Mortgage-documentsGetting started on your mortgage

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:

  1. Who are you, so documents to identify you as it is a government requirement
  2. How much do you earn from your employment as well as from other investments
  3. How much do spend each month
  4. Your current assets and their value
  5. 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.