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Checklist of Requirements

Checklist of Pre-Processing Requirements

A. Housing Loan Application Form

  • Duly accomplished Application Form
  • 2 valid Identitifcation Cards (for list of acceptable IDs, click here)
  • If married, both spouses to sign on the application form
  • If with co-borrower or co-mortgagor, separate application form is needed

B. Income Documents

If locally employed (working within the Philippines)

  • Certificate of Employment (COE) indicating salary, position and length of service
  • Latest Income Tax Return (ITR) for the last 2 years

If Expat Pinoy (Overseas Filipino Worker)

  • Contract / Certificate of Employment (COE) authenticated by Philippine Consulate
  • Crew Contract and Exit Pass validated by POEA (seaman)
  • Proof of monthly remittances
  • Notarized or authenticated Special Power of Attorney (BPI FSB Format)

If Self-Employed

  • Articles of Incorporation and By-Laws with SEC Registration Certificate
  • Audited Financial Statements for the last 2 years
  • DTI Registration
  • Income Tax Return w/ Statement of Assets and Liabilities (SAL) for the last 2 yrs
  • List of Trade References (at least 3 names with telephone nos. of major suppliers/customers)
  • Bank Statements for the past 6 months

If Practicing Doctor

  • Clinic address/es and schedule

If from Commission

  • Vouchers or Bank Statements (last 6 months reflecting commission income)

If from Rental of Properties

  • Rental/Lease Contract (indicating name of tenants and rental amounts with complete addresses of properties being rented)
  • Photocopy of Title (TCT/CCT)

C. Collateral Documents

  • Clear copy of Owner’s Duplicate Copy of TCT/CCT
  • Lot Plan with Location/Vicinity Map certified by licensed Geodetic Engineer
  • Photocopy of Tax declaration / Tax receipts / Tax clearance
  • Endorsement Letter / computation sheet / Contract to Sell from developer stating the contract price (for accredited developer/project)

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please select from the products below:

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Contact Us
please select from the products below:

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Housing Loan

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