MenuSearch

Mortgage appointment checklist

There are lots of documents and information needed when you’re making a mortgage or insurance application. This list might look daunting, and you may not be able to find every document - but the more you can bring to your initial appointment the quicker we can get you moving.

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

Our initial mortgage consultation is free. We will charge a fee between £399 and £999 on mortgage application. The amount we will charge is dependent on the amount of research and administration required.

Please bring original documents:

  • Proof of your identity (eg. passport or driving licence)
  • Proof of residency (eg. utility bill or bank statement, dated in last 3 months)
  • 13 weeks’ or 3 months’ payslips
  • Latest P60 (usually issued by your employer in April/May)
  • Employers’ details for the last 3 years (name, address, telephone number and dates you were employed there)
  • Last 3 years’ copies of SA302s/audited accounts (if self-employed)
  • Your latest annual mortgage statement
  • Your full address history (to cover at least the last 3 years)
  • Proof of deposit
  • Bank statements (latest 3 months)
  • Details of all existing personal and mortgage related insurance
  • Employment benefits (eg. sick pay, pensions)
  • Doctor’s details (name, address, tel)
  • Debit/credit card
  • Cheque book
  • Solicitor’s details (name, address, tel)
  • New property details (only if not purchasing through Your Move)
  • Copy of credit report for each applicant
  • Details of existing outgoings including details of other loan commitments
Mortgage Enquiries

Mortgage Enquiries

At Your Move we aim to really understand how we can help by confidentially discussing your needs and wishes.

Book an appointment
Glossary

Glossary

A useful collection of the most common words and phrases you will come across when you are looking for a mortgage.

Find out more
For Sale sign

About Us

Discover more about Your Move, a multi-award winning estate agent.

Find out more

8277-263

Create a My Move account


Take control of your sale, let, purchase or tenancy.

- Save property searches and alerts
- Personal dashboard and portal
- Viewing and progress feedback
- Bespoke tenant and landlord Portals

Register Now

Create a My Move account


Take control of your sale, let, purchase or tenancy.

- Save property searches and alerts
- Personal dashboard and portal
- Viewing and progress feedback
- Bespoke tenant and landlord Portals

Register Now