The Mortgage customer onboarding (US) template helps you collect documents and information in a structured, secure workflow. A template to help mortgage brokers collect documents and information from their customers
Who is this template for?
This template is designed for professionals in Real Estate, Customers, Finance, KYC. It replaces messy email chains with a secure, branded client portal that collects everything you need in one place.
How it works
This template includes 4 steps that your clients complete through a secure portal:
- Welcome (Information screen)
- Basic information (Form) – Fields: First Name, Last Name, Your address, Your ZIP code, State of residency
- Documents (Document upload) – Fields: Valid ID card, Proof of address, W-2 forms for the last two years, Income tax returns, Last 2 pay stubs and more
- Thank you! (Information screen)
Documents collected
| Document | Description |
|---|---|
| Valid ID card | A valid ID Card. If you are a foreigner, please also include a copy of your green card and an approved visa or employment authorization document. |
| Proof of address | Utility bill, credit card statement or any other official document with your name and address, that can prove your residency. |
| W-2 forms for the last two years | Check with your employer or ask the IRS for copies if you do not have them. |
| Income tax returns | Income tax returns from the last two years. |
| Last 2 pay stubs | Your two most recent pay stubs |
| Divorce decree | If applicable |
| Rental payment history and references | Proofs of payments for your rent if you have been renting in the last 12 months |
| Revenue records | Life insurance policies, checking and savings accounts, IRA, 401(k), stocks, bonds or other investment proofs |
| Detail of outstanding debt | Any debt, such as student loan, other mortgages or credit card debt detail. |
| Bankruptcy or foreclosure records | If applicable |
Features included
- Automated reminders so your clients never forget a document
- Branded client portal with your logo and colors
- DocuSign integration for collecting signatures alongside documents
- Validation dashboard to approve or reject submitted documents
Frequently asked questions
What is the Mortgage customer onboarding (US) template?
It is a ready-to-use document collection template with 4 steps. It lets you collect documents and information from your clients through a secure portal.
Is the Mortgage customer onboarding (US) template free?
You can try this template free for 7 days with Superdocu. No credit card required.
Can I customize this template?
Yes. You can add, edit, or remove steps and fields to adapt the template to your workflow.
Try this template for free
Sign up, select the “Mortgage customer onboarding (US)” template, and start collecting documents today. Check our pricing for details.