If you or your spouse are self-employed, then use this checklist to be sure you have collected everything you need for each part of the process.  

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For Pre-Approval

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• Home Loan Application Form

  • Complete pages 1, 3, & 4​

• Declaration Form​

  • Read & Sign where indicated​

• Terms of Engagement​

  • Read & Sign page 6​

• Bank Statements

  • Regular transnational account - Three Months​

    • These are to show your regular expenses & income​

  • Savings statements - Six Months​ or Confirmation of Deposit

    • These are to show that you have saved for your deposit​

    • These also show how much you have available for your deposit

    • If you don't have funds in your savings account, then you'll need a confirmation of deposit.​​

  • Business Account Statements​

    • Three months statements to show nature of business income & expenses.​

• Financial Accounts​​

  • Last two years financial accounts or most recent if in business less than two years.​

• Proof of identity​​

  • Driver's License or Passport​

    • Take a photo of your documents with your phone, and message them to 027 20 20 270 or email them to holly@hollyrogers.co.nz​​​

• Employment Contract​

  • Copy of your signed employment contract, or most recent three payslips. If you are self employed, please see the Self Employed Checklist​

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If you are Re-Financing

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• Loan Statements

  • Six months of your current loan statements​
     

If you are Building

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• Copy of your Building Contract

• Copy of the Plans & Specifications

• Copy of Registered Valuation

  • These are generally required to establish the value upon completion​

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