Be prepared for your application process
Know exactly what you need and have it ready wherever you go.
Documents Checklist tells you which documents your mortgage or visa application really needs, checks what you add, and keeps everything organised in a drive that you own.
Free to get started. No card needed.
- Your documents stay in your drive
- We only read files you ask us to
- Encrypted connection to your drive
- Delete your data any time
What we can help with
The right checklist for your application
Official guidance can be hard to find and harder to follow. We pulled together the documents most commonly asked for, tailored to your situation. It’s a simple guide, not a complete list, so your lender, solicitor or the authority may ask for more.
Mortgage applications
Identity, income, deposit, spending and property documents, shaped by whether you are employed, self-employed or retired, and whether you apply alone or with someone.
Schengen visas
Passports, photos, insurance, bookings and proof of funds for short-stay visas, for you and anyone travelling with you, from anywhere in the world.
More coming soon
We are adding more application types. Tell us what you would like to see on our Contact page.
How it works
From “what do I need?” to “I have it all”
Step 1
Tell us about your application
Choose a mortgage or visa and answer a few questions. Who is applying? How are you employed? Are you travelling with children?
Step 2
Get your tailored checklist
We list exactly the documents you need, per person, with what each one must show: how recent it is, how long it must stay valid, and which file types are accepted.
Step 3
Add your documents
Upload a file or scan a page with your phone. We check it, name it consistently and file it in the right folder.
Step 4
Walk in ready
Everything is in one organised place. Download it all, print it, or open it from your phone at the appointment or airport.
Ready for any appointment or online submission
Everything organised, so you can find it in seconds
On an online application form or at the visa centre, the bank or the airport, you will be asked for the right document at the right moment. Keep it all in one place and open it from any device, or download and print the whole set.
Checks as you upload
File type, size, that the contents match the file, and the dates you enter, such as passport expiry or how old a bank statement is.
Organised automatically
Files are renamed in a consistent pattern and filed into clear folders, so you never hunt through "scan_0043.pdf" again.
Scan with your phone
Photograph each page and we crop, flatten and combine them into a single PDF.
Too big? We shrink it
If a file is over the size limit, we offer to compress it on your device while keeping it readable.
Everyone in one place
Add co-applicants, sponsors or children. Each person gets their own set of documents.
Cover letter help
Draft a cover letter from your answers, ready to review, edit and attach.
Why you can trust us
Your documents are yours. We just help you organise them.
You choose where they live
Connect your own Google Drive, Microsoft OneDrive or Dropbox and your files stay in your account, in a folder we create. Or use our secure drive if you would rather not connect anything. You can disconnect at any time.
We don’t read your documents unless you ask us to
Our checks work on file details and the dates you give us, not on the contents. If you switch on the optional AI check, that one document is sent securely to an AI provider to produce a result, and we keep only the outcome. Cover letters are written from your answers, never from your files.
Protected and in your control
Connections to your online drives are encrypted and Documents Checklist only access what is needed: Google Drive access is limited to files Documents Checklist manages, and Dropbox to an assigned folder. Delete any file, application or your whole account whenever you like.
- Google Drive
- Microsoft OneDrive
- Dropbox
- Our secure drive
How does it work?
Pick an application type, answer a few questions and we build a checklist of the documents you need. Upload each one and we check the file type, size and dates, rename it consistently and file it into the right folder.
Which applications are supported?
Schengen short-stay visas and UK mortgage applications. The checklist adapts to your answers, for example whether you travel with children or are self-employed.
Is this a complete list of the documents I need?
No. Our checklists cover the documents most commonly requested, based on general information published online. They are a simple starting point, not a guarantee that nothing else will be asked for. Your lender, broker, solicitor, embassy or visa centre may ask for other documents depending on your situation.
Can I work on more than one application?
Yes. Every application has its own checklist and folder. Find them on your dashboard, where you can also archive or delete them.
Where are my documents stored?
You choose when you start an application: our secure drive, or your own Google Drive, Microsoft OneDrive or Dropbox. With your own drive, files live in a folder we create there and you stay in control of them.
What can the app see in my Google Drive, Microsoft OneDrive or Dropbox?
Only the folder we create for your applications. We can’t see, open or change anything else in your drive. Google Drive only lets us reach files this app created; Dropbox and OneDrive only let us into our own app folder (Apps/Documents Checklist). You can disconnect any drive in Account Settings.
Ready to get organised for your next application?
Create your checklist in a few minutes. Free to get started.