As you know, we always require 3rd party verification of self employment history at time of funding.

Self Employed borrowers:  MUST have a license or CPA/Accountant verify a min 2 yrs, same line of work

S/E borrowers – that are not required to have a business license AND have self prepared tax returns, must have a CPA or Accountant review their history and provide an LOE to this.  We can no longer verify with websites, letters from their clients, etc.

The Meredith Mortgage Team, CMPS®

Certified mortgage planning specialist

“We Will Always Have Your Best  

  Interest In Mind”   



Erin & Kathleen

The Bay Area’s Premier

Mortgage Banker and Broker


(925)983-3048 office

(925)226-3215 efax

(925)918-0585 mobile

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