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Case study

How a self employed couple got their mortgage in six weeks

How to use this case study

Send it to self employed buyers who have been turned down or fear they will be. It shows what a broker changes, which a list of lenders cannot.

What is inside

Where the couple startedThey had a good deposit and steady work, but each bank looked at one year of accounts and a dip during a slow winter.
How the application changedThree years of accounts and tax returns, with a note on the slow winter.
What made it workPaperwork ready early: Before any application.
The resultsApplications
What any self employed buyer can copyGather three years of accounts: And your tax returns.

Three title ideas for your own version

How a self employed couple got their mortgage in six weeks
From two refusals to an offer: one couple's story
What changed when a self employed couple stopped going to their bank

Where to promote it

Local Facebook groupsyour newsletteraccountants who refer clientsa follow up email after a first call

What goes in a self employed mortgage case study?

One client from start to finish: why the banks said no, the paperwork, the lender search, the offer, the protection plan and what other buyers can copy.

Make this case study your own

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