MenuSearch

Mortgage Appointment Checklist

Lots of different documents and information will be needed by your Embrace Mortgage Services consultant when submitting your mortgage or insurance application. The list is quite long, but don’t worry if you cannot find every document just yet - the more you can bring to the first appointment the quicker we can get you moving.

Please bring original documents:

Tick

Proof of your identity (eg. passport or driving licence)TickDetails of all existing personal and mortgage related insurance

Tick

Proof of residency (eg. utility bill or bank statement, dated in last 3 months)TickEmployment benefits (eg. sick pay, pensions)

Tick

13 weeks’ or 3 months’ payslipsTickDoctor’s details (name, address, tel)

Tick

Latest P60 (usually issued by your employer in April/May)TickDebit/credit card

Tick

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

TickCheque book

Tick

Last 3 years’ copies of SA302s/audited accounts (if self-employed)TickSolicitor’s details (name, address, tel)

Tick

Your latest annual mortgage statementTickNew property details (only if not purchasing through Intercounty)

Tick

Your full address history (to cover at least the last 3 years)TickCopy of credit report for each applicant

Tick

Proof of depositTickDetails of existing outgoings including details of other loan commitments

Mortgage appointment

Let an Embrace Mortgage Services Consultant provide you with a free initial consultation

Arrange

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 Intercounty)
  • Copy of credit report for each applicant
  • Details of existing outgoings including details of other loan commitments

Mortgage appointment

Let an Embrace Mortgage Services Consultant provide you with a free initial consultation

Arrange

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
Intercounty is a trading name of ICIEA Limited and is an introducer appointed representative of First Complete Ltd for purpose of the provision of advice in relation to mortgage and non investment insurance products. Mortgage and Protection advice is provided by LSLi Ltd t/a Embrace Mortgage Services, an appointed representative of First Complete Ltd. First Complete Ltd is authorised and regulated by the Financial Conduct Authority.

LSLi Ltd t/a Embrace Mortgage Services charge a fee of between £399 and £699 on application. The amount they will charge is dependent on the amount of research and administration that is required.