initial meeting
This meeting is the start of our journey together.
We’ll spend time understanding your current finances and mortgage requirements.
We’ll explain how we charge and answer any questions you have, as well as establishing your attitude to the various types of mortgage products.
research
We’ll research and assess the suitability of the mortgage and protection products available to meet your financial requirements.
We’ll start to prepare a bespoke report of our recommendations in preparation for the next stage of our journey together.
recommendations
We’ll provide you with a written report and present our mortgage and protection recommendations.
We’ll explain the benefits of our recommendations and confirm any costs associated with the products.
There will be plenty of opportunities for you to ask questions before applying for your mortgage.
implementation
Once you’re happy with your chosen mortgage and protection product, we can start to implement it for you.
Your application will be regularly reviewed to ensure all milestones are met efficiently by the lender and it remains on track for the issue of your Mortgage Offer.
After this stage we will remain on hand during the conveyancing period to guide you through to completion.