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Mortgage appointment checklist

Unsure of what to bring to your mortgage appointment? Why not use our helpful checklist. 

When making a mortgage application there are many documents and information needed.

For your first appointment the more documents you can bring the more efficient and effective your appointment will be.

Proof of identity

  • Form of identity (eg. passport or driving licence)
     

Proof of income

  • Employers’ details for the last 3 years (name, address, telephone number and dates you were employed there)

  • 3 weeks’ or 3 months’ payslips

  • Latest P60 (usually issued by your employer in April/May)

  • Last 2 years’ copies of SA302s /audited accounts (if self-employed)

  • Bank statements (latest 3 months)

  • Your latest annual mortgage statement

  • Details of existing outgoings including details of other loan commitments
     

Proof of address

  • Your full address history (for the past 3 years)

  • Proof of residency (eg. utility bill or bank statement, within the past 3 months)
     

Additional information

  • Proof of deposit

  • Details of all existing personal and mortgage related insurance 

  • Employment benefits (eg. sick pay, pensions, car allowance)

  • New property details (only if not buying a property through Hawes & Co)

Hawes are in partnership with Embrace Financial Services

YOUR PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

Mortgage and Protection services are referred to Embrace Financial Services Ltd.

Your initial mortgage appointment is without obligation.We normally charge a fee for our services; however, it is payable only on the submission of your mortgage application. The fee will depend on your circumstances but our standard fee is £599. Complex cases usually attract a higher fee. We will discuss and agree the fee with you prior to submitting any mortgage application.