Case Studies

  • The interior of a modern room with a wine display, wooden door frame, and yellow ceiling lighting in the background.

    Case Study #1—Business Owner Buys Target Home After Initial Qualification Scare

    A successful business owner came to us in desperation because she had been told by a previous mortgage broker that she only qualified for a low amount..

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  • Modern living room with two gray sofas, white pillows, a small marble coffee table, a fireplace, a potted plant, and a large mirror.

    Case Study #2—High-Net-Worth Entrepreneur Smoothly Refinances after Being Rejected by His Own Bank

    A highly successful, high-net-worth entrepreneur with a company that makes multiple eight figures annually had been with the same bank for over 20 years…

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  • A modern bathroom with a glass-enclosed shower, a white toilet, a dark blue vanity with a white marble countertop, a sink with a black faucet, a large mirror with a dark wooden frame, and decorative plants in a white vase.

    Case Study #3—High-Income Employee Switches to Freelance Work

    A highly experienced financial professional earning multiple six figures came to us for a mortgage on a home he could easily afford. A few months earlier, he had become a freelancer, working for his former employer…

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  • Modern two-story house with large glass windows, black and brown exterior, illuminated interior, surrounded by green lawn, trees, and outdoor dining area.

    Case Study #4—Business Owner Improves Credit Score and Qualifies for Dream Home

    A very successful business owner had been building up her business for over 20 years and was ready to upgrade to her dream home...

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  • Modern open-concept kitchen and living room with white walls, large windows, pendant and recessed lighting, and hardwood floors. The kitchen features a large island with a sink and built-in microwave. The dining area has a table with black chairs, and the living area includes a gray sofa, a fireplace, and a potted plant.

    Case Study #5—Artist Refinances Commercial Loan into Residential Loan on Live-Work Studio

    A prominent artist with a career of 40+ years came to us for help with an existing commercial, variable interest rate loan on his live-work studio…

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  • A bathroom with a white freestanding bathtub, a textured gray wall, a green plant, a towel on a wooden towel rack, and bottles on a small ledge.

    Case Study #6—Entrepreneur Refinances Two Properties with a Single Profit & Loss Statement

    An ultra-successful entrepreneur that I had known for many years came to me for two large refinances of residential properties with a business use…

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  • Bright living room with white walls, large windows with blinds, gray sofa, wooden dining table with chairs, and numerous potted plants, including a hanging plant on the right.

    Case Study #7—An Assisted-Living Entrepreneur Expands Her Business with an Out-of-the-Box Loan

    An assisted-living entrepreneur had been running a successful live-in elderly care operation in a single family home she owned…

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  • A modern house with large glass windows and a flat roof, set against a colorful sunset sky. There is an outdoor deck with a swimming pool and a wooden lounge chair, surrounded by a desert landscape with low shrubs and hills.

    Case Study #8—Artist Obtains Refinancing from the Same Lender He Was Previously Denied For

    An artist wanted to refinance his home to take advantage of lower rates, but he had been told by his mortgage broker that he would not qualify…

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  • Modern white multi-story house with large glass windows and balcony, backyard with swimming pool, outdoor seating, and green lawn with plants, set against a clear blue sky.

    Case Study #9—Business Owner Secures a Home with an Interest Rate That Beats Inflation

    A highly successful business owner came to us for the best deal on a bank statement loan for the purchase of a luxury home…

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Get a Free Brainstorming Consultation

We provide many mortgage options that are specifically geared to self-employed borrowers. If you are interested in getting a mortgage or refinance, give us a call so we can let you about your options. We will give you helpful advice and answer all your questions, even if you are not yet ready to move forward. 

Call us at 310-294-9413 for a Free Brainstorming Consultation, or self-schedule an appointment online.