Mortgage appointment checklist
Are you not sure what to bring to your mortgage appointment? Why not use our 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.
1. Proof of identity
- Form of identity (eg. passport or driving licence)
2. 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
3. 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)
4. 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 Intercounty)
Please make sure all the documents you bring to your appointment are original copies. We work in partnership with Embrace Financial Services who provide mortgage advice.
