Property Financing & Loan Underwriting
Universal loan documentation checklist for residential and commercial real estate financing.
Checklist Items (5)
Standard document slots included when you send this request to a client.
Identification Documents for All Borrowers
In-date passport or official government photo identification.
Last 3 Months Consecutive Earnings Slips
Proof of regular recurring employment or contracting income.
Last 2 Years Income Tax Returns & Assessments
Certified copies of income declared to tax authorities.
Last 3 to 6 Months Bank Statements (All Accounts)
Full consecutive account statements proving genuine savings and assets.
Proof of Down Payment & Source of Funds
Documentation demonstrating legitimate origin of purchase funds.
Why use DocTick for this checklist?
Files stream directly from the client's phone or browser into your organized Google Drive folder.
Clients open a 1-click magic link. No passwords to remember, no accounts to create, no apps to install.
Automated reminder emails follow up before your due date so you never have to chase clients manually.