📞 0432 634 648 — Executive Mortgage Specialist

Executive Bonus Strategy: Maximizing Lending Capacity with Variable Comp

Mortgagefy Team • 7 min read

Your bonus is discretionary on paper but guaranteed in practice. Here's how specialist lenders see it.

The Challenge

Executive compensation packages confuse most lenders: base salary is straightforward, but bonuses, equity, and options create complexity. Here's how specialist lenders evaluate your total compensation package for maximum lending capacity.

Real Examples: How Specialist Lenders See It

Corporate Executive

Income: $200k base + $100k bonus (5-year average)

Home Value: $800k home

Result: Bank counted only base. Specialist: payment history + employment contract, counted full bonus, approved $850k

C-Suite with Stock Options

Income: $250k base + $150k options (partially vested)

Home Value: $1.1M home

Result: Options complexity. Specialist: vesting schedule + historical value, conservative valuation, approved $950k

COO with Discretionary Bonus

Income: $180k base + variable $80k bonus

Home Value: $750k home

Result: Bonus called "discretionary." Specialist: 3-year average + board minutes, counted full amount, approved $800k

How to Get Approved

  1. Gather documentation specific to your income structure (not just tax returns)
  2. Find a specialist lender who understands your profession
  3. Present your income optimally—showing gross, net, projections, and add-backs
  4. Work with a broker who can match you with the right lender first time

Get Your Free Assessment

Tell us your income structure and we'll show you exactly how much you can borrow—and which lenders will approve you.

Call 0432 634 648 — Free Assessment

No obligation. No broker fees.