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Statement-Based Mortgages

Secure financing for the independent entrepreneur. Typical home loans focus on tax returns, creating obstacles for business owners who utilize legal deductions to reduce their tax liability. The Wize Plan offers a solution by analyzing 12 to 24 months of bank activity to determine actual earnings.

How this fits your Wize Plan

Optimize Your Tax Savings

Collaborate with your CPA. You should not have to report higher taxable income—and owe extra taxes—simply to get a mortgage. Reach out to 786-408-8087 today.

Real Cash Flow Assessment

We analyze your specific business revenue and deposits to establish your buying capacity, offering a precise evaluation of your true fiscal health for loans.

Adaptable for Modern Income

Ideal for contractors, small business owners, and freelancers with varied income structures. For inquiries, you can email us at support@thewizeplan.com.

Expand Your Assets

Whether buying a home or adding to a rental portfolio, this loan supports your growth. Contact 786-408-8087 or email support@thewizeplan.com for details.

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