Mortgage and borrower insurance
The checklist of supporting documents to gather to put together a mortgage file and its borrower insurance: income, banking situation, project and health.
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Documents to request
Which documents should you ask your clients for?
Clear lists by profession and situation, with points to watch and a tool to adapt them.
Insurance broker
Wealth management
First wealth review
The list of documents needed for a first wealth review: income, savings, property, loans and family situation, with the points to watch.
See the list →Estate agency
Tenant application
The list of documents to gather for a rental application, for the applicant and the guarantor, with the mistakes to avoid and what the law forbids you to ask for.
See the list →Accountant
Company formation
The documents to ask a founder for in order to register a company: identity, registered office, articles, capital and signed statements.
See the list →Year-end closing
The checklist of documents to gather to prepare the accounts and the year’s returns: bank, purchases, sales, fixed assets and payroll obligations.
See the list →Freelancer or agency
Project kickoff
The checklist to send a client before starting a project: framework, material, delegated access and billing, without asking for passwords by email.
See the list →Your situation is not listed? The checklist generator offers other situations and lets you add your own documents.
Make client exchanges easier
Receive the documents in one place.
One private folder per client: they upload files without creating an account, every file is scanned, and you see what is missing.
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