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Again, this is a very popular question, and rightly so. Initially though, the information you will need for the appointment is minimal; it’s a chat, it about us getting to know you. There may be things you don’t know right away and you may need to get back to us but for the initial appointment / first meeting what’s important is for us to know exactly how it is we can help. We can then let you know what it is we will need and when we will need it, helping you along the way and making this part of the process (i.e document collection) straightforward.

So we thought it may be useful to break down a list of the types of documents you can expect to provide further down the process with a brief explanation of how we would like those documents and how many or what date those documents need to be.

We also have a document checklist PDF you could use to make the process easier when that time comes.

Also check out our Mortgage A to Z page here.