Getting self-employed income organised
Illustrative example — not a real client result
Preparing business income information for a home loan.
The challenge
A self-employed applicant has income that varies and needs to understand which records may help a lender assess the application.
The approach
- Discuss the business structure and how income is received.
- Gather relevant tax returns, financial statements and existing debt information.
- Check documentation requirements with the proposed lender.
Example outcome
In this example, the applicant has a more organised set of records and knows which information still needs to be provided.
Documentation and income assessment vary between lenders.