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How to obtain your bank statements
How to obtain your bank statements

Here is our step by step guide to uploading your bank statements for your mortgage application.

Written by Tanisha Anand
Updated over a week ago

During your mortgage application, you will be required to upload your bank statements for our underwriters to review. You may be unsure how to do so, so here are some guides on how to do this depending on who you bank with.

Once you have downloaded your bank statements, your broker will send them to us.

Before you do so, please ensure that the document name/title includes the date or time frame the bank statement relates to.

For example: Bank statement_March 2022

Where you’re unable to download your bank statements or receive postal copies, please scan or photograph all the pages relating to the required time frame (usually your latest months). Rename the images/scans following the example below and upload your bank statements to your dashboard.

For example: Bank statement_March 2022_page 1

  • Document type- i.e. “Bank statement”

  • Date range

  • Page number or number sequence where pages are to be uploaded separately

If you have any questions about this, reach out to the team via live chat or email.

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