We need a few documents to get started with your mortgage so can understand your current situation to better understand your current situation.
The information we require to take out a mortgage is standard across all financial institutions.
Essential mortgage documents
These documents will need to cover the following areas:
- Who are you, so documents to identify you as it is a government requirement
- How much do you earn from your employment as well as from other investments
- How much do spend each month
- Your current assets and their value
- Your current liabilities
We will send you out an email with what specific documents to bring to our meeting as well completed budget planner to understand your current expenses.