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.
Glossary
Life insurance and protection words, A to Z
How to use this glossary
Share it after a mortgage offer. Families understand the cover before they choose.
What is inside
A to HBeneficiary. The person who receives the payout.
I to LIncome protection. A monthly payment if you cannot work because of illness or injury.
M to TMedical underwriting. Questions about your health that decide the price and terms.
U to ZWaiver of premium. An option that pays your monthly cost if you cannot work.
How to compare two quotesAmount, term and type.
Questions families ask most
Three title ideas for your own version
Life insurance and protection words, A to Z
The protection glossary
Insurance words in plain English
Where to promote it
Your websitea reply to a client after a mortgage offera post for new parents
What goes in a protection glossary?
Terms from A to Z in plain English, how to compare two quotes and the questions families ask most.
Make this glossary your own
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Pick one, change the words, publish.
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