Start with the core financial documents lenders almost always want: recent bank statements (usually three to six months), business or personal tax returns, and financial statements like a profit and loss or balance sheet. You do not need a 100 percent complete set to begin: even a few clean, legible documents let the AI extract data and pre-fill the application. More complete and clearer documents produce a more accurate fill, so quality matters more than quantity. You can always add more documents later as a specific lender requests them.
Which documents should I upload first, and how many do I need for the AI to work well?
Which documents to upload first for the best autofill results.
Written by Kaylan Pepin