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Generate the list of documents to ask your client for.
Broker, estate agent, wealth adviser, accountant or freelancer: get a tailored checklist, a message ready to send and a printable version.
Processed locally. Your files stay on your device.
Never again ask “one more document is missing”.
Choose your profession and the situation: adapt the list, copy it or print it. Nothing is sent anywhere.
Message ready to send
Why a checklist before the first request?
Most back-and-forth comes from an incomplete request: a missing document, an unreadable photo, an expired paper. A precise list, sent right at the start, cuts down reminders and saves time for both sides. To organise the rest of the collection, read our guide to collecting client documents without repeated follow-ups.
Detailed lists by situation
For each situation, a page details the list, the reason for each document, common mistakes and frequent questions: tenant application, mortgage and borrower insurance, wealth review, company formation, year-end closing and project kickoff. See all lists.
An indicative list, to adapt
These lists are common starting points, not official lists. The documents required vary by file, organisation or insurer, and some professions (letting, wealth management, insurance) are subject to precise rules on which supporting documents may be requested. Only ask for what your assignment needs: this is also a GDPR requirement.
Receive documents securely
ID documents, payslips and tax notices should not travel as a plain attachment. A private folder with a dedicated link, where the client uploads files without creating an account, gathers everything in one place: discover client document collection with DocBunker.
What comes next, in DocBunker
A checked file.
A better protected exchange.
Get file scanning inside the app and go further: share your documents in a client space, follow the exchanges and gather feedback in one place.
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