Your income story needs context
A business owner’s home plan often involves questions that do not show up in a standard W-2 conversation. Changes in revenue, write-offs, ownership structure, and recent business decisions can all affect what needs to be reviewed.
Prepare without sending sensitive documents here
Use this stage to understand what categories of information may matter and what timing helps. Do not upload tax returns, bank statements, account information, or income figures through the Life Move Check-In.
- How your business is structured
- Whether income is stable or changing
- Which professional records you already maintain
- How soon you want to move
Move from general planning to secure review
When the conversation is ready for formal review, Manuel can direct you to the secure Guild Mortgage application path. That keeps sensitive information in the right system.