Asset Depletion Loans

What is Asset Depletion?

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.

Why Choose Asset Depletion Loans?

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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.

Asset Depletion Loans 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

How It Works

Asset depletion loans work by converting your liquid assets into a calculated monthly income figure. The lender takes your total eligible assets, subtracts any required down payment and closing costs, then divides the remaining amount by a set number of months (typically 360 for a 30-year loan). This calculated monthly figure becomes your qualifying income. For example, if you have $1,000,000 in eligible assets after down payment, the lender would calculate $1,000,000 ÷ 360 = $2,778 per month in qualifying income. This income is then used to determine your debt-to-income ratio and loan eligibility, just like traditional income verification.

Who Should Consider Asset Depletion Loans?

Retirees

You've built significant wealth but no longer have W-2 income. Asset depletion converts your savings into qualifying income.

High-Net-Worth Individuals

Wealthy borrowers who prefer to keep assets invested rather than making large down payments can use asset depletion to qualify.

Early Retirees

Retired before traditional retirement age? Asset depletion bridges the gap between early retirement and Social Security or pension income.

Investors with Passive Income

Combine asset depletion with rental income or DSCR qualification for maximum flexibility.

Frequently Asked Questions

Get answers to common questions about asset depletion loans.

Ready to Get Started?

Q Home Loans specializes in asset depletion loans for homebuyers and investors in Washington. Get expert guidance and competitive rates.

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