Resources
Preparation workbooks & resources
Printable PDF workbooks and planners for getting your paperwork, figures and questions in order before you speak to a qualified adviser.
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Individual workbooks
£7.99 · draft
First-Time Buyer Preparation Planner
A structured planner for a first application: paperwork, your own figures, and the questions to take to a qualified adviser.
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£7.99 · draft
Self-Employed Mortgage Preparation Organiser
An organiser for self-employed income evidence: tax records, accounts, trading structure and the things you may be asked to explain.
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£7.99 · draft
90-Day Mortgage Readiness Planner
A week-by-week preparation planner counting back from a target month you choose yourself.
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£7.99 · draft
After a Declined Mortgage Application Workbook
A workbook for recording what happened, getting your own records in order, and preparing questions after a decline.
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