• From CPA or tax preparer on Company letterhead:

  1. Stating percentage of ownership and number of years self employed

  2. State that you have been in the same line of work for at least the last two years or more

  3. In the same location for at least two years or more

  4. State the inception date of business (example: Feb 2010)

  • 2 months most recent personal bank statement reflecting down payment, closing costs and reserves (12 mo’s).

  • Business license with at least a two year history

  • Copy of DL and SS cards

  • Previous years P&L and YTD as well, signed by CPA and borrower

Self Employed Loan Application Checklist