Affordability and document preparation support

Our Affordability and Document Preparation Support service helps clients get organised and prepared before progressing to a mortgage application.

This service focuses on general guidance and practical support to help you understand what lenders may typically require. It does not constitute independent or unsupervised regulated mortgage advice.

What This Service Includes

We support clients by:

  • Explaining general affordability considerations used by lenders
  • Providing guidance on income and expenditure information
  • Helping you understand typical lending criteria
  • Reviewing documents for completeness and accuracy
  • Identifying documents commonly required for a mortgage application
  • Supporting you in preparing information for submission