Mortgage and insurance terms cheat sheet for brokers
Cheat sheet for mortgage and insurance brokers
For mortgage and insurance brokers who want first time buyers and people new to protection on their list.
Checklist
Getting ready to apply for a mortgage
How to use this checklist
Offer it to people planning to buy in the next year. It helps them prepare early and shows you as the person to guide them.
What is inside
Your incomeRecent payslips, covering as many months as your lender asks for.
Your spending and creditRecent bank statements for every current account.
Your depositProof of where the deposit has come from.
The propertyThe address and type of property.
Protecting your home and familyBuildings insurance arranged for the day you need it.
Questions to ask your brokerHow do you get paid? Fees and commission should be clear before you start.
Three title ideas for your own version
Getting ready to apply for a mortgage
The mortgage documents checklist
What to sort out before you apply
Where to promote it
Estate agent partnersproperty portalsfirst time buyer groupsInstagram
What documents do you need before applying for a mortgage?
Usually proof of income, recent bank statements, a clean credit record, proof of where your deposit came from and identity documents. What lenders ask for varies by country.
Make this checklist 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.
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