Mortgage Loan — Document Requirements

⚠️ This is a reference configuration stub. Adjust document names and required/optional flags to match your jurisdiction and org requirements.

Document definitions to create

Name	Category	Required by default	Notes
Proof of Identity (Passport / ID)	Identity	✅
Proof of Address	Identity	✅	Utility bill or bank statement
Income Statement	Financial	✅	Last 3 months payslips or P60
Bank Statements	Financial	✅	Last 3 months
Employment Letter	Financial	✅	Confirming employment status
Tax Return	Financial		Required for self-employed
Property Valuation Report	Property	✅	From approved surveyor
Purchase Agreement	Property	✅	Signed agreement
Solicitor Letter	Legal

Template document overrides

When assigning to the Mortgage Loan template, consider:

• Mark Tax Return as required for applicants who are self-employed
• Add instructions per slot (e.g. "Please provide 3 months of statements")