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Chase finance company for review of income documentation

Priority 4 · Behnam · Todoist 6h59g37pFgJV5jv9

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Notes

After providing Zempler and Starling statements, we are waiting for the finance company to review and accept the income documentation, which includes explaining that private client payments are legitimate.

Source Memory Item

Waiting On: Finance company review after sending additional statements

After providing Zempler and Starling statements, we are waiting for the finance company to review and accept the income documentation, which includes explaining that private client payments are legitimate.

Related Thread

Self-employed income verification for mortgage

Multiple speakers discuss the challenge of verifying self-employed income for a mortgage or account application. They review that the applicant's income fluctuates and that three months of bank statements are required. They note that only Barclays statements were sent initially, which show lower income, and that the Zempler business account and Starling statements need to be provided. They plan to send the correct documents via a secure link and anticipate explaining to the finance company that private client payments are legitimate business income.

Metadata

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