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MORTGAGECONNECTOR

Workbook

First-time buyer preparation pack

A compiled checklist for the weeks before an application. Free to read here. The paid email is the same workbook in one message, not advice.

The lists below are free. Paying emails you one compiled copy after the card payment is confirmed by Stripe. Returning to this page is not proof of payment. The pack is not mortgage advice.

Before you book viewings

  • Price range you can illustrate, not a borrowing promise
  • Deposit source: savings, gift, or Lifetime ISA
  • Credit file checked by you, dated

Documents

  • Photo ID and proof of address
  • Three months of bank statements
  • Payslips or tax calculations
  • Gift letter if someone else is providing the deposit

Questions for the broker

  • Which lenders fit the deposit size
  • What the valuation will check
  • What the product fee does to the cost over the fix

MortgageConnector is a mortgage broker introducer and information service. We do not provide regulated mortgage advice. Where appropriate, we can introduce you to an FCA-authorised mortgage broker who can assess your circumstances and provide advice.

The matching service is free for you. Partner brokers pay MortgageConnector for introductions. If you ask for an introduction, the details you submit are shared with the selected partner. The broker is responsible for regulated advice. Check the firm on the FCA Register.

Your home may be repossessed if you do not keep up repayments on your mortgage.

These figures are illustrative.

An FCA-authorised broker can look at the actual income, credit and property. MortgageConnector introduces you. We do not choose the mortgage.

Request an introduction