Bank Housing Loan Requirements Philippines: The Complete 2026 Checklist
Applying for a housing loan in the Philippines can feel like navigating a maze. Every bank has its own checklist, its own forms, and its own quirks. Miss one document and your application stalls for weeks. Submit to the wrong bank and you've wasted months chasing a rate that wasn't competitive to begin with.
This guide cuts through the confusion. Below is a consolidated, bank-by-bank breakdown of housing loan requirements across all major Philippine lenders in 2026 — plus a master checklist you can use to prepare once and apply everywhere.
Why Requirements Vary Between Banks
Before diving into the checklist, it helps to understand why banks ask for different documents. Every lender is essentially trying to answer three questions: Can you repay the loan? Is the property worth what you're paying? And is your title clean?
The documents they require are just different ways of answering those same questions. A BDO loan officer and a BPI loan officer want the same information — they just have different forms and internal processes to collect it. That's why preparing a complete master file puts you in a strong position with every bank simultaneously.
The Universal Requirements (Every Bank Asks for These)
Regardless of which bank you approach, expect to submit all of the following:
Personal Identification
- Two valid government-issued IDs (front and back)
- Acceptable IDs: Passport, driver's license, SSS/GSIS ID, PhilSys National ID, PRC ID, Voter's ID, Postal ID
- IDs must be current and not expired
Proof of Income — Employed Applicants
- Certificate of Employment (COE) issued within the last 30 days, stating salary and employment status
- Latest three months' payslips
- Latest ITR (BIR Form 2316) or BIR Form 2307 stamped by employer
- Latest one year bank statements showing salary credits
Proof of Income — Self-Employed Applicants
- DTI or SEC registration of your business
- Latest two to three years' audited financial statements (AFS) with BIR stamp
- Latest ITR (BIR Form 1701 or 1702) with BIR stamp and proof of payment
- Latest six months' bank statements (business and personal)
- Business permits for the current year
- List of major clients or contracts (some banks require this for sole proprietors)
Property Documents
- Certified True Copy of the Transfer Certificate of Title (TCT) or Condominium Certificate of Title (CCT) — obtain from the Registry of Deeds
- Tax Declaration for land and improvement (from the City or Municipal Assessor's Office)
- Latest Real Property Tax (RPT) receipts showing taxes are paid up to date
- Location map or vicinity map of the property
- Floor plan and lot plan (for house-and-lot purchases)
Loan Application Form
- Each bank has its own application form — but the information you fill in is identical across all of them
- Prepare your answers in advance: property address, TCT number, lot area, floor area, estimated property value, desired loan amount, preferred term
Bank-by-Bank Requirements: What's Different
Once you have the universal documents, here's what each major bank adds or emphasizes differently:
BDO Unibank
- Requires a BDO-accredited appraisal (they arrange this after application; cost is borne by the borrower, typically 3,500 to 5,000 pesos)
- For OFWs: SPA (Special Power of Attorney) authenticated by the Philippine Consulate, plus proof of remittances for the last 12 months
- Minimum loan amount: 1,000,000 pesos
- Maximum loan-to-value (LTV): up to 80% of appraised value
BPI (Bank of the Philippine Islands)
- Accepts online application with digital document upload — one of the more streamlined processes
- Requires BPI's own disclosure form signed by the applicant
- For condominiums: requires a copy of the master deed of restrictions and the condominium corporation's certificate of good standing
- Minimum loan amount: 800,000 pesos
Metrobank
- Requires a Metrobank-accredited appraiser; list available on their website
- Asks for a notarized copy of the Contract to Sell (for purchase transactions)
- For self-employed: requires a bank certification of average daily balance (ADB) for the past 12 months
- Minimum loan amount: 1,000,000 pesos
Security Bank
- One of the more flexible banks for salaried employees — accepts COE plus one month payslip in some cases
- Offers a faster pre-approval timeline (typically 5 to 7 banking days)
- Requires a signed authorization for credit investigation
- Minimum loan amount: 1,000,000 pesos; maximum LTV: 80%
RCBC (Rizal Commercial Banking Corporation)
- Requires latest two years' ITR for both employed and self-employed applicants
- For OFWs: employment contract authenticated by POEA or the Philippine Overseas Labor Office (POLO)
- Accepts co-borrowers to strengthen the application — co-borrower must submit full income documents
UnionBank
- Fully digital application process — all documents submitted online
- Requires three months' bank statements specifically from a UnionBank account if you are an existing customer (to qualify for relationship pricing)
- Minimum loan: 1,000,000 pesos; terms up to 25 years
Chinabank (China Banking Corporation)
- Known for competitive rates for high-value properties; ask specifically about their fixed-rate repricing periods
- Requires notarized SPA if applicant cannot appear in person for signing
- Accepts foreign-currency income documentation for Filipino citizens working abroad
PNB (Philippine National Bank)
- Government employees: may substitute GSIS statement of account for the standard ITR requirement
- Requires a filled-out PNB Housing Loan Application form (separate from the universal form)
- Maximum loan term: 20 years for salaried; 10 years for self-employed in some cases
EastWest Bank
- Typically requires six months' payslips (longer than most banks' three-month requirement)
- Asks for a notarized lease contract if the property is currently tenanted
- Competitive for mid-range loan amounts between 2,000,000 and 5,000,000 pesos
Pag-IBIG (HDMF)
- Requires active Pag-IBIG membership with at least 24 monthly contributions
- Maximum loan: 6,000,000 pesos (as of 2025 guidelines)
- Requires Pag-IBIG housing loan application form (HQP-HLF-068) and Pag-IBIG Fund membership ID
- For socialized and economic housing: additional eligibility forms and developer accreditation certificates may be required
- Note: If you currently have a Pag-IBIG loan and are considering moving to a private bank for a lower rate, read our guide on Pag-IBIG home loan refinancing to private banks before deciding
Special Situations: Extra Documents You May Need
If You Are an OFW
- Authenticated SPA (Special Power of Attorney) designating a local representative
- Proof of overseas employment: employment contract, work permit, or Certificate of Employment from foreign employer
- Proof of remittances: 12 months' remittance records or bank credit statements
- Some banks accept a video notarization via their official app or platform
If You Are Refinancing an Existing Loan
- Statement of account (SOA) from your current lender showing outstanding balance
- Loan history or amortization schedule showing payment record
- Original title (or confirmation that it is held by current mortgagee)
- No-objection letter or payoff quote from your current bank
- For a detailed walkthrough of the refinancing process, see our complete guide to refinancing your housing loan in the Philippines
If the Property Has a Pending Title Transfer
- Deed of Absolute Sale (notarized)
- BIR Certificate Authorizing Registration (CAR) — confirms capital gains tax and documentary stamp tax have been paid
- Transfer tax receipt from the Local Government Unit (LGU)
- Some banks will proceed with a conditional approval while the title transfer is being processed, but will not release funds until a clean title is in your name
What Banks Are Actually Looking For: The 5 C's
Behind all these documents, every bank is evaluating you on five dimensions:
- Capacity: Can your income support the monthly amortization? Most banks require that your total monthly debt obligations (including the new loan) do not exceed 30% to 40% of your gross monthly income.
- Capital: Do you have savings and assets beyond just your income? Bank statements and existing investments matter here.
- Collateral: Is the property a solid security? Banks prefer properties in accessible locations with clear titles and good appraised values.
- Character: Do you have a history of repaying debts? Your credit report from the Credit Information Corporation (CIC) will be pulled.
- Conditions: Is this a good time to lend? Loan purpose, property type, and economic conditions all factor in.
Understanding these criteria helps you present your documents in the strongest possible light — and helps you understand why some banks may be more suitable for your situation than others.
The Master Checklist: Prepare Once, Apply Everywhere
Here is your complete preparation list. Gather these before approaching any bank:
- Two valid government IDs (photocopies front and back, plus originals for verification)
- Duly accomplished loan application form (fill in a draft version with all property and loan details)
- Proof of income (COE + payslips, or AFS + ITR depending on employment type)
- Latest one to two years' ITR with BIR stamp
- Six to twelve months' bank statements
- Certified True Copy of TCT or CCT (request at least three copies from Registry of Deeds)
- Tax Declaration for land and improvement
- Latest RPT receipts
- Vicinity map and floor/lot plan
- If refinancing: SOA from current lender + loan history
- If OFW: authenticated SPA + employment proof + remittance records
How Nook Simplifies This Process
Preparing this checklist once is manageable. But then submitting it — separately, to five or six different banks, tracking each application, responding to different follow-up requests, comparing offers that arrive at different times in different formats — that's where most applicants lose weeks of their life.
Nook is the Philippines' first digital mortgage broker. You prepare your documents once, upload them to Nook's platform, and Nook submits your application to multiple banks simultaneously. When offers come back, you see them side by side: interest rate, monthly amortization, fixing period, fees — all in one place.
The best refinance rate currently available through Nook is 5.99% per annum. Most Filipino homeowners are currently paying between 7% and 10%. On a 4,000,000-peso loan, moving from 8.5% to 5.99% over a 20-year term saves roughly 46,000 pesos per year in interest — and Nook's service is completely free to the borrower.
Whether you are buying your first home or refinancing an existing loan, Nook makes the multi-bank process as simple as a single application.