Templates / Buying or remortgaging
Buying or remortgaging
A broker sends it to the people buying or remortgaging, or a couple use it between themselves before the broker asks. Assign each section to whoever holds the papers: one buyer, both, or the parent helping with the deposit.
12 requests in 4 sectionsBrokers and buyersBuild it in minutes
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The pack
Every request, in the order it is asked
Sent once, one link for each person, and here it is coming back. Show the rest to watch each request written in and answered.
Mortgage applicationJo and Dan Price9 of 12 back
- Identity
- UploadPhoto IDAssigned to JPJo PriceFrom ChristomorrowComplete
- UploadProof of addressAssigned to JPJo PriceFrom Chrisin 3 daysComplete
- Money
- UploadBank statementsAssigned to JPJo PriceFrom Chrisin 5 days1 file sent
- QuestionThe depositAssigned to JPJo PriceFrom Chrisin 7 daysReady to check
- UploadGifted depositAssigned to JPJo PriceFrom Chrisin 9 daysComplete
- QuestionLoans and cardsAssigned to JPJo PriceFrom Chrisin 11 daysAwaiting reply
- Income
- UploadPayslipsAssigned to DPDan PriceFrom Chrisin 13 daysReminder sent
- UploadProof of incomeAssigned to DPDan PriceFrom Chrisin 2 daysComplete
- QuestionAny other incomeAssigned to DPDan PriceFrom Chrisin 4 daysReady to check
- Property
- QuestionAddress and priceAssigned to JPJo PriceFrom Chrisin 6 daysReady to check
- UploadMemorandum of saleAssigned to JPJo PriceFrom Chrisin 8 daysComplete
- DecisionFix the rateAssigned to JPJo PriceFrom Chrisin 10 daysAwaiting reply
An illustration of the pack being answered. The names are made up; in Docsroom you change anything before it goes.
Gather the mortgage papers from one link.
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