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Mortgage HQ

Book a call with us:

Mortgage HQ - Phone Appointment

Thank you for choosing Mortgage HQ. To ensure we can provide you with the best possible advice and assistance, please have the following information ready for your call.

Income Details:
If employed:
  • Recent payslips (last 3 months)
  • Latest tax return or P60
  • Proof of any additional income (e.g., rental income, bonuses, pension etc)
If self-employed:
  • Last 3 years Tax Calculations (SA302s)
  • Last 3 years Tax Year Overviews
  • Last 3 years full accounts (Limited company directors only)

Outgoings:
  • 3 months bank statements showing income and outgoings (all accounts)
  • Details of current debts (credit cards, personal loans, etc.)
  • Monthly expenses (utilities, groceries, transportation, etc.)

Identification:
  • A valid photo ID (passport or driving license)
  • Proof of address (recent utility bill or bank statement)

Existing Mortgages:
  • Mortgage statements for any properties you currently own

Mortgage HQ - Office Appointment

Thank you for choosing Mortgage HQ. To ensure we can provide you with the best possible advice and assistance, please bring the following documents to your appointment:

Income Details:
If employed:
  • Recent payslips (last 3 months)
  • Latest tax return or P60
  • Proof of any additional income (e.g., rental income, bonuses, pension etc)
If self-employed:
  • Last 3 years Tax Calculations (SA302s)
  • Last 3 years Tax Year Overviews
  • Last 3 years full accounts (Limited company directors only)

Outgoings:
  • 3 months bank statements showing income and outgoings (all accounts)
  • Details of current debts (credit cards, personal loans, etc.)
  • Monthly expenses (utilities, groceries, transportation, etc.)
  • Details of any loans, credit cards or other committed expenditure.

Identification:
  • A valid photo ID (passport or driving license)
  • Proof of address (recent utility bill or bank statement)

Existing Mortgages:
  • Mortgage statements for any properties you currently own

These do not need to be physical copies, digital/photo versions are fine.
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