Mortgage Navigator • Conventional • Self-Employment

Declining self-employed income

A two-year average can overstate what a declining business is producing today.

Trend analysis

Both agencies require the lender to analyze whether business income is stable and likely to continue. The analysis should consider year-over-year movement in gross receipts, expenses and taxable income—not just average two tax-return bottom lines.

Current performance can matter

When stability is uncertain, current-year financial statements or recent business bank statements can help demonstrate whether the decline has stabilized, continued or reversed. Freddie expressly identifies these documents as tools that may support business and income analysis.

Mortgage myth: “the lender always averages two years no matter what” is wrong. A declining trend may require a lower amount or make the income unusable.

Official guide baseline

Fannie Mae Selling Guide · Freddie Mac Seller/Servicer Guide

Agency guide and AUS findings control. Tax-return, business-analysis and lender-overlay requirements can change the usable income.