Mortgage application checklist for brokers
Checklist for mortgage and insurance brokers
For mortgage and insurance brokers who want people planning to buy or move on their list.
Calculator
How much could you borrow for a mortgage?
How to use this calculator
Send it to first time buyers before they start viewing. They arrive with a budget and a list of what lenders will ask.
What is inside
What lenders look at beyond incomeMonthly spending. Loans, car finance, credit cards and childcare reduce what you can borrow.
The costs to plan forValuation
How to improve what you could borrowPay off cards and loans where you can.
Before you start viewingAn agreement in principle: From a lender, through your broker.
Three title ideas for your own version
How much could you borrow for a mortgage?
The borrowing calculator
What price of home can you look at?
Where to promote it
Your websitea reply to a buyer who asks what they can afforda post for first time buyers
What goes in a mortgage borrowing calculator?
A rough borrowing calculator from income, multiple and deposit, deposit share bands, what lenders look at and the costs to plan for.
Make this calculator your own
The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.
Built with Gatedleads, the quickest way to turn a page like this into a lead magnet that collects emails.
More for mortgage and insurance brokers
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Home and family protection guide for brokers
Guide for mortgage and insurance brokers
For mortgage and insurance brokers who want homeowners and growing families on their list.
Client email templates
Email scripts for mortgage and insurance brokers
For mortgage and insurance brokers who want other brokers and newer advisers on their list.
Home buying planner templates for brokers
Template pack for mortgage and insurance brokers
For mortgage and insurance brokers who want people saving for their first home on their list.
Swipe file of wording to explain your finances
Swipe file for mortgage and insurance brokers
For mortgage and insurance brokers who want clients to give clear, complete answers the first time a lender asks.
Buyer's guide to comparing mortgage deals
Buyer's guide for mortgage and insurance brokers
For mortgage and insurance brokers who want to be chosen for clear explanations rather than for the lowest rate on a comparison page.
Fixed rate or tracker decision guide
Decision guide for mortgage and insurance brokers
For mortgage and insurance brokers who want to talk to borrowers before they have picked a type of rate.
Mortgage mistakes list
Mistakes list for mortgage and insurance brokers
For mortgage and insurance brokers who want clients to avoid the changes that stall an application.
Fixed rate ending roadmap
Roadmap for mortgage and insurance brokers
For mortgage and insurance brokers who want homeowners to get in touch months before a fixed rate runs out.
Self employed mortgage case study for mortgage brokers
Case study for mortgage and insurance brokers
For mortgage brokers who want to reach self employed buyers who have been turned down or fear they will be.
Family cover scorecard
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For mortgage and insurance brokers who want to reach families who have a mortgage but have never reviewed their cover.
Remortgage worksheet for mortgage brokers
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For mortgage brokers who want to reach homeowners whose fixed deal is ending soon.
Small deposit routes comparison for mortgage brokers
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For mortgage brokers who want first time buyers to see every route before they give up.
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Glossary for mortgage and insurance brokers
For mortgage and protection brokers who want families to understand cover before they choose.
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Pick one, change the words, publish.
Free to start. No credit card.