What You'll Need For Your Mortgage Appointment 

​

Please make sure you have the following information to hand for your mortgage appointment so we can ensure it goes as smoothly as possible.

​

​

​

Mandatory Documents

​

• Last three months' bank statements.

​

• Last three months' wage slips and details of any guaranteed overtime, bonus or commission.

​

• If you are self-employed, you'll need to bring the last three years' proof of accounts.

​

• Any details of existing mortgage/loans or credit card commitments.

​

• Any details of any arrears, defaults, County Court Judgments (if applicable).

​

• Details of any existing life insurance, endowment, savings, pensions or healthcare policies.

​

• Identification, e.g., driving licence or passport (you’ll only need this if your appointment is face-to-face/or after your initial call to allow us to process things for you).

​

• Proof of address, e.g. utility bill dated within last three months.

​

• P60 (if available).

​

To obtain a Decision in Principle (DIP), we need to have proof of identification, address and income on file.

 

 

 

 

 

 

 

 

 

 

 

 

Recommended.

​

It's helpful to have a copy of your credit report to hand as well. You can easily obtain your copy online (often for free).

​

​

​

​

​

​

​

​

​

​

​

​

Protection Appointment.

​

A protection review should take around an hour and it'd be useful if you could have:

​

• Any benefits from your employer e.g. death in service and sick pay

• The amount outstanding on your mortgage

• Any protection plans that you may already have alongside any we have put in place for you.

​

Thank you and we look forward to speaking with you!