Generate checklist
Generate a personalized checklist of documents required for your financing process on this page. Before you begin, please read the rules below carefully.
Bank Certificates
Dedicated income certificate forms will be provided by your expert.
If the certificate is signed with an electronic signature by the employer (qualified signature), a PDF file is sufficient.
If the certificate has a traditional signature, you must deliver the physical paper original during our meeting at the office. However, it is best to attach a digital scan/photo of it to the bulk package right away, which allows us to prepare the applications in the bank systems much earlier.
Data Form (Excel File)
To enable us to pre-fill your applications in the bank analytical systems, please complete the form below accurately and include it in your document package for Step 04. To open the file, use the same PIN code that you used to open the Harveo Concept PDF before the consultation.
Fill out all required tabs in the file.
Checklist Configurator
Configure your transaction parameters below. Check the consents and enter your Last Name and First Name to generate a dedicated checklist in a PDF file. The system will send it to your email address and automatically create a convenient encrypted folder for you in the Harveo Drive system.
Get Checklist (PDF)
Provide your registration data so the system can generate your PDF file, send it to your email, and automatically set up your secure folder on our cloud drive.
Basic Documents
Income Documentation
Subject of Financing
Submit Complete Documentation
Once you have gathered all the necessary attachments, the downloaded and completed Excel sheet (Step 02) and the generated checklist sent to your email (Step 03) – send the complete set using our dedicated subpage.
- • completed personal data form (Excel file)
- • identity document (Polish ID card OR passport + certificate of registration of residence of an EU citizen OR passport + residence card)
- • valuation of the property being the subject of the loan / security - NOTE: in some cases banks impose their own internal valuation. In that case, we do not need to obtain it additionally (details will be provided by your managing expert).