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Mortgage appointment checklist

Mortgage appointment checklist

Search for properties

To buy or to rent?

Property type

Minimum price

Maximum price

Minimum bedrooms

Proof of identity

  • Form of identity (eg. passport or driving licence)

Proof of income

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

  • 13 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

Proof of address

  • Your full address history (to cover at least the last 3 years)

  • Proof of residency (eg. utility bill or bank statement, dated in last 3 months)

Additional information

  • Proof of deposit

  • Details of all existing personal and mortgage related insurance

  • Employment benefits (eg. sick pay, pensions)

  • New property details (only if not purchasing through Your Move)

Please make sure you bring original documents with you. 

Covid 19 Outbreak


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