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8 Client Document Checklists for Every Scenario

Interactive, tick-as-you-go document checklists for the situations that land on your desk — purchase, refinance, self-employed, construction, guarantor, SMSF and more.

Pick a scenario, tick items off, then copy or print the list to send your client. Nothing to install.

Comic-style illustration of a mortgage broker with a tidy stack of neatly organised client documents and a checklist, city skyline through the window
How it works: choose the scenario that fits your client below. Tick items as they come in to track progress, then hit Copy list to paste it into an email, or Print to hand it over. Lists reset on refresh, so copy or print anything you want to keep. These are a strong starting point — always add lender- and client-specific items.
From The Broker Times

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Disclaimer: These checklists are a general professional aid, not legal, compliance or financial advice, and are not exhaustive. Document requirements vary by lender, product and individual circumstances. Always confirm the specific requirements for each application and meet your obligations under the National Consumer Credit Protection Act 2009 and ASIC’s responsible lending guidance. Check anything material with your aggregator’s compliance team.