Is this an identity-verification service?
No. It prepares file properties only and does not verify a person, document, or lender decision.
Requirement Prep template · PDF · JPG · PNG · WebP
Loan/KYC Documents
Use this template to organize supported KYC scans into an ordered PDF while removing unnecessary metadata and preserving the originals.
Visible starting rules
What the final file should satisfy
Combine everything into one searchable PDF, keep file order, remove metadata, no password
The template fills these rules into Requirement Prep. You can edit, remove, or add rules before the plan is built.
How to use this template
- 1
Add only the documents requested by the institution.
- 2
Review privacy, order, and searchability rules.
- 3
Run the plan and inspect every output page before submission.
Frequently asked questions
Should I remove all metadata?
The template requests metadata cleanup, but visible document content remains. Review every page before sharing sensitive files.