Home Loan & Mortgage KYC Checklist
Standard retail lending document request for Indian home buyers, plots, and balance transfers.
Checklist Items (6)
Standard document slots included when you send this request to a client.
Identity Proof (PAN Card + Aadhaar / Passport)
Clear self-attested copies for applicant and co-applicants.
Proof of Current Address
Aadhaar Card, latest Electricity Bill, or registered rent agreement.
Last 3 Months Salary Slips
Stamped or digitally signed salary slips from your current employer.
Last 6 Months Salary Account Bank Statement
Original PDF downloaded from internet banking with bank logo & IFSC.
Last 2 Years Form 16 & ITR Acknowledgement
Income verification certificates with computation of income.
Property Allotment Letter / Agreement of Sale
Builder agreement or registered title deed copy for technical appraisal.
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.