Tools

Mortgage Repayment Calculator

Calculate mortgage payments, allows for overpayments. Great for working out outstanding mortgage balances.

Estate Agent Code of Conduct

Need to remind the selling Agent that conditional offers aren't allowed.

Shared Ownership Assessment
Initial eligibility & sustainability assessment from Homes England

Mortgage Fact Find

Capture client details with this fillable PDF

** Being updated **

Lender Credit Search Information

Shows whether a lender does a hard or soft credit search, and which agencies they use.

** Being updated **

Change Rate Process

By lender, how to change a product once submitted/offered.

Thanks to Hayley Skinner & Becky Simpson for sharing.

** Being updated **

BMI Guide

Allows you to quickly see a clients BMI from height/weight.

Protection Fact Find

Capture client health & lifestyle information