SELF EMPLOYED PRE-APPROVAL CHECKLIST
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.
For Pre-Approval
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Complete pages 1, 3, & 4
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Read & Sign where indicated
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Read & Sign page 6
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Bank Statements
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Regular transnational account - Three Months
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These are to show your regular expenses & income
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Savings statements - Six Months or Confirmation of Deposit
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These are to show that you have saved for your deposit
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These also show how much you have available for your deposit
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If you don't have funds in your savings account, then you'll need a confirmation of deposit.
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Business Account Statements
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Three months statements to show nature of business income & expenses.
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Financial Accounts
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Last two years financial accounts or most recent if in business less than two years.
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Proof of identity
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Driver's License or Passport
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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
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Employment Contract
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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
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Six months of your current loan statements
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If you are Building
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Copy of your Building Contract
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Copy of the Plans & Specifications
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Copy of Registered Valuation
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These are generally required to establish the value upon completion
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