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Home loan document checklist

After the buyer decides to take a home loan.

10:24

Hi Rohan, for your home loan with your bank please keep these ready: PAN, Aadhaar, last 3 months’ salary slips, bank statements and Form 16. Upload them here: pzo.in/u/…10:02

Template

Hi {{name}}, for your home loan with {{bank}} please keep these ready: PAN, Aadhaar, last {{months}} months’ salary slips, bank statements and Form 16. Upload them here: {{upload_link}}

Variables

{{name}}: Rohan
{{bank}}: your bank
{{months}}: 3
{{upload_link}}: pzo.in/u/…

Meta’s editor numbers variables — {{1}}, {{2}} — in the order they appear.

Variations

For a self-employed buyer

Hi {{name}}, for your home loan with {{bank}} please keep these ready: PAN, Aadhaar, income tax returns for the last two years with computation, audited financials, business proof and bank statements. Upload them here: {{upload_link}}

Questions

Is this list the same for every bank?

The core is similar — identity, address, income and bank statements — but each bank adds its own forms and asks for different periods. Name the actual lender once the buyer chooses one and add what their loan officer asks for.

When should I send the loan checklist?

Right after the token, not after the agreement. Sanction takes time, and agreement-stage payments often depend on the loan. Sending the list early gives the buyer time to collect salary slips and Form 16 without delaying the deal.

Tips

Lenders’ lists differ — check with the lender first.
Never ask for full Aadhaar numbers in chat; collect documents through a secure link.

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