Resources
Free mortgage preparation resources
Practical checklists and working packs you can use now to organise your own mortgage preparation. No lender matching, eligibility score or adviser recommendation.
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Free checklist
Preparation packs
Working packs for common situations
Printable checklists, trackers and worksheets you complete yourself. Free, with nothing uploaded to us.
Free · About 30 minutes, plus whatever time your employer needs to send documents.
New Job & Probation Mortgage Preparation Pack
A working pack for anyone applying around a job change: what evidence a new role usually needs, how to record the facts of your contract accurately, and how to describe a probation period plainly rather than guessing at it.
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Free · Around 45 minutes, plus time to request anything from your accountant or HMRC.
Self-Employed Mortgage Evidence Preparation Pack
An evidence organiser for sole traders, partners and company directors: what to gather, how to describe your trading structure once and clearly, and how to separate business from personal so nobody has to guess.
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Free · About 40 minutes now, then short updates as records arrive.
Mortgage Decline Recovery Pack
A calm, factual pack for after a decline: record what actually happened while it is fresh, get your own records in order, separate what you can evidence from what you have assumed, and produce a one-page summary for a qualified adviser.
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Free · About 45 minutes once your credit files are in front of you.
Late / Missed Payment Mortgage Preparation Pack
A pack for preparing when your credit history includes late or missed payments: get the facts from your own files, record each item accurately, write short factual explanations, and see what is genuinely within your control.
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Free · About 30 minutes, plus time for the person giving the gift to gather their own records.
Gifted Deposit Evidence Preparation Pack
An evidence pack for a deposit that includes gifted money: what is usually needed from the person giving it, how to record the facts, and how to prepare a clear audit trail from source to completion.
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