Get the #1 Realtor P&L Template Lenders Actually Approve

Used by 8,000+ agents to finally prove 1099 income and unlock mortgages & business loans

      Stop hearing “We can’t verify your income.”

      This clean, professional P&L is exactly what underwriters want to see from real estate agents.

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You’ll Get All This Instantly

House Editable PDF + Excel (auto-calculates Net Commission Income)
Money Bag GCI → Broker Splits → Net Commission Income breakdown
Car Mileage, Marketing, E&O, MLS dues – every realtor expense covered
Bank Lender-ready format accepted everywhere
Gift Bonus: “How to Explain Realtor Income to Lenders” cheat sheet

Bonus Cheat Sheet (included free)

Show Net Commission Income as your “true revenue” (not just GCI)
Use 24 months of P&Ls + bank statements for strongest approval
Deduct 67¢ per mile in 2025 + home office + marketing

Instant delivery • 100% private • One-click unsubscribe anytime

Frequently Asked Questions

Do mortgage lenders actually accept this template?

Yes – used by over 8,000 agents with banks, credit unions, and mortgage brokers nationwide. Perfectly aligns with Schedule C.

Is it editable?

You get both a fillable PDF and a fully editable Excel file with auto-calculating totals.

How fast is delivery?

Instant – Formspree emails the download link in under 30 seconds.

Will this work for Canadian agents?

Yes, with minor tweaks for mileage rate & HST. Instructions included.

Trusted by top producers at Keller Williams • eXp • Compass • RE/MAX • Coldwell Banker • Independents