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Mortgage Document Checklist

Collect every pay stub, tax return, and bank statement a mortgage file needs in one secure upload, so borrowers move to underwriting faster.

What your client fills in Everything it collects

Where every field comes from

Each file only fills the fields grouped with it. AI reads the bank statement for balances and the photo ID for a date of birth — never one document's answers off another's.

Recent Pay Stubs

6 fields filled

Employer Name Pay Period End Pay Frequency Gross Pay Net Pay Year-to-Date Gross

W-2s

5 fields filled

Employer Name Tax Year Wages Federal Tax Withheld Social Security Wages

2-Year Tax Returns

5 fields filled

Tax Year Filing Status Adjusted Gross Income Taxable Income Total Tax

Bank Statements

6 fields filled

Bank Name Account Number (last 4) Statement Period End Opening Balance Closing Balance Average Daily Balance

Photo ID

6 fields filled

Full Name Date of Birth ID Number ID Expiry Issuing State or Country Residential Address

Profit & Loss Statement

5 fields filled

Business Name Period End Total Revenue Total Expenses Net Profit

Business Tax Returns

5 fields filled

Business Name Tax Year EIN Gross Receipts Net Income

Balance Sheet

5 fields filled

Business Name As-of Date Total Assets Total Liabilities Total Equity

Every field this template collects. Without extraction your client copies all 46 values off their own documents by hand — and still sends you the 8 files.

Client sends
8
8 files to upload
Client types
3
the rest is read for them
AI fills
43
extracted from the files
On the form
46
fields in total

Start with Mortgage Document Checklist

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