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.
Guide
Protecting your home and family
How to use this guide
Publish it for homeowners and growing families. It opens a conversation many people put off, without any pressure.
What is inside
Start with who relies on youProtection is about what would happen to the people and the home you are responsible for if something went wrong.
The main types of coverLife cover
How much coverThere is no single right amount.
Policies in trustIn some countries a life policy can be written in trust, which can help a payout reach the right people sooner.
Review it when life changesA new home or a bigger mortgage.
Before you speak to a brokerNote your mortgage balance and term.
Three title ideas for your own version
Protecting your home and family
A plain guide to protection
What happens to the mortgage if you cannot work?
Where to promote it
Parent groupsestate agent partnersLinkedInlocal community newsletters
What is the difference between life cover and income protection?
Life cover pays a lump sum if you die during the policy. Income protection pays part of your income if illness or injury stops you working.
Make this guide your own
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