PathIQ
Wholesale & Multifamily Intelligence

The smartest path to your next property.

PathIQ matches you to the right loan program — Conventional, FHA, DSCR, portfolio, bank-statement, or commercial multifamily — and pairs you with a vetted loan officer to pre-qualify you fast. Buy with precision, not guesswork. At no cost to you.

Loan Programs

One platform. Every loan program.

PathIQ helps match you to the program that actually fits your deal and your income — from agency conventional to commercial multifamily. Tap any program for what you'll need and how loan limits work.

Conventional / Agency

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Fannie Mae & Freddie Mac financing for primary, second-home, and investment properties within conforming limits.

What you'll need

  • 2 years of tax returns and W-2s, plus your 2 most recent pay stubs
  • Typically 3–20% down (20% avoids monthly PMI)
  • Credit score around 620 or higher

Loan limits

Your loan must fall within the FHFA conforming limit for the county you're buying in. Above that, you'd move to a jumbo or portfolio program.

Check your county's loan limits →

FHA

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Low-down-payment, flexible-credit loans for owner-occupied 1–4 unit homes — ideal for first-time and house-hacking buyers.

What you'll need

  • Income docs (W-2s or returns, pay stubs, recent bank statements)
  • As little as 3.5% down with a 580+ score (10% down for 500–579)
  • Includes an upfront and a monthly mortgage insurance premium (MIP)

Loan limits

FHA sets its own county-by-county limits (higher in high-cost areas), separate from the conforming limit.

Check your county's FHA limits →

DSCR / Investor

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Qualify on the property's cash flow instead of personal income. Built for rental and small multifamily investors.

What you'll need

  • No personal income or job documentation
  • The property's rent must roughly cover the payment (DSCR near or above 1.0)
  • Typically 20–25% down and a 660+ credit score

Loan limits

Set by the lender rather than agency caps — loan amounts often run well into the millions per property.

Analyze a rental's numbers →

Portfolio

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Flexible, lender-held programs for borrowers and properties that fall outside standard agency guidelines.

What you'll need

  • Case-by-case underwriting rather than a fixed checklist
  • A good fit for unique properties, complex income, or recent credit events
  • Terms and down payment vary by lender and scenario

Loan limits

Defined by the lender that holds the loan, so amounts can exceed conforming limits.

See if you're a fit →

Bank-Statement / Self-Employed

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Qualify using 12–24 months of bank deposits instead of tax returns — for business owners and 1099 earners.

What you'll need

  • 12–24 months of personal or business bank statements instead of tax returns
  • Typically 10–20% down and a 620+ credit score
  • Proof of self-employment (business license or CPA letter)

Loan limits

Set by the lender, with jumbo loan amounts available.

Get matched to this program →

Commercial Multifamily (5+ units)

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Underwriting and financing for 5+ unit apartment buildings, with NOI, cap rate, and DSCR analysis built in.

What you'll need

  • The property's financials — a rent roll and trailing-12-month operating statement
  • Underwritten on NOI, cap rate, and DSCR (commonly 1.25 or higher)
  • Typically 25–30% down

Loan limits

Deal-specific — the loan is sized to the property's income, not a county cap.

Analyze a multifamily deal →

Guidelines vary by lender — figures shown are typical ranges, not a commitment to lend.

What you'll need: the 2-2-2 rule

Lenders consistently ask multifamily borrowers for the same three income proofs. Gather them now and your file moves faster.

2 years of tax returns

Personal federal returns with all schedules. Shows lenders your long-run income stability.

2 years of W-2s

Or 1099s if you're self-employed. Used to verify your employment and reported income.

2 most recent pay stubs

Your two latest pay stubs. Confirms your current earnings.

Download the 2-2-2 checklist (PDF) →

The Process

From profile to closing. In six steps.

PathIQ turns a complex, jargon-heavy process into a clear, data-driven path. Here's exactly how it works.

Step 01

Create your profile

Enter your financial snapshot — income, existing debt, credit range, and down payment capacity. PathIQ uses this to calibrate every analysis to your actual situation, not a generic buyer.

Takes under 3 minutes. No credit pull required.
Income$145,000/yr
Existing Debt$1,240/mo
Down Payment$80,000
Analysis complete
Step 02

Run the numbers, find your program

Add a target property address. PathIQ instantly runs the deal economics — DSCR, payment, and cash flow — and your loan officer uses it to match you to the right program, from Conventional and FHA to DSCR, portfolio, bank-statement, and commercial multifamily.

Supports single-family, 2–4 unit, condo, and 5+ unit multifamily.
DSCR (Conventional)1.42
DSCR (DSCR Loan)1.18
DSCR (Portfolio)1.31
Analysis complete
Step 03

Check loan limits

PathIQ cross-references your target county against live FHFA conforming and high-balance loan limits. You'll know immediately whether your purchase falls within conforming limits or requires jumbo financing.

Updated daily. Covers all 3,143 U.S. counties.
CountyTravis, TX
Conforming Limit$766,550
High-Balance$1,149,825
Analysis complete
Step 04

Get your purchase path

Based on your profile, DSCR results, and loan limit data, PathIQ generates a step-by-step purchase path — from pre-qualification to closing. Each step is sequenced for your specific scenario.

Integrates with your lender, agent, and title company.
Steps to Close7 steps
Est. Timeline38 days
Confidence94%
Analysis complete
Step 05

Export & share reports

Generate a lender-ready PDF report with your DSCR analysis, loan limit summary, and purchase path. Share it with your mortgage broker or real estate agent to accelerate underwriting.

Lender-ready PDF and secure share links.
Report FormatPDF / Share Link
Lender-ReadyYes
Pages4–6 pages
Analysis complete
Step 06

Close with confidence

PathIQ monitors your deal as it progresses — alerting you to loan limit changes, rate movements, or underwriting flags before they become problems. You arrive at closing prepared, not surprised.

Real-time alerts as your deal moves.
Avg. Time Saved12 hours
Deals Saved1 in 4
User Satisfaction97%
Analysis complete
Pre-order early access →
Real Scenarios

PathIQ works for every buyer type.

Real Estate Investor

Evaluating a 4-unit property in Phoenix. Needs to know whether it pencils on a DSCR or portfolio loan before making an offer.

Program match in 90 seconds. Offer submitted same day.

First-Time Buyer

Buying a duplex to house-hack. Wants the lowest down payment possible while renting out the other unit.

FHA path mapped. 3.5% down, owner-occupied — confirmed.

Self-Employed Buyer

Strong cash flow but writes most income off on taxes. Needs to qualify without two years of tax returns.

Bank-statement program matched. Qualified on deposits.

For loan officers and investors: built for the wholesale multifamily workflow

Instant deal analysis

Plug in purchase price, rent roll, and expenses — get DSCR, cap rate, NOI, CoC ROI, and a 5-year projection across loan scenarios automatically.

Live comps

Pull comparable sales and rent comps for the subject property so you can defend your valuation in writing.

1003 + FNMA 3.2 export

Capture borrower data through a clean 10-step wizard, then export a Calyx-Point-ready .fnm file or PDF.

Shareable client links

Send a single-use, MFA-gated link to your borrower so they can finish the application without back-and-forth.

Encrypted by default

SSN, DOB, income, and assets are stored with envelope AES-GCM encryption. Audit log on every event.

Designed for LOs & investors

Whether you're underwriting your own deal or pricing a borrower's, PathIQ keeps the math, the docs, and the audit trail in one place.

From the PathIQ playbook

All articles →

Multifamily lending by metro

Atlanta

Atlanta metro 5–20 unit multifamily lending

Charlotte

Charlotte multifamily underwriting & lending

Columbus

Columbus, Ohio small multifamily lending

Dallas

5–20 unit multifamily lending in Dallas–Fort Worth, TX

Indianapolis

Indianapolis cash-flow multifamily lending

Las Vegas

Las Vegas multifamily lending — workforce housing focus

All markets →

Ready to underwrite your next deal?

Create a free PathIQ account and run your first deal in under five minutes.

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