Check a folder against a list of expected documents
The question everyone asks in front of a folder: what is missing? Choose a list, drop the folder, and read the answer document by document.
Or drop the folder to check against a list of expected documents here. Nothing is sent: everything stays in this tab.
When to use it
A folder has to go to a third party, and one round trip for a forgotten document costs a week.
Or you receive ten folders a week and do the same check from memory ten times.
What this tool does
- Five ready-made lists, each with its source and review date: mortgage, rental, public tender, new employee, insurance claim.
- The count, not just the presence. “The last three payslips” is not “a payslip”, and the tool says “2 of 3”.
- The continuity of a series: three payslips from January, February and April, and it returns March, because March is what you must ask for.
- Freshness: a three-month-old company extract may be a rejected one, and it is better to know before sending.
- Per person: a two-borrower file complete for one says nothing about the other.
- What may not be demanded: French law forbids asking a rental applicant for their bank details. When such a document is in the folder, the tool flags it.
What it does not do: the tool never says a file is acceptable. It says what is missing against a list you chose, and the list carries its origin and its date.
What is read in the document
- The type of each document, its date, its period and the person it concerns.
No file is uploaded: the folder is read by your browser, in this tab, and the page is not allowed to open a connection to any other site.
Frequently asked questions
- Where do the lists of documents come from?
- From public texts, quoted on each list's page, with the date they were reviewed. An out-of-date list gets a file rejected: it must say where it comes from.
- What if a document is there but the tool does not know whose it is?
- It is marked “to check”, and it is never asked for again. Writing “your bank statements are missing” when they are right there is the mistake a tool like this cannot afford.
- Can I write my own list?
- Not yet: the list editor comes after launch. The five lists shipped cover the most requested files.
The other tools
- Mortgage application file : The documents of a mortgage file, per borrower and co-borrower.
- Rental application file : The documents a rental applicant may be asked for, and those they may not.
- Public tender application : The certificates of an application, with their validity dates.
- New employee file : Onboarding documents, and those an employer may not demand.
- Insurance claim file : Report, insurance, quotes, invoices, certificate: what is missing from the file.