Preparation tool
Document checklist builder
Choose the situations that apply to you and build a grouped, organisational list of documents and information you may already hold or may be asked for. Requirements vary, so confirm them with whoever is asking. No documents are uploaded and no financial details are collected.
Document checklist builder
Nothing is uploaded
This preview has no document upload and stores nothing on a server. Your ticks stay in this browser tab.
Related guidance
Optional educational preparation resources. Nothing here is mortgage advice, a lender or product recommendation, an eligibility assessment or a prediction of whether an application would be accepted.
- Mortgage Preparation Starter Checklist
Your answers span more than one area of preparation. This free starter checklist is a simple way to see the usual paperwork and questions in one place before you decide what to tackle next.
- Readiness checker
Eight broad preparation questions. It never says whether you would be eligible, approved or declined.