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Free, and available within the next 12 hours Essential for Any Property Buying related services

Know what you can buy before you fall in love with it.

The Property Investment Plan is a written document that sets out your real purchase ceiling, your sustainable instalment range and every cost of buying in Italy. Not an estimate: every figure is traced back to a document you provided. It is free, and available within the next 12 hours — you apply for it in the Client Portal.

Banks4All is an independent property-affordability evaluation carried out by OAM-certified financial consultants. Banks4All and EasyCasa are distinct companies in the Mundida group: Banks4All takes no fee from EasyCasa, agencies or sellers, and no partner can influence the content of your plan.

Evidence, not opinion

Most buyers start from a number someone guessed.

A figure from a friend, an online simulator, or a seller keen to close. It holds until the bank looks at the paperwork — and by then an offer has usually been made.

A theoretical estimate

Built on what you said

  • Gross salary, from memory
  • Assumes twelve equal months of income
  • Ignores existing instalments and cessioni
  • Leaves out notary, taxes and agency costs
  • Says nothing about how a lender reads your file
  • Changes every time you ask again
Your Property Investment Plan

Built on what you can prove

  • Net income read from payslips and bank credits
  • Thirteenth and fourteenth month treated correctly
  • Existing commitments read from three months of statements
  • Full purchase cost, line by line
  • Structured the way a lender assesses it
  • Written down, dated, and yours to keep

The evidence ledger

Every figure, and the paper it stands on.

This is the whole method in one table. Nothing enters your plan unless something in your file supports it. Where a figure is calculated rather than documented, we say so.

What your plan statesWhat it rests on
Real net monthly income Including irregular, seasonal, self-employed and multi-source earnings.
Latest payslipBank statement · 3 months
Existing commitments and free income Loans, instalments, cessione del quinto and standing outgoings already leaving your account.
Bank statement · 3 monthsCalculated · debt-to-income
Sustainable instalment range A monthly figure you can carry, not the maximum a simulator will show you.
Calculated · from net income and commitments
Deposit and liquidity available What you actually hold, separated from what must stay untouched for costs.
Bank statement · 3 months
Household composition Dependants, second income, and how they change both the budget and the property brief.
Stato di famigliaCertificato di residenza
Identity, tax and residence profile How your file will be read by a lender, and which lenders read that profile well.
Identity card or passportTessera sanitariaCertificato di residenzaPermesso di soggiorno
Maximum purchase price, with buffer The single number the whole plan exists to produce — and the reason you can view property with confidence.
Calculated · from every row above
Full cost of purchase Notary, taxes, agency, survey, insurance and mortgage set-up costs, itemised.
Calculated · current Italian rates and tariffs

Where a document is missing, the plan says which figure is provisional and what would confirm it. We do not fill a gap with an assumption and present it as a finding.

What you receive

A written plan, in your language, that you keep.

Not a conversation you half-remember. A dated document you can take to a viewing, show your family, and hold a seller's claims against.

Prepared in Italian, English or Spanish, and walked through with you in Urdu, Hindi, Punjabi, Arabic, Bengali, Romanian or French where that is easier. You leave Phase One knowing exactly what you can afford, and why — before a single property is viewed and before any bank is approached.

Contents of your plan

Property Investment Plan

  1. Maximum purchase priceWith a deliberate buffer, so an unexpected cost does not undo the purchase.
  2. Estimated monthly instalment rangeSustainable and stress-tested, not the ceiling a lender might permit.
  3. Full cost breakdownNotary, taxes, agency, survey and mortgage set-up costs, itemised in euro.
  4. Deposit and liquidity positionWhat to commit and what to keep back for completion day.
  5. Recommended property search criteriaType, area, size and condition that fit both the budget and the household.
  6. Purchasing strategyTiming, negotiation approach, and where your position is strong or weak.
  7. Document checklist for Phase TwoExactly what a lender will ask for, prepared before it is asked for.
  8. Open pointsAnything provisional, and what would settle it.

Verified Buyer Badge

The document is for you. The badge is for the people selling to you.

Once every required piece of evidence has been received and verified and the plan is issued, Banks4All issues a Verified Buyer Badge. It is the confirmation — readable by our external partners such as Easy Casa Italy — that there is a verified file behind your offer, not an intention.

B4A
Verified Buyer BadgeIssued by Banks4All
Reference
B4A-2026-00417
Evidence
Complete · verified
Plan
Issued · 12/03/2026
Budget band
Shown only with your consent
Valid
6 months from issue

The badge attests to document verification carried out by Banks4All. It is not a mortgage approval, not a creditworthiness assessment, and not a proof of funds.

  • What it tells an agencyThat identity, residence, household and income have been verified against documents, and that a documented purchase budget exists. Your offer is read differently.
  • What it does not transmitNo document and no income figure leaves Banks4All. The badge communicates verification status and — only if you choose — the budget band to search within.
  • What it is notNot an approved mortgage, not a commitment from any lender, not a proof of funds. Creditworthiness is assessed solely by the lending institution.
  • Under your controlShared only with your consent, with the partners you name, and revocable at any time from the Client Portal.

How it is done

Seven steps, in order. Each one gates the next.

The order matters: we do not discuss property until the income picture is settled, and we do not settle the income picture from conversation alone.

  1. Free first consultation

    We listen to the project — where you want to live, who is buying with you, what you have already been told. If this is not the right moment to buy, we say so here. It is an answer we can afford to give, because we earn nothing on the transaction.

    No cost · 30–45 minutes · in your language

  2. Start Property Plan in Portal →

    The Property Investment Plan is applied for in the Client Portal. You open the file, upload the documents listed below to a secure area, and see at any moment what is outstanding and where the work has reached.

    portal.banks4all.eu · secure upload

  3. Document verification

    We check each document is current, legible and complete. If something is expired or missing we tell you immediately, rather than at the end.

    Status visible in the Client Portal

  4. Income and expense analysis

    We read real net income from payslips and bank credits — including irregular, seasonal, self-employed and partita IVA earnings — and read existing commitments from three months of statements. Nothing here is taken from memory.

    Payslip and statement reconciliation

  5. Household needs assessment

    Size, location, school zones, commuting, and plans for the next five years. A property that fits the budget but not the household is a problem deferred, not solved.

    Stato di famiglia · residence · future plans

  6. Budget map and cost modelling

    We produce the purchase ceiling, the instalment range and the full cost breakdown, and model how each moves if the rate, the term or the deposit changes. You see the sensitivity, not just the single number.

    Purchase ceiling · instalment range · total cost

  7. Plan delivered, badge issued

    The written plan is delivered and taken through with you line by line. With the evidence complete, your Verified Buyer Badge is issued. You then decide: search on your own with the plan in hand, or continue to Phase Two for mortgage application preparation.

    Written document · badge · your decision

What to bring

Seven documents. That is the whole list.

Clear photographs or scans are accepted — PDF, JPG or PNG — uploaded to the Client Portal. Every item is used for a specific part of the plan, set out below, and nothing is requested that the plan does not need.

DocumentStatusWhat it establishes
Identity card or passportRequiredIdentity and nationality. Determines which lenders on the market are receptive to your profile.
Permesso di soggiornoOptionalWhere applicable. Type and expiry date affect which lenders will consider the file and over what term.
Tessera sanitariaRequiredConfirms the codice fiscale used on every document in the file. A mismatch here stalls an application later.
Certificato di residenzaRequiredRegistered address and length of residence in Italy — both read closely by lenders.
Stato di famigliaRequiredHousehold composition and dependants. Shapes both the affordability calculation and the property brief.
Latest payslipRequiredReal net income, contract type and seniority. For self-employed and partita IVA profiles we will ask for the equivalent income evidence instead.
Bank statement · last 3 monthsRequiredIncome actually credited, existing instalments and commitments, and liquidity available for deposit and costs.

Buying with someone else? Each buyer provides the same set. A joint plan is built from both files together, since the budget depends on the combined position.

Missing something? Start anyway. We will tell you which figures remain provisional, and the plan is updated once the document arrives. The Verified Buyer Badge is issued only when the evidence is complete.

Your data. Documents are held and processed under our privacy policy, for the purpose of preparing your plan and, if you continue, your application file. You can ask what we hold and request erasure at any time, subject to the record-keeping periods Italian anti-money-laundering law requires.

Read this before you start

What this plan is not.

A plan that overstates what it can do is worth less than no plan at all. So here are its limits, plainly.

Not a mortgage approval

No application carries a guarantee of approval. Creditworthiness is assessed solely by the lending institution. The plan tells you what to expect, not what you will get.

Not a rate offer

Instalment ranges are modelled on current market conditions and are indicative. Binding terms come only from a lender, in writing.

Not credit mediation

Banks4All does not lend and does not carry out credit mediation, which is reserved to operators entered in the OAM register. Those activities are performed by the regulated operators on our panel.

Not a property valuation

A formal valuation is carried out by a surveyor appointed by the lender. The plan sets your budget, not any specific property's worth.

Not legal or tax advice

Cost estimates use current Italian tariffs and rates. Your notary and your commercialista remain the authority on your specific position.

Not a property search

The plan defines the search criteria. The active search belongs to the Property Ownership Package (POP) — a separate service, with its own contract.

Transparency

Who pays us — and why it decides everything in your plan.

We tell you what you can afford. If a bank, an agency or a seller paid us, that number would be worth nothing. So none of them does.

We are paid by the client. Nobody else.

Banks4All receives no fee, commission, rebate or economic benefit from banks, financial intermediaries, brokers, insurance companies, real estate agencies, property vendors, or from any partner on its panel. Banks4All and EasyCasa Italy are distinct companies under common ownership within the Mundida group: there is no economic flow between them in either direction, and the relationship does not affect which solutions are presented. With panel partners we have collaboration contracts without remuneration to Banks4All — group affiliation with EasyCasa is not a panel arrangement. No operator can influence the solutions we present to you. The Italian version prevails.

Property Investment Plan
Free

No charge for the plan, for document verification, or for issuing the badge.

First consultation
No cost

We assess feasibility and tell you plainly if this is not the right moment.

Anything after
Only if you continue

Premium services are optional, contracted separately, and their fees fall due only once the outcome is reached.

Our mortgage and loan partner

For mortgages and loans our official partner is Credit Prime Mediazione Creditizia S.r.l., entered in the OAM Credit Mediators Register under no. M540. The collaboration is not exclusive: we also work with other registered mediators. None of them pays us. The Italian version prevails.

You pay the regulated operator handling the file separately and directly, once funds are disbursed, under the mandate you sign with them. Banks4All retains no share of it.

Legal name
Credit Prime Mediazione Creditizia S.r.l.
OAM register
M540
IVASS RUI
E000704515
Tax code / VAT
04323810988

Start here

Bring the seven documents. Leave with a number you can rely on.

The Property Investment Plan is free, and you apply for it in the Client Portal. We will tell you what your plan can establish, what it cannot, and whether this is the right moment to buy at all.