Mortgage appointment checklist

1. Identification documents

• A form of ID such as a passport or driving licence. 

2. Proof of your income

• Your employers details for the last 3 years - name, address, telephone number and dates you were employed.
• 3 weeks or 3 months worth of payslips
• Latest P60, this is usually issued by your employed in April/May.
• If self employed the last 2 years copies of SA302s/audited accounts.
• Bank statement for the last 3 months.
• Your latest annual mortgage statement.
• Details of existing outgoings including details of other loan commitments.

3. Proof of address

• Your full address history for the past 3 years.
• Proof of residency within the last 3 months such as utility bill or bank statement.

4.  Supporting documents

• Proof of deposit.
• Details of all existing personal and mortgage related insurance.
• Employment benefits (e.g sick pay, pensions, car allowance).
• New property details (only if not buying a property through us)

Please make sure all the documents you bring with you for your appointment are originals.