Preparation tool
Document checklist builder
Choose the situations that apply to you and build a grouped, organisational list of documents and information you may already hold or may be asked for. Requirements vary, so confirm them with whoever is asking. No documents are uploaded and no financial details are collected.
Document checklist builder
Nothing is uploaded
This preview has no document upload and stores nothing on a server. Your ticks stay in this browser tab.
Related guidance
Optional educational preparation resources. Nothing here is mortgage advice, a lender or product recommendation, an eligibility assessment or a prediction of whether an application would be accepted.
- Mortgage Preparation Starter Checklist — free
A one-page starting point for the paperwork most people are asked for.
- Readiness checker
Eight broad preparation questions. It never says whether you would be eligible, approved or declined.
- All-Access Preparation Bundle — £19.99
A preparation resource, not mortgage advice or a lender recommendation. Purchases are not switched on yet.