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GET READY

Everything you need to gather before you apply

Choose one or more checklists, by type of mortgage. We send each one as a PDF, so you arrive at the first conversation with everything ready.

  • Sent by email
  • No commitment
  • Instant PDF
HOW IT WORKS

Three steps to have the checklist in hand.

We confirm your email so the PDF reaches the right person.

  1. 01

    Choose your checklists

    Pick one or more types of mortgage. You get one checklist for each.

  2. 02

    Confirm your email

    Enter your email and confirm it with a 6-digit code. It takes under a minute.

  3. 03

    Get the PDF

    A formatted PDF with the list of documents, where to get each one and what to check before you go ahead.

THE CHECKLISTS

Choose your checklists

One list per type of mortgage. You can request several at once.

  • Young buyers' mortgage

    State-backed scheme

    Documents for the State-backed scheme. Includes the eligibility conditions, the IMT relief and the deadlines that drive the process.

  • Buying a home with a mortgage

    Documents for a main home, a second home or a buy-to-let. From application to completion day.

  • Buying land and building

    Documents to buy a plot and build your home. Includes the sums to do first, the design, the works and stage payments.

  • Remortgaging to another bank

    Documents to move your mortgage to a new lender. Includes your current mortgage, the property and how the process runs.

  • Buying a home in Portugal

    For buyers living abroad. Includes what changes in lending terms, the NIF, a bank account in Portugal, tax representative and translations.

Choose one or more in the next step.

WHY DOWNLOAD

What you gain by starting with the checklist.

Not the bank’s list

The checklist is ours, not a bank’s. It covers what the banks will ask for, but it is put together from your side.

Specific to your case

There are five separate checklists because the documents for a young buyers' mortgage are not the same as for a self-build or a buyer living abroad.

No commitment, no chasing

Download the PDF and that is it. If you want to talk to us afterwards, that is entirely up to you.

GOT EVERYTHING READY?

Go straight to the calculator.

If you already have your documents together, you can run the affordability check now.

Work out the repayment

See what you would pay each month at today’s Euribor. No commitment.

Calculate repayment

See whether it is affordable

Add up your income and commitments and check your affordability ratio.

Check affordability

Start your application

Already decided? We handle your application with you, from start to finish.

Start your application
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