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Merge PDF

Merge PDF for Loan Application — Mortgage, Auto, Personal

Loan applications expect a packet — pay stubs, W-2s, tax returns, bank statements, government ID, sometimes a letter of explanation. Lenders almost always want this as a single PDF, not 12 separate attachments. Merging in the right order matters: lender systems often parse the first few pages for borrower info, so the cover letter and ID go first, financial documents next, supporting docs last. Compress after merging if the file's over 10 MB.

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What you should know

Standard order for mortgage applications

Page 1: cover letter / completed application form. Pages 2–3: government ID (driver's license front + back). Pages 4+: most recent 2 pay stubs, last 2 years' W-2s, last 2 months' bank statements, last 2 years' tax returns. Letters of explanation last.

Lender file size caps

Most major lenders (Chase, Wells Fargo, Quicken/Rocket): 10–25 MB. Most online lenders (SoFi, Lightstream, LendingClub): 5–10 MB. Local credit unions: often tighter, 5 MB. Compress aggressively after merging.

Don't merge separate borrower applications

If you and a co-borrower are both applying, each typically submits a separate packet. Don't merge spouse's documents into yours unless the lender explicitly asks for a combined file.

Privacy considerations

Loan packets contain SSNs, account numbers, and ID images. Use a private workspace (paid plan) so files aren't auto-deleted and you can re-download if the lender loses them. Never email the packet over an unencrypted channel.

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Frequently asked questions

What's the standard loan packet file size?

Most packets are 5–15 MB. Bank statements with images bloat the file. If yours is over 25 MB, you have very high-res scans — compress aggressively.

Should I include both sides of my driver's license?

Yes — most lenders want both sides. Front + back as two separate pages or one combined page.

What about my co-borrower's docs?

Usually separate packets. Some lenders ask for a combined household packet — follow their specific instructions.

Can I redact account numbers?

Lenders need to verify accounts — don't redact account numbers, only consider redacting the rest of the digits except the last 4. Use our redact-pdf tool.

How do I send a packet over 25 MB?

Compress first. If still too big, the lender's portal usually has a way to split-upload. Or upload to their secure document portal (most have one).

Related scenarios

Or use the full tool