Book Your Mortgage Appointment

No matter where you live, you can book a time with us to discuss your mortgage or insurance needs.

Our most popular appointments are video calls, which save you time and inconvenience and can be done from the comfort of your home or office. Our video call allows us to establish three things.

1. Can we help you?
2. Are we a good fit for you?
3. Are you comfortable with how we work?

During your initial appointment, we'll gather some basic information such as: 

1. About you - personal details, address history, household make-up
2. Your job - your income, work benefits and disposable income
3. Your new mortgage - your borrowing, mortgage term and ideal product

Once we have that information, we'll request documents such as proof of identity, address, payslips or tax documents if you're self-employed, bank statements and proof of deposit if it's a purchase, or the terms of your current deal if it's a remortgage.

After you've sent your documents, we can start working on your case to establish how much you can borrow, get you an agreement in principle and sketch out the right insurance package for you. This differs depending on whether you're buying or remortgaging; however, we'll cover that during the initial consultation.

When To Book A Mortgage Appointment?  

We're often asked when the best time to book a mortgage appointment is, and the answer is simple.

1. If you're a first-time buyer - before you start looking at properties
2. If you're moving home - before you put your home on the market
3. If you're remortgaging - six months before your current deal ends

Below is the booking calendar for scheduling your consultation. Choose a convenient time and date for your video call; we'll see you soon.