Mortgage Broker · Monterey Park, CA

Monterey Park Mortgage Broker

Buying with help from family, or with a business that never shows well on paper? We shop your loan across more than 100 lenders and find the ones that count every income in your household. It costs nothing to ask.

5.0 · 22 Google reviews NMLS #1277693 25 years mortgage & real estate experience Licensed in California
  • ✓ NMLS #1277693
  • ✓ Licensed in California
  • ✓ Direct broker access

When Family Helps You Qualify for a Loan

Your parents or a sibling want to help you buy, and you are not sure a lender will count their income. A mortgage broker finds the lenders that will. We shop your loan across more than 100 lenders and show you the answers before you apply anywhere.

How a co borrower who will not live there works

A relative who signs on the loan but does not move in is called a non occupant co borrower. Some lenders let that person's income and credit help you qualify. Others cap it or refuse it. The rules on who can help, and how much their income counts, change from lender to lender. We check yours first. Tell us who is helping.

Business income that arrives as cash flow

If you own a small business, your deposits are strong and your tax return is thin. Bank statement loans read the deposits and skip the return. That matters here, where so many buyers run their own companies. Lenders still count deposits in different ways, so the lender you pick changes the income you can claim.

The loans that fit most buyers

Bank statement loans lead. Conventional loans fit first time buyers at a modest price. DSCR loans serve landlords adding another rental. Up on the hill, prices often run past the conforming limit and call for a jumbo loan, while homes on the flats often stay under it. Those two groups end up with different lenders. Call (818) 478-2555 and we will tell you which group you are in.

Leo Teplitsky, Mortgage Broker | Founder, Advanced Funding Solutions
A lot of families here buy together. A parent adds income, a sibling adds a down payment, and everybody has a different kind of paycheck. Most lenders are not built for that. I know the ones that are, so I start there and we skip the applications that were never going to work.
— Leo Teplitsky Mortgage Broker | Founder · NMLS #1277693

If a Parent or Sibling Helps You Qualify

Your own income falls a little short, and a relative is willing to sign with you. Lenders treat that helper very differently. One counts all of it, another counts part, and a third does not allow it at all. We match your household to a lender that is comfortable with the arrangement before you apply. That keeps everyone from gathering papers for nothing. Start with a quick quote.

If Your Business Runs on Cash Flow

Your shop or company brings in steady deposits, and your tax return makes it look thin. A bank statement loan qualifies you on 12 to 24 months of deposits into your account. Lenders count those deposits in different ways, so the same statements can produce different incomes. We test yours first and pick the lender that treats your business best. See our bank statement loan overview.

When Your Home Sits Above or Below the Limit

Your price is past the conforming limit if you buy on the hill, and inside it if you buy on the flats. Past the limit you need a jumbo loan with a smaller group of lenders. Inside it you have the whole field. We tell you which side you are on early and shop that group. See our jumbo loan overview.

Buying a Rental to Add to Your Portfolio

You already own rentals, and your personal income is spoken for. A DSCR loan compares the rent a property earns against the payment and qualifies you on that. It works well for landlords who keep buying. How you document the rent decides which lender fits. See our DSCR loan overview.

A First Home at a Modest Price

You are buying your first home, your price is modest, and you want a clear plan. A conventional loan is often the cheapest choice, and we will say so if it is. Ask for a quote. We still compare several lenders for you, because the same loan costs different amounts in different places.

Loan Facts for Monterey Park Buyers

Loan types
Bank statement, conventional, DSCR, jumbo, foreign national
Lenders we shop
More than 100 wholesale lenders, one application
Bank statement income
12 to 24 months of business or personal deposits
Family co borrowers
Lenders that accept a helper who will not live in the home
Rental purchases
DSCR loans qualified on the rent the property earns
How it starts
A conversation. No application, no obligation.
Office
Calabasas Road, Calabasas
Experience
25 years of mortgage experience
Licensed states
California
NMLS
#1277693
Who Qualifies

You Might Be a Good Fit If

Contact Advanced Funding Solutions to discuss whether this program may be a fit for your scenario. Eligibility, loan amounts, and terms are set by the funding lender after a complete application and underwriting review.

Get a Quote →
  • A parent or sibling wants to sign on the loan to help you qualify
  • You own a small business whose deposits are stronger than its tax return
  • You are buying on the hill and your loan is past the conforming limit
  • You are a landlord who wants the next rental to qualify on its own rent
  • You are buying your first home at a modest price and want the cheapest plain loan
The Process

From First Call to Closing Day

1

Tell Us Who Is Buying and Who Is Helping

Start with a short talk about the whole household. Who will live in the home, who is signing, and how each person is paid. A paycheck, a business, rent or a gift toward the down payment all matter. Nothing formal starts here. It just tells us which lenders welcome a family buying together.

2

We Check How Each Lender Treats Every Income

Lenders do not read every kind of income the same way. We line up your household against their rules and note who accepts a helper who is not moving in, who counts business deposits and who limits gifts. You see the short list and what each lender asks for, before anyone signs.

3

Everyone Sends Their Part of the Papers

We give each person a plain checklist, so the parent, the sibling and the buyer only collect what applies to them. Where a gift covers part of the down payment, we tell you what the lender wants to see. Then we send the loan to the lender with the best fit.

4

The Lender Funds and You Get the Keys

The lender reviews the papers, orders the appraisal, and approves and funds the loan. We stay with you until closing and explain each step as it comes. You will know who collects the payments afterward and how to reach us if a question comes up later.

FAQ

Mortgage Broker in Monterey Park: Common Questions Answered

Can a parent who will not live in the home co sign?
Often yes. A relative who signs but does not move in is a non occupant co borrower, and many lenders let that person's income and credit help you qualify. Some lenders limit how much it counts. We tell you which ones are comfortable with the setup before you apply.
Will it cause trouble if a relative gives me part of the down payment?
Not if it is handled correctly. Lenders usually want to see where the money came from and a signed letter that says it is a gift and not a loan. We tell you exactly what each lender asks for, so the paperwork does not slow you down late in the process.
How do I prove income if customers pay me in cash?
Cash that goes into your bank account shows up on your statements, and a bank statement loan reads those deposits. Cash that never reaches the bank cannot be counted. If you have not been depositing it, we look at how much history you have and tell you honestly where you stand.
Does living on the hill mean I need a jumbo loan?
Often, yes. Prices on the hillside tend to run past the conforming limit, which the Federal Housing Finance Agency resets each year. Homes on the flats often stay under it. We check your exact price against the limit on the first call.
I am buying my first home at a modest price. Do I need a broker?
You may not, and we will say so. A conventional loan is often the cheapest path when your income is steady and your credit is good. We still compare several lenders, because the same loan costs different amounts at different lenders.
Can a landlord keep buying rentals without hitting a wall?
A DSCR loan helps. It qualifies each new property on the rent it earns, so your personal income does not run out as you add homes. Each lender has its own rules on what rent proof it wants. We match you before you pick a house.
What if I am not a U.S. citizen?
You may still qualify. Foreign national loans exist for buyers without U.S. credit history, and some lenders work with buyers who hold other kinds of status. Tell us your situation on the first call and we will say which lenders fit.
What will you need from my family on the first call?
Very little. We ask who is buying, who is helping, and roughly what the home costs. You do not need papers yet. Call (818) 478-2555 or send the form, and we will take it from there.
Los Angeles County · Monterey Park, CA

About Mortgage Broker in Monterey Park, CA

Hills and flats split this market in two. Homes in Potrero Heights sit high on the hillside and often clear the conforming limit. Brightwood and South Ramona fill the middle, where some homes fit under the limit and others pass it. That split decides which lenders you talk to.

Households here often buy together. A parent adds income, a sibling helps with the down payment, and one or two people run a small business. Some buyers also hold steady government jobs. We sort each of those into the lender who welcomes it.

Landlords are the third group. Many buy another rental in the surrounding valley towns and want each one to qualify on its own rent.

The rest of the county is covered on our Los Angeles mortgage broker page. You can also tell us about your household and we will suggest a loan.

More in Monterey Park

Other Loan Programs in Monterey Park

Monterey Park borrowers working with Advanced Funding Solutions have access to the full non-QM suite, not just mortgage broker. Whether you need jumbo loans in Monterey Park , hard money loans in Monterey Park, AFS routes your scenario across 100+ wholesale lenders to the one best positioned to fund it.

Tell us who is buying

Tell us who is buying, who is helping and what the home costs, and we will name the lenders most likely to say yes before you apply anywhere. Call (818) 478-2555 or send the form. Advanced Funding Solutions, NMLS #1277693, is a licensed mortgage brokerage in California. All loans are subject to credit, income, asset, property, and underwriting approval.

Ready for a Monterey Park Mortgage Broker quote?

Advanced Funding Solutions, NMLS #1277693. Licensed in California. No call center. No junior LO handoff.