Document Checklist Advisor

Identify and share the documents a customer must arrange before the Home Loan / LAP journey begins

Back to dashboard

Step 1 — Select customer profile

Everything needed to derive the checklist is captured on this screen

Product *

Loan requirement *

Scheme type *

Multiple schemes can be selected — income documents are listed per scheme.

Residential status *

Applicant type *

Customer mobile number *

Customer email ID (optional)

Share checklist

Generate the PDF, then share through one or more channels

Mobile number is mandatory for SMS and WhatsApp. The email option appears only once an email ID is entered. Every share is logged in the Advisory Queue on your dashboard.

Document checklist

Resident Indian – Salaried · 7 documents

Auto-derived

KYC Documents

PAN Card
Aadhaar Card / Passport / Driving License / Voter ID

Income Documents

FOIR

Salary Slip (Latest 3 Months)
Form 16
Form 26AS
Salary Account Statement (6–12 Months)

Property Documents

Property documents as applicable