We know how important it is to feel supported and understood throughout your mortgage process, whether you’re buying your first home, remortgaging, or planning for retirement. Here’s how we’ll work together, step by step:
We’ll start with a relaxed, no-obligation chat to get to know you, your goals, situation, and any questions you have. We’ll explain how we work and outline the next steps if you choose to go ahead.
If you’re happy to proceed, we’ll gather more detailed information about your income, outgoings, credit history, and plans. This allows us to understand your position and begin looking at suitable options.
We’ll compare products across a wide range of lenders to find mortgage or protection solutions that truly fit your needs, whether you’re self-employed, have a small deposit, or need something more specialised.
We’ll help you secure an AIP if required, this is often helpful when making offers on a property or giving peace of mind before proceeding further.
Once you’re ready, we’ll handle the full mortgage application process, making sure all the paperwork is accurate, submitted efficiently, and explained clearly at every stage.
We’ll keep in touch with regular updates and be available to answer any questions that come up. We liaise with the lender, solicitor, and any other parties involved to keep things moving.
Once your mortgage offer is issued, we’re still right by your side. We’ll support you through to completion – and beyond, if you need anything further.