Mortgage appointment checklist

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