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Writer's pictureColin Green

5 Top Tips If You Are Self Employed And Planning To Get A Home Loan

Updated: Aug 21, 2023

Are you self-employed and planning to buy a home? Being your own boss is, for many people, the dream scenario. You get to call the shots on so many aspects of your life when you run your own business. However, one of the challenges that self employed people sometimes face is when it comes to applying for a home loan.


There’s no denying the fact that the banks and other lenders will view your application differently if you’re self-employed or a business owner. Rather than simply relying on your personal financial situation to make a decision, lenders will also consider the financial position of your business. Lenders are looking for a ‘safe bet’, borrowers who have financial stability which a salaried person may find it easier to prove. It all comes down to risk. As a self employed person your income may be seen as less predictable and you are therefore a higher risk.


self employed cafe owner couple looking at computer screen


While it may be trickier to apply for a home loan if you are self employed, it doesn’t mean that you won’t be successful. If you’re able to demonstrate financial stability, you have a good chance of being able to secure a loan. If you work for yourself and you're planning to apply for a home loan, there are several key considerations to keep in mind. Here are 5 tips to have you feeling prepared and confident when applying for a mortgage:⁣

✅ Sort out your finances

Your credit score is an important factor in getting approved for a home loan. Make sure to double check your credit score, review your credit report and address any errors or issues before applying for a loan.


✅ Save a healthy deposit and buffer

Having savings and a sizable down payment can also improve your chances of getting approved for a home loan. Lenders prefer to see that you have a financial cushion and are willing to invest in the property.

✅ Gather the required documentation.

As a self-employed person, you'll need to provide documentation to prove your income and financial stability. This can include tax returns, bank statements, business financial statements, and any other relevant financial records. For example, 2 years’ worth of lodged tax returns (both business and personal tax returns), verification of assets and loan statements. ⁣

✅ Seek out the right lender

Look for a lender that has a track record of approving self-employed mortgage applications.⁣ It's important to work with a lender who understands the unique challenges of being self-employed Look for lenders who have experience working with self-employed borrowers and can offer you the best loan options for your situation.

✅ Work with a reputable mortgage professional

Having a home loan broker on your side means that we will help you prepare for all the key questions that the banks and lenders are likely to ask. We can help ensure all your documentation is in order and then seek out the right lenders for your circumstances.


Having a knowledge of the market is invaluable when it comes to applying for loans that are deemed riskier. ⁣The key thing is having all the necessary documentation in place prior to submitting the application. An experienced mortgage broker from CJG Finance can help you navigate the criteria required. We can also potentially save you from multiple rejected applications which could also damage your credit score.


To find out more, contact us or call Colin at CJG Finance on: 0402 413 917 or email him:

cgreen@cjgfinance.com.au

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