Preparing Loan Application Document Packages
Loan applicants must compile income verification, tax returns, asset statements, and identification documents into a single submission package. Lenders require specific page ordering and file size limits.
Workflow
- Gather required documents: pay stubs, tax returns, bank statements, ID copies
- Scan or photograph any paper documents and convert to PDF using Image to PDF
- Use the PDF Merger to combine all documents in the lender's required order
- Use the PDF Splitter to extract only the relevant pages from multi-page tax returns
- Apply PDF Compression to meet the lender's upload size limits
- Submit the complete document package through the lender's portal
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