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Required Documents

Please be aware that while the listed documents serve as a foundational requirement, certain banks may request originals.

Rest assured, we'll diligently inform you ahead of time if any additional documents are needed, tailored to your unique circumstances. Your thorough preparation ensures a smooth and efficient application process.

1 

General documents

  • Copy of passport

  • Copy of Portuguese tax number ("NIF")

  • Proof of address (copy of recent utility bill)

  • Credit report

  • Bank statements for the last 3 consecutive months

  • Savings account statements for the last 3 consecutive months

  • Latest valuations of any investment portfolios

2

Employment Situation

​Employed applicants

  • Last 3 pay slips

  • Latest P60 (tax submission)

  • Employers reference letter

Self-employed applicants

  • Profit & Loss accounts for the last 1 – 3 years

  • Latest company tax return

  • Latest personal tax return

  • Business bank statements for the last 3 consecutive months

Rental income

  • Copy of tenancy agreement(s)

  • Bank statements for the last 3 consecutive months

  • Latest personal tax return

 

Get in Touch

Intermediário de crédito em Portugal

Your mortgage broker for Portugal

Votre courtier en crédit au Portugal

Phone Number: +351 968 457 788

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