Mortgage application coordination and case tracking

Our Mortgage Application Coordination and Case Tracking service provides structured support throughout the mortgage application process, helping clients stay informed and organised from submission through to completion.

This service focuses on administrative coordination and progress tracking. Any regulated mortgage advice is provided separately by a CeMAP-qualified adviser under supervision through an FCA-authorised principal firm.

What This Service Includes

We support clients by:

  • Coordinating the mortgage application process
  • Assisting with the submission of information and documents
  • Tracking application progress with lenders
  • Providing regular status updates
  • Liaising with lenders, solicitors, and estate agents where appropriate
  • Helping resolve information or documentation requests