5-Step Process
We’ve formed a simple and effective 5-step process to make applying for your mortgage as smooth as possible.
1
Affordability
We have an initial strategy call at a time to suit you, which allows us to get to know more about you and your plans. We give you an easy to understand list of documents to gather, so that we can efficiently calculate how much you can borrow.
2
Criteria
we use our extensive industry knowledge, alongside market-leading tools and resources, to promptly find a mortgage that will meet your current and future needs. We then carry out the relevant lender checks on your behalf, to ensure you meet the criteria needed to apply and pass the lender’s credit scoring system.
3
Presentation
we present your tailor-made mortgage recommendation to you via video-call. We then walk you through all aspects of the mortgage in detail, before taking care of the application process entirely, on your behalf.
4
Protect
We use a 360 approach to ensure all bases are covered when it comes to protecting your home, your income, and the future of the people you love, against the uncertainties of life. We give you a complete protection review before recommending your bespoke insurance package that meets your needs and your budget.
5
Success
We liaise with both your mortgage lender and insurance provider to get you to the ultimate agreement stage; Offer of acceptance. Once the Offer has been issued, we track your progress with solicitors to help things run smoothly, right through until completion.