- Important Information
Mortgage Appointment Checklist
Mortgage Appointment Checklist
There are lots of documents and information needed when you’re making a mortgage application.
The more documents you can send before your mortgage appointment, the quicker we’ll be able to process your mortgage application – but don’t worry if you’re not able to find every document.
Our checklist is available to download (or print) in a friendly, useful format – tick off the documents as you have them ready to send before your appointment.
What to bring to your appointment
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)
Proof of address
- Your full address history (to cover at least the last 3 years)
- Proof of residency (e.g. utility bill or bank statement, dated in last 3 months)
Additional information
- Proof of deposit
- Details of all existing personal (Life insurance, critical illness and income protection) insurance
- Employment benefits (e.g. sick pay, pensions)
- New property details (if applicable)
- Your latest annual mortgage statement
- Details of existing outgoings including details of other loan commitments
