Your mortgage appointment

During your appointment, we’ll check any existing loans and outgoings, conduct an affordability assessment, and complete your application.

Things you’ll need to provide at your mortgage appointment:

  • Proof of identity; a current passport or driving licence 

  • Proof of address; a utility bill or bank statement date within the last 3 months 

  • Proof of income; if employed, last 3 months’ payslips, if self-employed, last 3 years’ business accounts (most recent accounts must not be older than 18 months) or last 3 years SA302s and corresponding tax year overviews 

  • Bank details; last 3 months’ bank statements showing income and spending 

  • Details of any existing financial commitments; up to date balance of credit or store cards, personal loans and hire purchase

Same day and weekend appointments are available. You can also visit us in branch!

 

Book a mortgage appointment

A mortgage appointment is your chance to explore options and ask questions about the home-buying process. With the right preparation, you’ll be ready to make informed decisions.