PolicyMatch Brief

Full Doc, Alt Doc or Mid Doc? What each self-employed pathway actually needs

Alternative documentation changes the evidence method, it is not a way to avoid proving your loan is affordable. Full Doc, Alt Doc and Mid Doc are three different routes to the same underlying question: can you actually service this loan? Each has real conditions attached, not just a lighter paperwork pile.

The three pathways

PathwayTypical evidenceWhat to know
Full DocTax returns, Notices of Assessment, financial statements, sometimes current BAS/management accountsTraditional income verification; exact years and freshness rules still differ by lender
Alt DocAccountant declaration/letter, BAS and/or business bank statements, under defined product rulesCan suit a business whose formal financials don’t line up with a lender’s timing rules, but product, LVR, pricing and credit criteria can differ from Full Doc
Mid Doc / BAS / bank statementsRecent BAS or several months of business trading statementsA specialist verification route, not a way to avoid demonstrating capacity to repay

Why the trade-off is real

Moving from a standard mainstream assessment into a specialist or alternative-documentation product can change the available LVR, fees, interest rate, loan term and evidence requirements. Those commercial terms must be checked against the current product at the time of application, PolicyMatch does not publish “6 months alt-doc means a higher rate of X%” as a fixed, universal figure, because it isn’t one.

What to prepare

  • Whatever formal financials you do have, even partial
  • Current BAS and recent business bank statements
  • An accountant declaration if pursuing an Alt Doc pathway
  • A clear understanding of the trade-off in rate/fees/LVR before committing to a specific pathway

Next step: discuss your documentation position in the Scenario Lens‘s Self-employed tab, then talk with KartikKumar about which pathway suits your business’s actual paper trail.

General information only, correct at time of writing, and not personal financial advice. Speak with KartikKumar Patel about how this applies to your situation.

Have a scenario?

Start with the details that actually matter.

Tell me what you’re trying to do. We can work out what needs to be checked before you spend time on the wrong option.