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What documents do I need to send you?

When you apply for a mortgage your mortgage adviser will ask you to provide different types of documentation. What documentation you need to provide for your mortgage depends on if you are self-employed, a first time buyer or a landlord.

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Your Mortgage Adviser will send you a document request email specific to your mortgage application.

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The standard documents that we normally need from you are:
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  • Signed terms of business (we send these via Signable)
  • Photographic ID and proof of address
  • 3 months of personal bank statements
  • Last 3 months payslip
  • Your credit report, if you have access to it

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If you are self-employed we would typically need:
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  • Signed terms of business (we send these via Signable)
  • Photographic ID and proof of address
  • 3 months of personal bank statements
  • Last filed self-assessed tax return
  • Up to 2 years prior tax returns
  • Your accountant's details

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The above are examples of the documents we may need to process your mortgage application.  We might need additional documents from you if your application is out of the norm.