{"id":5825,"date":"2026-03-26T10:37:45","date_gmt":"2026-03-26T09:37:45","guid":{"rendered":"https:\/\/www.superdocu.com\/templates\/mortgage-customer-onboarding-us\/"},"modified":"2026-03-26T12:41:22","modified_gmt":"2026-03-26T11:41:22","slug":"mortgage-customer-onboarding-us","status":"publish","type":"sd_template","link":"https:\/\/www.superdocu.com\/en\/templates\/mortgage-customer-onboarding-us\/","title":{"rendered":"Mortgage customer onboarding (US)"},"content":{"rendered":"
\n

The Mortgage customer onboarding (US)<\/strong> 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<\/p>\n

Who is this template for?<\/h2>\n

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.<\/p>\n

How it works<\/h2>\n

This template includes 4 steps that your clients complete through a secure portal:<\/p>\n

    \n
  1. Welcome<\/strong> (Information screen)<\/li>\n
  2. Basic information<\/strong> (Form) – Fields: First Name, Last Name, Your address, Your ZIP code, State of residency<\/li>\n
  3. Documents<\/strong> (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<\/li>\n
  4. Thank you!<\/strong> (Information screen)<\/li>\n<\/ol>\n

    Documents collected<\/h2>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
    Document<\/th>\nDescription<\/th>\n<\/tr>\n<\/thead>\n
    Valid ID card<\/strong><\/td>\nA 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.<\/td>\n<\/tr>\n
    Proof of address<\/strong><\/td>\nUtility bill, credit card statement or any other official document with your name and address, that can prove your residency.<\/td>\n<\/tr>\n
    W-2 forms for the last two years<\/strong><\/td>\nCheck with your employer or ask the IRS for copies if you do not have them.<\/td>\n<\/tr>\n
    Income tax returns<\/strong><\/td>\nIncome tax returns from the last two years.<\/td>\n<\/tr>\n
    Last 2 pay stubs<\/strong><\/td>\nYour two most recent pay stubs<\/td>\n<\/tr>\n
    Divorce decree<\/strong><\/td>\nIf applicable<\/td>\n<\/tr>\n
    Rental payment history and references<\/strong><\/td>\nProofs of payments for your rent if you have been renting in the last 12 months<\/td>\n<\/tr>\n
    Revenue records<\/strong><\/td>\nLife insurance policies, checking and savings accounts, IRA, 401(k), stocks, bonds or other investment proofs<\/td>\n<\/tr>\n
    Detail of outstanding debt<\/strong><\/td>\nAny debt, such as student loan, other mortgages or credit card debt detail.<\/td>\n<\/tr>\n
    Bankruptcy or foreclosure records<\/strong><\/td>\nIf applicable<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    Features included<\/h2>\n