How to secure a mortgage with a complex income
Mortgages

When mortgage lenders assess affordability, income is one of the key factors that they use. As well as looking at the amount you earn, the lender will review how consistent your earnings are. If you have a complex income, you may have fewer mortgage deal options, but you should still be able to secure a mortgage through a specialist lender. 

This blog explains how lenders assess applicants who might have a complex income and how to improve your chances of mortgage approval. 

What counts as a complex income?

Complex income includes the following:

How lenders assess multiple income streams

When mortgage lenders assess applicants with multiple income streams, they will categorise the different types of income, with more weighting on the most reliable one. The primary salary will usually be fully counted, and this will be based on recent payslips.

Other income such as some freelance work on the side of your main job may be counted but only if you can prove that it is consistent and the lender may only include a percentage of this into the affordability calculations, as it is not guaranteed income.

With commission-based income, lenders will review the average amount over a period of two to three years. Many lenders will also only include a percentage of around 50% to 70% of bonuses and commission in affordability calculations but if the income is consistent over a longer period, there are some lenders who will count 100% of this income stream.

 

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With a complex income, lenders are looking for evidence of consistent earnings over a period of two or more years.

Most suitable mortgage options for those with complex income

A mortgage broker who works with specialist lenders will be able to help you to find the most suitable mortgage options depending on your specific income structure. At James Leighton, we work with over 90 lenders to find our clients the most suitable deals based on their circumstances, whether they are self-employed, have commission-based income or multiple income streams.

We use our mortgage market knowledge to identify products that clients are most likely to be approved for to help them achieve their property goals. We also communicate directly with underwriters, to explain our clients’ financial situation in the most favourable light.

Documents you’ll need to support your application

Your mortgage application will be stronger if you have solid evidence of your income through documents such as:

Self-employed

  • SA302s 
  • 2-3 years of tax returns 
  • Business accounts and bank statements

Commission-based

  • Letter from employer detailing commission structure
  • 2-3 years of P60s showing total income

Freelance work

  • Invoices/contracts
  • Bank statements showing received payments

In addition to these documents, all mortgage applications will also require standard documents such as proof of ID, 3-6 months of bank statements and proof of address will be obtained.

How to improve your chances of mortgage approval

With a complex income, lenders are looking for evidence of consistent earnings over a period of two or more years. To help improve your chances of being approved for a mortgage, the following will strengthen your application:

  • Provide evidence of income for 2-3 years
  • Make sure that paperwork such as accounts match your SA302s
  • Contribute a higher deposit amount
  • Improve your credit report by clearing/reducing debts and making payments on time
  • Choose a mortgage broker who works with a large range of specialist lenders

Securing a mortgage with a complex income involves different financial assessments compared to applications with traditional income but we can help ensure that the maximum number of lenders are available for your unique income structure. For personalised advice and application process support, get in touch for a no-obligation chat.