MORTGAGE: APPLICANT DOCUMENT REQUEST

A starting template for the adviser to adapt, not a lender requirement
or compliance list. Collect only what this application needs.

Client: [client name]
Purpose: [application / review]
Return location: [private portal link]
Requested by: [name and contact]

[ ] Income evidence: [document name and required period].
[ ] Account statements: [accounts and period], including every page.
[ ] Deposit evidence: [specific document required by the adviser].
[ ] Existing commitments: [documents relevant to this application].
[ ] Other required evidence: [name and acceptance criteria].
[ ] Form to return: [name and the required signing method, if any].

START FIRST
[Document] must be obtained from [source]. Please request it first.
Tell [contact] if it is unavailable or the expected date changes.

CLIENT MESSAGE
Please upload the listed documents to [portal link]. Check that names,
dates and every page are visible. Use a photo only where we say it is
acceptable. We will review the files and identify any correction needed.

ACCESS CHECK
Confirm whose documents belong in this client portal and who is allowed
to access it before adding an email address. Do not assume that the
portal provides separate applicant, joint-applicant or lender roles.

Droplana collects files. It does not verify identity, assess affordability,
submit an application to a lender or decide compliance. In-browser PDF
signing must not replace a signing method required by the recipient.

Template source: https://droplana.com/blog/client-onboarding-document-checklist