Wirly

Advertiser Disclosure: Wirly may receive compensation when you click lender links. This does not affect our rankings, which are based on publicly available data and editorial review. See our methodology.

Best Refinance Lenders for Self-Employed Borrowers (2026)

Lenders with flexible income verification for freelancers, contractors, and business owners looking to refinance.

Top Lenders for This Situation

Rocket Mortgage

4.5

Best for: Online experience

Min. credit score

580

ConventionalFHAVAJumbo

Pros

  • +Streamlined online process with fast pre-approval
  • +Wide range of loan products including jumbo
  • +Highly rated mobile app and customer support

Cons

  • -Origination fees may be higher than some competitors
  • -No in-person branches for face-to-face meetings
  • -Limited home equity loan options

Better

4.3

Best for: Low fees

Min. credit score

620

ConventionalFHAJumbo

Pros

  • +No origination fees or lender commissions
  • +Transparent pricing with real-time rate quotes
  • +Fast closing timeline in eligible markets

Cons

  • -No VA loans
  • -Limited physical locations for in-person support
  • -Customer service can be inconsistent during high volume

LendingTree

4.2

Best for: Comparing multiple offers

Min. credit score

580

ConventionalFHAVAJumboUSDA

Pros

  • +Receive up to 5 offers from competing lenders
  • +Wide range of loan types and lender partners
  • +Helps borrowers with lower credit scores find options

Cons

  • -Not a direct lender (marketplace model)
  • -May receive marketing calls from multiple lenders
  • -Rates shown are estimates until lender verification

SoFi

4.4

Best for: High-balance loans

Min. credit score

600

ConventionalJumbo

Pros

  • +No origination, application, or appraisal fees
  • +Competitive rates for well-qualified borrowers
  • +Unemployment forbearance program for members

Cons

  • -No FHA, VA, or USDA loans
  • -Higher minimum credit score than some competitors
  • -Limited loan product variety

Guaranteed Rate

4.3

Best for: Wide loan selection

Min. credit score

620

ConventionalFHAVAJumboUSDA

Pros

  • +Extensive loan product menu including niche options
  • +Both digital and in-person support available
  • +Competitive rates with rate lock flexibility

Cons

  • -Origination fees vary by market and loan type
  • -Online reviews cite occasional processing delays
  • -Not available in all states for all products

loanDepot

4.0

Best for: Repeat customers

Min. credit score

620

ConventionalFHAVAJumbo

Pros

  • +Lifetime guarantee waives lender fees on future refinances
  • +Available nationwide with local loan officers
  • +Solid digital application experience

Cons

  • -Higher rates reported compared to some online lenders
  • -Customer service ratings have fluctuated
  • -No USDA loans

PennyMac

4.1

Best for: Existing PennyMac borrowers

Min. credit score

620

ConventionalFHAVAJumbo

Pros

  • +Simple refinance process for current PennyMac customers
  • +Competitive rates on conforming and government loans
  • +No in-person visit required

Cons

  • -Limited branch locations
  • -Less competitive for jumbo or non-conforming loans
  • -Online tools are functional but not best-in-class

Chase

4.2

Best for: Existing Chase customers

Min. credit score

620

ConventionalFHAVAJumbo

Pros

  • +Rate discounts for existing Chase banking customers
  • +Nationwide branch network for in-person support
  • +Strong reputation and financial stability

Cons

  • -Less competitive rates without relationship discounts
  • -Approval process can be slower than online-only lenders
  • -No USDA loans

Wells Fargo

3.9

Best for: In-person service

Min. credit score

620

ConventionalFHAVAJumbo

Pros

  • +Large branch network for face-to-face support
  • +Closing cost assistance programs available
  • +Wide range of conventional and government loan products

Cons

  • -Online application experience lags behind digital-first lenders
  • -Past regulatory issues may concern some borrowers
  • -Rates may not be the most competitive for all profiles

Relevant Loan Types

ConventionalJumbo

See your numbers

Use real Federal Reserve data to calculate your potential refinance savings for this scenario.

Try the Calculator

Frequently Asked Questions

How do lenders verify self-employment income?

Most lenders require 2 years of tax returns, a current year profit-and-loss statement, and business bank statements. They typically average your net income over 2 years.

Can I refinance if I just started my business?

Most conventional lenders require at least 2 years of self-employment history. Some portfolio lenders and non-QM lenders may accept 1 year with strong compensating factors.

What is a bank statement loan?

A bank statement loan uses 12 to 24 months of personal or business bank statements instead of tax returns to verify income. These are non-QM loans with slightly higher rates but more flexibility.

How do tax deductions affect my ability to refinance?

Lenders use your net income (after deductions) from tax returns. Heavy write-offs reduce your qualifying income. This is why many self-employed borrowers explore bank statement programs.

What credit score do self-employed borrowers need?

The same minimums apply: 620 for conventional, 580 for FHA. However, a higher credit score (700 or above) can help compensate for the perceived risk of self-employment income.

This page is for educational purposes only and does not constitute financial advice. Wirly is not a lender or mortgage broker. Individual rates, terms, and eligibility vary by lender and borrower profile. Consult a licensed mortgage professional for personalized guidance.