estate equity typically does not count.

Do I have to liquidate my assets?

No. You don't need to withdraw or liquidate anything. The assets are simply documented and used to calculate qualifying income.

Can I combine asset depletion with other income?

Yes. Asset depletion income can be combined with Social Security, pension income, rental income, or any other documented income source.

What credit score do I need for an asset depletion loan?

Most programs require a minimum 700 credit score, with the best terms available at 720+.

Ready to Get Started?

Q Home Loans specializes in asset depletion loans for homebuyers in Washington, Idaho, and the Pacific Northwest.