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.
Decision guide
Fixed rate or tracker: the tests
How to use this decision guide
Share this in first time buyer groups or put it on your new client page. People ask this question early, and a fair answer gets you into the conversation.
What is inside
The two rates side by sideYour payment
Tests that point to a fixed rateYour budget is tight: A known payment helps when there is little room.
Tests that point to a trackerYou have spare money: You could meet a higher payment if the rate rose.
A way to check your budgetWhichever type you prefer, test the payment before you commit.
Questions to ask before you chooseAsk about the charge: What do I pay if I leave early?
Three title ideas for your own version
Fixed rate or tracker: the tests
How to choose between a fixed and a tracker mortgage
The mortgage rate question, answered
Where to promote it
First time buyer groupsLinkedIn postsblog postsestate agent partnersa link from your new client page
Why give borrowers a guide to choosing a rate type?
People search for this long before they speak to a broker. A fair answer with clear tests builds trust and leads to a conversation about timing and budget.
Make this decision guide 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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