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Templates / Mortgage brokers

Every payslip, ID and property detail a broker needs, asked for once.

A mortgage stalls when one payslip or one bank statement is missing. Docsroom asks each borrower once, gives them their own link and chases whoever has not replied.

8 templates80 requestsWritten for mortgage brokers

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Eight templates for mortgage brokers

Open a template to see every request in the order it is asked, and watch it written in and answered.

New customer starter checklistfor new customers · before your mortgage appointment11 requests11 requests
New customer starter checklistEllie Martin · first time buyer9 of 11 back
  • Who you are
  • FormPersonal details8 questionsAssigned to EMEllie Martin, borrowerFrom Daniellein 2 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to EMEllie Martin, borrowerFrom Daniellein 2 daysComplete
  • UploadProof of addresslast three monthsAssigned to EMEllie Martin, borrowerFrom Daniellein 3 days1 file sent
  • Your finances
  • FormIncome and outgoings10 questionsAssigned to EMEllie Martin, borrowerFrom Daniellein 3 daysReady to check
  • QuestionCredit commitmentscards, loans, car financeAssigned to EMEllie Martin, borrowerFrom Daniellein 3 daysComplete
  • QuestionMissed payments or defaultsyes or no, then detailsAssigned to EMEllie Martin, borrowerFrom Daniellein 3 daysAwaiting reply
  • QuestionWhere the deposit is fromsavings, gift or saleAssigned to EMEllie Martin, borrowerFrom Daniellein 4 daysReminder sent
  • Working together
  • ApprovalTerms of businessread and approveAssigned to EMEllie Martin, borrowerFrom Daniellein 4 daysComplete
  • ApprovalFee agreementread and approveAssigned to EMEllie Martin, borrowerFrom Daniellein 4 daysReady to check
  • ApprovalHow we use your dataread and approveAssigned to EMEllie Martin, borrowerFrom Daniellein 5 daysReady to check
  • DecisionBest time to callmorning, day or eveningAssigned to EMEllie Martin, borrowerFrom Daniellein 5 daysComplete
Staff starter checklistfor new advisers · before their first day12 requests12 requests
Staff starter checklistCallum Reid · mortgage adviser9 of 12 back
  • Right to work
  • QuestionRight to work share codenine charactersAssigned to CRCallum Reid, adviserFrom Daniellein 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to CRCallum Reid, adviserFrom Daniellein 3 daysComplete
  • Pay and contract
  • FormBank and tax details6 questionsAssigned to CRCallum Reid, adviserFrom Daniellein 4 daysReady to check
  • UploadP45 from your last jobor tell us if noneAssigned to CRCallum Reid, adviserFrom Daniellein 5 days2 files sent
  • ApprovalEmployment contractread and approveAssigned to CRCallum Reid, adviserFrom Daniellein 5 daysComplete
  • Adviser standing
  • QuestionFCA reference numberon the FCA registerAssigned to CRCallum Reid, adviserFrom Daniellein 4 daysAwaiting reply
  • UploadCeMAP certificateor an equivalentAssigned to CRCallum Reid, adviserFrom Daniellein 7 daysReminder sent
  • TableRegulatory referencesemployer, dates, contactAssigned to CRCallum Reid, adviserFrom Daniellein 7 daysComplete
  • UploadBasic DBS certificateissued in the last yearAssigned to CRCallum Reid, adviserFrom Daniellein 7 days1 file sent
  • ApprovalConsent to a credit checkread and approveAssigned to CRCallum Reid, adviserFrom Daniellein 5 daysReady to check
  • Firm rules
  • ApprovalConfidentiality agreementread and approveAssigned to CRCallum Reid, adviserFrom Daniellein 5 daysComplete
  • ApprovalData protection policyread and approveAssigned to CRCallum Reid, adviserFrom Daniellein 6 daysAwaiting reply
Employed income evidencefor employed borrowers · before we apply9 requests9 requests
Employed income evidenceJason Cole · income evidence7 of 9 back
  • Your pay
  • FormEmployment details6 questionsAssigned to JCJason Cole, borrowerFrom Daniellein 2 daysComplete
  • UploadLast three payslipsphotos are fineAssigned to JCJason Cole, borrowerFrom Daniellein 3 daysComplete
  • UploadLatest P60last tax yearAssigned to JCJason Cole, borrowerFrom Daniellein 3 days1 file sent
  • UploadBonus and overtimepayslips or a letterAssigned to JCJason Cole, borrowerFrom Daniellein 4 days2 files sent
  • UploadNew job offer letterif you started recentlyAssigned to JCJason Cole, borrowerFrom Daniellein 4 daysComplete
  • Your bank
  • UploadBank statementslast three monthsAssigned to JCJason Cole, borrowerFrom Daniellein 3 daysAwaiting reply
  • UploadSavings statementsfor the depositAssigned to JCJason Cole, borrowerFrom Daniellein 4 daysReminder sent
  • Other income
  • TableOther incomesource and amountAssigned to JCJason Cole, borrowerFrom Daniellein 4 daysComplete
  • UploadBenefit award lettersif counted as incomeAssigned to JCJason Cole, borrowerFrom Daniellein 5 days1 file sent
Self employed income evidencefor self employed borrowers · before we apply10 requests10 requests
Self employed income evidenceImran Hussain · income evidence8 of 10 back
  • Your tax
  • UploadSA302 tax calculationslast two or three yearsAssigned to IHImran Hussain, borrowerFrom Daniellein 3 daysComplete
  • UploadTax year overviewsfrom your HMRC accountAssigned to IHImran Hussain, borrowerFrom Daniellein 3 daysComplete
  • UploadCompany accountsif you have a companyAssigned to IHImran Hussain, borrowerFrom Daniellein 4 days1 file sent
  • Your business
  • UploadBusiness bank statementslast six monthsAssigned to IHImran Hussain, borrowerFrom Daniellein 4 days2 files sent
  • FormBusiness details8 questionsAssigned to IHImran Hussain, borrowerFrom Daniellein 3 daysComplete
  • QuestionYour share of the companyif you are a directorAssigned to IHImran Hussain, borrowerFrom Daniellein 3 daysAwaiting reply
  • UploadAccountant’s referencea letter or emailAssigned to IHImran Hussain, borrowerFrom Daniellein 6 daysReminder sent
  • Your own money
  • UploadPersonal bank statementslast three monthsAssigned to IHImran Hussain, borrowerFrom Daniellein 4 daysComplete
  • QuestionMoney taken from the businesssalary and dividendsAssigned to IHImran Hussain, borrowerFrom Daniellein 4 daysReady to check
  • QuestionMoney owed to HMRCany arrears or plansAssigned to IHImran Hussain, borrowerFrom Daniellein 5 daysReady to check
Property and deposit detailsfor home buyers · once you have found a home10 requests10 requests
Property and deposit detailsLaura Chapman · 22 Beech Road8 of 10 back
  • The property
  • FormProperty details8 questionsAssigned to LCLaura Chapman, borrowerFrom Daniellein 2 daysComplete
  • UploadSales particularsfrom the estate agentAssigned to LCLaura Chapman, borrowerFrom Daniellein 2 daysComplete
  • QuestionEstate agent’s detailsname and branchAssigned to LCLaura Chapman, borrowerFrom Daniellein 2 daysReady to check
  • QuestionFreehold or leaseholdand years left on a leaseAssigned to LCLaura Chapman, borrowerFrom Daniellein 3 daysReady to check
  • QuestionA home you are sellingif any, and its statusAssigned to LCLaura Chapman, borrowerFrom Daniellein 3 daysComplete
  • The deposit
  • UploadDeposit statementslast three monthsAssigned to LCLaura Chapman, borrowerFrom Daniellein 4 daysAwaiting reply
  • UploadGifted deposit letterif family are helpingAssigned to LCLaura Chapman, borrowerFrom Daniellein 4 daysReminder sent
  • QuestionAny buying schemeLISA or shared ownershipAssigned to LCLaura Chapman, borrowerFrom Daniellein 4 daysComplete
  • Next steps
  • QuestionYour solicitorname and firmAssigned to LCLaura Chapman, borrowerFrom Daniellein 5 daysReady to check
  • DecisionSurvey you wantvaluation only or a surveyAssigned to LCLaura Chapman, borrowerFrom Daniellein 6 daysReady to check
Decision in principle packfor home buyers · once we have your figures8 requests8 requests
Decision in principle packAdam Peters · decision in principle6 of 8 back
  • Before the search
  • ApprovalConsent to a credit searchread and approveAssigned to APAdam Peters, borrowerFrom Daniellein 2 daysComplete
  • QuestionChanges since we spokejob, debts or savingsAssigned to APAdam Peters, borrowerFrom Daniellein 2 daysComplete
  • The options
  • DecisionHow long to fixtwo, five or ten yearsAssigned to APAdam Peters, borrowerFrom Daniellein 4 daysReady to check
  • DecisionProduct feepay now or add to loanAssigned to APAdam Peters, borrowerFrom Daniellein 4 daysReady to check
  • QuestionQuestions about the optionsanything unclearAssigned to APAdam Peters, borrowerFrom Daniellein 5 daysComplete
  • Your approval
  • ApprovalSuitability reportread and approveAssigned to APAdam Peters, borrowerFrom Daniellein 6 daysAwaiting reply
  • ApprovalMortgage illustrationread and approveAssigned to APAdam Peters, borrowerFrom Daniellein 6 daysReminder sent
  • DecisionGo ahead and applyyes, no or waitAssigned to APAdam Peters, borrowerFrom Daniellein 7 daysComplete
Remortgage review packfor customers with a deal ending · six months before the deal ends11 requests11 requests
Remortgage review packSiobhan Kelly · remortgage9 of 11 back
  • Your current mortgage
  • UploadLatest mortgage statementshows balance and rateAssigned to SKSiobhan Kelly, borrowerFrom Daniellein 3 daysComplete
  • UploadYour lender’s new offerif they have sent oneAssigned to SKSiobhan Kelly, borrowerFrom Daniellein 3 daysComplete
  • QuestionWhen your deal endsdate, or month and yearAssigned to SKSiobhan Kelly, borrowerFrom Daniellein 3 daysReady to check
  • QuestionEarly repayment chargeamount, if anyAssigned to SKSiobhan Kelly, borrowerFrom Daniellein 4 daysReady to check
  • QuestionYears left on the mortgagerepayment or interest onlyAssigned to SKSiobhan Kelly, borrowerFrom Daniellein 4 daysComplete
  • Your home and income
  • QuestionWhat your home is worthyour best estimateAssigned to SKSiobhan Kelly, borrowerFrom Daniellein 5 daysAwaiting reply
  • QuestionChanges to your incomejob or hoursAssigned to SKSiobhan Kelly, borrowerFrom Daniellein 6 daysReminder sent
  • UploadLast three payslipsor last two SA302sAssigned to SKSiobhan Kelly, borrowerFrom Daniellein 6 daysComplete
  • What you want
  • DecisionWhy you are remortgagingrate, more money or bothAssigned to SKSiobhan Kelly, borrowerFrom Daniellein 5 daysReady to check
  • QuestionPlans to move or overpayin the next few yearsAssigned to SKSiobhan Kelly, borrowerFrom Daniellein 5 daysReady to check
  • ApprovalSuitability reportread and approveAssigned to SKSiobhan Kelly, borrowerFrom Daniellein 9 daysComplete
Protection review packfor homeowners and families · after the mortgage offer9 requests9 requests
Protection review packMark Hopkins · protection review7 of 9 back
  • Who depends on you
  • QuestionPeople who depend on youpartner, children, othersAssigned to MHMark Hopkins, customerFrom Daniellein 4 daysComplete
  • QuestionMortgage and debts to coverbalance and years leftAssigned to MHMark Hopkins, customerFrom Daniellein 4 daysComplete
  • QuestionSick pay and death in servicefrom your employerAssigned to MHMark Hopkins, customerFrom Daniellein 5 daysReady to check
  • Cover you have
  • UploadExisting policy scheduleslife, illness, incomeAssigned to MHMark Hopkins, customerFrom Daniellein 5 days2 files sent
  • Health and lifestyle
  • FormHealth and lifestyle10 questionsAssigned to MHMark Hopkins, customerFrom Daniellein 6 daysComplete
  • Your choice
  • DecisionWhich cover to quotelife, illness or incomeAssigned to MHMark Hopkins, customerFrom Daniellein 6 daysAwaiting reply
  • QuestionIncome you need if illeach month, after taxAssigned to MHMark Hopkins, customerFrom Daniellein 6 daysReminder sent
  • QuestionWho should benefittrust or named peopleAssigned to MHMark Hopkins, customerFrom Daniellein 7 daysComplete
  • ApprovalCover recommendationread and approveAssigned to MHMark Hopkins, customerFrom Daniellein 9 daysReady to check

Written for mortgage brokers. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

Paperwork in before the application

Payslips, bank statements and ID arrive in one list for each borrower, so the case is complete before it goes to a lender.

Joint applicants get a link each

A couple applying together each get their own link and answer from their own phone, so nobody waits for the other to find a payslip.

Reminders while the rate is at stake

Docsroom chases whoever has not replied until each one is in, which matters when an offer or a rate is close to running out.

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