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How to obtain your bank statements and upload them to your Gen H dashboard.
How to obtain your bank statements and upload them to your Gen H dashboard.

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

Written by April Stephenson
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, you will need to upload them via the Gen H dashboard.

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

You can upload your documents via the Gen H dashboard, by clicking “document verification” and uploading them under the correct applicant.

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

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