← Back to all checklists

First-Time Buyer Documents: Complete Guide for 2026

First-time buyers often need extra guidance. This checklist outlines the key documents lenders request so buyers can prepare early and advisors can move quickly to decision in principle.

Document checklist

Proof of ID

Passport or driving licence for all applicants.

Required

Proof of address

Recent utility bill or bank statement showing current address.

Required

Payslips

Latest 3 months of payslips, or longer if required by lender.

Required

Bank statements

Last 3 months to evidence income and regular outgoings.

Required

Deposit evidence

Savings account statements and any gifted deposit letters.

Required

Tip: Gifted deposits often need a signed letter and proof of donor ID.

Credit report

Optional but helpful to highlight any issues early.

Optional

Help to Buy or LISA statements

Statements for any government-backed savings schemes.

Optional

Tips for faster approval

  • Provide deposit sources early to avoid underwriting delays.
  • Explain any recent credit searches or address changes.
  • Keep copies of all documents until completion.

For Mortgage Advisors

Purpose: First-time buyer mortgage

See Mortgage Advisors page →

Collect securely

Collect these documents securely with Docustody. Set retention periods, track every action, and issue deletion certificates automatically.

See how Docustody works →