We Are Mortgages

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Fact Find

WAMs USPs

Advisers not Brokers
Whole of market
AIP Plus
Accuracy Vs Speed
Property Negotiation
Independent
Case Owners/Service
Speedy Mortgage Offer
Trustpilot and Website
Protection Advice
Membership
Your name*
Name
General – Situation, timescales, if buying: ideal property/purchase price/deposit
Activity - Viewed recently, viewings booked in, offer accepted
Mortgage - Who have you seen, AIP, fees, options explored
End with - What are the main things you want to get from out chat?
Age, DOB, retirement age, nationality, visa status, FTB, dependants, childcare fees/maintenance paid, travel costs
Age, DOB, retirement age, nationality, visa status, FTB, dependants, childcare fees/maintenance paid, travel costs
Employed, self-employed, length of employment, basic, guaranteed allowances, overtime, comm, bonus, other income such as child benefit, pension etc
Employed, self-employed, length of employment, basic, guaranteed allowances, overtime, comm, bonus, other income such as child benefit, pension etc
Pension, Student loan, Season ticket loan, anything else
Pension, Student loan, Season ticket loan, anything else
Type - Bank loans, credit cards, HP agreements, any other substantial costs
Info - Balance remaining, monthly repayments, to be repaid or not
Type - Bank loans, credit cards, HP agreements, any other substantial costs
Info - Balance remaining, monthly repayments, to be repaid or not
Info – Lender, amount outstanding, property value, monthly repayment, rate, rate expiry date, early repayment change, help to buy
BTL – Mtg payment, rental income, mtg balance, property value
Mortgage - Purchase price, loan amount, deposit source, term, product type, product term
Property - House, flat, anything obscure, leasehold details
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