Sole Traders & Freelancers: The Complete Mortgage Guide

Being your own boss comes with freedom—but also complexity, especially when applying for a mortgage. As a sole trader or freelancer, your income might not fit the traditional mould lenders expect. However, with the right approach and expert guidance, securing a mortgage that suits your needs is entirely achievable.

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Your home may be repossessed if you do not keep up repayments on your mortgage.

What Is a Sole Trader or Freelancer Mortgage?

A sole trader or freelancer mortgage is designed for self-employed individuals who work independently, without forming a limited company. These mortgages take into account your trading profits rather than a salary, offering a fairer way to assess affordability for those with non-traditional income streams.

Why Are Sole Trader Mortgages Different?

Traditional mortgage applications often favour predictable, salaried income. For sole traders and freelancers, this can pose challenges:

  • Lenders may struggle to assess variable or project-based income

  • Your tax-efficient earnings might appear lower on paper

  • Income volatility can be misunderstood by mainstream providers

Sole trader and freelancer mortgages address these nuances, using more suitable income verification methods to support your application.

How Do Sole Trader Mortgages Work?

When applying as a sole trader or freelancer, lenders typically assess:

  • Net profit shown on your SA302s and tax returns

  • Income consistency over the past 1–3 years

  • Business sustainability and client base

  • Your credit history and deposit amount

Most lenders require at least one full year of trading history, though two or more is often preferred for stronger approval chances.

Who Can Apply for a Sole Trader Mortgage?

You may be eligible if you:

  • Operate as a registered sole trader or self-employed freelancer

  • Can provide at least one year’s tax returns and SA302s

  • Have a steady income from contracts or clients 

Freelancers across all industries—from creatives to consultants, tradespeople to digital professionals—can apply.

How Much Can You Borrow as a Sole Trader?

Lenders usually base their calculation on your average annual net profit, as shown on your tax returns. For example:

If your average net profit over the last two years is £40,000, and the lender uses a 4.5x multiplier, you might be eligible to borrow up to £180,000.

However, this figure may vary depending on:

  • Fluctuations in your income

  • Debt levels and outgoings

  • The size of your deposit

  • Your overall credit profile

The Application Process: Step-by-Step

  • Prepare financial records: Ensure SA302s and tax overviews are accurate and up to date.

  • Review income trends: Consistency can strengthen your case.

  • Work with a specialist broker: They can match you with lenders who understand self-employment.

  • Compare mortgage deals: Check interest rates, terms, and flexibility.

  • Submit application: Provide all necessary documentation.

  • Approval and completion: Your broker will guide you through to the finish line.

Why use a Specialist Broker?

A broker experienced in self-employed mortgages can:

  • Find lenders who understand irregular income

  • Present your case in the best possible light

  • Help you avoid unnecessary rejections

  • Save you time and effort throughout the process

Ready to take the next step?

If you have more questions about getting a mortgage as a company director – or if you want tailored advice for your own situation – we’re here to help. Book a fee-free mortgage discovery call with our team today to discuss your needs and find out what options are available.

Your home may be repossessed if you do not keep up repayments on your mortgage.