Your home loan appointment
Prior to your appointment, a call or Zoom with one of the team will get the ball rolling. Your home loan specialist will send you a digital fact find to complete, this will give us a snapshot of your current financial position. When making an appointment we may ask you to bring some paperwork to the appointment to get ready for your application. This paperwork may include:
• Recent bank statements, pay slips and group certificates that provide evidence of your income, spending and your saving history
• Details of your current assets and liabilities including any personal loans, investments, credit card debts, car repayments and so on
• A summary of your usual household and living expenses
• Personal ID such as birth certificate, driver’s licence, current passport or citizenship certificate
This is not an extensive list and depending on your individual circumstances there may be some additional paperwork required for your application.
Our lending specialist will take the time to understand your situation, present you with options, then help you choose the right loan for your unique situation.