UnionBank Housing Loan Requirements 2026: Everything You Need to Apply
Applying for a housing loan is one of the biggest financial decisions you'll ever make — and getting rejected because of incomplete documents is one of the most frustrating outcomes. This guide breaks down every requirement you'll need to apply for a UnionBank housing loan in 2026, so you can walk into the process fully prepared.
Whether you're buying a ready-for-occupancy condo, building a new home, or looking to refinance an existing loan, UnionBank has one of the more accessible housing loan programs among Philippine banks. Here's exactly what you need.
Who Qualifies for a UnionBank Housing Loan?
Before gathering documents, make sure you meet UnionBank's basic eligibility criteria. These are the core borrower requirements:
- Age: At least 21 years old at time of application, and not older than 65 years old at loan maturity
- Minimum Monthly Income: P30,000 gross monthly income
- Maximum Debt-to-Income Ratio (DTI): 50% — meaning your total monthly debt obligations (including the new loan) should not exceed half your gross monthly income
- Employment Types Accepted: Locally employed (private or government), BPO workers, OFWs and seafarers, self-employed individuals, and licensed professionals
- Citizenship: Filipino citizens; foreign nationals may apply under certain conditions with additional requirements
The 50% DTI cap is important to understand. If your gross monthly income is P60,000, UnionBank will want your total monthly debt payments — including your proposed housing loan amortization — to stay at or below P30,000. If you already have a car loan or personal loan, those payments count toward this limit.
Complete Document Checklist by Borrower Type
For All Borrowers (Universal Requirements)
Regardless of your employment status, every applicant must submit the following:
- Duly accomplished UnionBank housing loan application form
- Two valid government-issued IDs (with photo and signature) — accepted IDs include passport, driver's license, SSS/GSIS card, PRC ID, voter's ID, PhilHealth card, or TIN card
- Marriage certificate (for married applicants) or birth certificate (for single applicants)
- Birth certificates of dependents, if applicable
- Taxpayer Identification Number (TIN)
For Locally Employed Applicants (Private or Government)
If you receive a regular salary from a Philippine-based employer, prepare the following income documents:
- Certificate of Employment (COE) issued within the last 3 months, stating your position, employment status, length of service, and compensation
- Latest 3 months' payslips
- Latest Income Tax Return (ITR) — BIR Form 2316 or BIR Form 1700, with BIR stamp
- Latest 3 months' bank statements showing salary credits
Tip: Make sure your COE matches the salary figures on your payslips and bank statements. Discrepancies are a common reason for delays in processing.
For Self-Employed Applicants and Business Owners
Self-employed borrowers typically face a more thorough review since income must be documented differently:
- Business registration documents: DTI Certificate (for sole proprietors), SEC Registration (for corporations or partnerships), or CDA Certificate (for cooperatives)
- Mayor's Permit or Business Permit (current year)
- Latest 2 years' audited financial statements (Balance Sheet and Income Statement) with independent CPA signature and BIR stamp
- Latest 2 years' ITR — BIR Form 1701, with BIR stamp
- Latest 6 months' bank statements (both personal and business accounts, if applicable)
- List of trade references or major clients/suppliers (some branches may request this)
For OFWs and Seafarers
UnionBank explicitly accepts OFW and seafarer borrowers, which is a meaningful advantage for Filipino families with members working abroad. Required documents include:
- Employment contract or POEA-verified contract (for OFWs) or crew contract (for seafarers), showing compensation and duration
- Latest 3 months' proof of remittance or payslips
- Latest 6 months' bank statements
- Special Power of Attorney (SPA) — notarized and authenticated (consularized if signed abroad), authorizing a Philippine-based representative to process the application
- Passport (with valid visa stamps, if applicable)
Important for seafarers: Because employment contracts are often project-based, UnionBank will typically average income over a 2-year period to determine qualifying income. Keep records of multiple deployment contracts if possible.
For Licensed Professionals (Doctors, Lawyers, Engineers, etc.)
- PRC ID (current and valid)
- Professional Tax Receipt (PTR)
- Latest 2 years' ITR — BIR Form 1701
- Latest 6 months' bank statements
- Certificate of clinic/office ownership or lease contract (if applicable)
Property Documents Required
Beyond proving your income, you'll need to submit documents related to the property you're financing. These vary depending on the property type and transaction.
For Purchase of Ready-for-Occupancy (RFO) Property
- Photocopy of the Transfer Certificate of Title (TCT) or Condominium Certificate of Title (CCT)
- Lot plan with vicinity map (certified by a licensed geodetic engineer)
- Signed Contract to Sell or Reservation Agreement from the developer or seller
- Latest real estate tax declaration and official receipt of tax payments
- Floor plan of the unit (for condo purchases)
For Pre-Selling Property
- Reservation Agreement or Contract to Sell from the developer
- Developer's license to sell and registration from HLURB/DHSUD
- Project development plans and specifications
- Certified true copy of the master title
For Home Construction or Renovation
- TCT of the lot (in your name, or proof of ownership)
- Building plans and specifications (signed and sealed by a licensed architect or engineer)
- Bill of materials and cost estimate
- Building permit (or proof that it has been applied for)
For Resale / Secondary Market Properties
- Photocopy of TCT (clean title, in seller's name)
- Deed of Absolute Sale (or draft)
- Latest tax declaration and tax clearance
- Lot plan with vicinity map
For Home Equity / Refinancing
If you're applying for a home equity loan or refinancing an existing mortgage, you'll also need:
- Original TCT (to be held by UnionBank as collateral)
- Statement of account from your current lender (for refinancing)
- Proof of payment history on existing loan
If you're considering refinancing, it's worth understanding how UnionBank housing loan refinancing works and what rates are currently available — especially if your existing loan rate is above 7%.
How Much Can You Borrow?
UnionBank determines your loanable amount based on two things: your qualifying income and the appraised value of the property. Generally, the loan-to-value (LTV) ratio caps at 80% for residential properties, meaning if you're buying a property appraised at P5,000,000, the maximum loan amount would be P4,000,000 — and you'd need to cover the remaining P1,000,000 as a down payment.
Here's a quick illustration of how income and DTI affect how much you can borrow at UnionBank's current 1-year fixed rate of 7.00% p.a. over a 20-year term:
- P30,000/month income: Maximum monthly amortization of P15,000 → approximate loan amount of P1,900,000
- P60,000/month income: Maximum monthly amortization of P30,000 → approximate loan amount of P3,800,000
- P100,000/month income: Maximum monthly amortization of P50,000 → approximate loan amount of P6,300,000
These are approximate figures based on DTI limits. Your actual loanable amount will also depend on existing debts, the property's appraised value, and UnionBank's internal credit assessment. For a more detailed breakdown of rates and terms, see UnionBank housing loan rates and requirements for 2026.
The Application Process: Step by Step
Step 1: Pre-Qualify
Before submitting documents, it's worth doing a quick self-assessment: Does your income meet the P30,000 minimum? Is your DTI under 50%? Is the property in a location UnionBank will finance? If yes to all three, proceed.
Step 2: Prepare and Organize Your Documents
Use this article as your checklist. Make photocopies of everything — most banks require both originals (for verification) and photocopies (for their records). Keep originals in a folder you can bring to appointments.
Step 3: Submit Your Application
You can apply directly through UnionBank branches or through Nook, which is a 100% free digital mortgage broker. Applying through Nook means you get guidance on which documents to prioritize, help ensuring your application is complete before submission, and access to comparison tools if you want to see how UnionBank stacks up against other lenders.
Step 4: Property Appraisal
Once your application is received and preliminarily reviewed, UnionBank will arrange for a property appraisal. This typically takes 5-10 business days. The appraisal determines the final loanable amount.
Step 5: Credit Evaluation and Approval
UnionBank will conduct a full credit review, verify your documents, and issue a formal Letter of Guarantee (LOG) or approval letter if everything checks out. Processing time from complete document submission to approval can range from 10 to 30 business days depending on the complexity of your application.
Step 6: Loan Signing and Release
After approval, you'll sign the loan documents and the bank will release funds — either directly to a developer or seller, or in tranches for construction loans.
Common Reasons Applications Get Delayed or Rejected
- Incomplete documents: Missing a payslip, an unsigned form, or an unstamped ITR is enough to put your application on hold
- Income that doesn't match: Discrepancies between your COE, payslips, and bank credits raise red flags
- Title issues: Properties with encumbrances, adverse claims, or annotations on the title will require resolution before approval
- DTI too high: Existing loans that push your total monthly obligations above 50% of income will result in a lower approved amount or outright decline
- Property outside acceptable areas: Some rural or remote locations may not meet UnionBank's collateral standards
Applying Through Nook: Free and Faster
Nook is the Philippines' first digital mortgage broker, and working with Nook to apply for a UnionBank housing loan costs you absolutely nothing. Nook's team reviews your documents before submission, helps you avoid common errors, and manages the back-and-forth with the bank on your behalf. If UnionBank isn't the best fit for your situation, Nook can also match you with other partner banks — all at no cost to you.
Note: Interest rates are subject to change. The rates cited in this article reflect UnionBank's current published rates as of 2026. Always verify the latest rates directly with the bank or through Nook before making any financial decisions.