Checklist Generator
Configure your transaction parameters and generate a personalized document checklist. Before proceeding to the form, please review the guidelines below.
Employment Certificate or Sole Entrepreneurship Documents
This section applies strictly to individuals earning income via an employment contract, civil law contracts, appointment, or nomination. Dedicated bank income certificates will be provided directly by your Lead Expert.
If you run a sole entrepreneurship (B2B / lump sum / KPiR), your Lead Expert will provide specific financial forms from the chosen bank, which must be completed by your accounting office.
Signature Verification:
• Qualified Electronic Signature: simply provide the original PDF file.
• Traditional Handwritten Signature: the original hard copy must be delivered during our office meeting. However, we strongly recommend uploading a scan or legible photo to the digital package immediately, allowing us to verify your income and prepare bank applications much earlier.
Harveo Registration Form
To ensure your applications are prepared precisely in accordance with bank forms and application requirements, please download and complete the spreadsheet below. To open the file, use the exact same PIN code that you used to authorize the Harveo Concept PDF prior to our consultation. Once completed, the spreadsheet will automatically encrypt itself with the same password.
⚠️ Absolute precision is required: our experts will copy these details exactly (1:1). Every diacritic mark, comma, and date is crucial. Any mistake made here will be directly transferred to the bank application, which may result in the suspension or rejection of your analysis by the bank.
Complete all required tabs in the file (.xlsx).
Checklist Configurator
Select your transaction parameters below. Check the required formal consents and enter your details to generate a dedicated PDF list. The system will email the document and set up a secure folder in the Harveo Cloud.
Download PDF Checklist
Provide your details for the system to generate the PDF document, email it to you, and initiate your cloud folder.
01. Base Documents
02. Income Documentation
03. Property / Funding Target
Upload Complete Document Package
Once you have gathered all attachments, the completed Harveo Registration Form and the checklist (Step 03) – submit everything via the encrypted Harveo Cloud portal, which is permanently embedded in the main view of your Client Zone (first row of tiles).
⚠️ Files sent via email / WhatsApp will be ignored. We do not accept documents submitted in any form other than Harveo Cloud.
- • Completed Harveo Registration Form (XLSX file)
- • Identity document (Polish ID card OR Passport + Certificate of registration of residence of an EU citizen OR Passport + Residence Card)
- • Property valuation (appraisal report) - NOTE: In some cases, banks impose their own internal valuation. If so, we do not need to obtain it additionally (your Lead Expert will provide details).