Preparing for your consultation with your mortgage adviser involves several key steps to ensure we can assess your situation accurately and efficiently. Please follow these instructions closely and send everything to your adviser before your appointment. This guide will walk you through each step and how to complete it.
Click here to access the documents that provide you with the information you need to know about the service we provide.
Your adviser will need access to your credit report. If you do not already subscribe to a provider, we recommend using “Check My File” to obtain your credit report, as it provides comprehensive data from all credit reference agencies.
Please ensure you provide three months bank statements that detail all household income and expenditure.
Provide a copy of one of the following documents to verify your identity:
Different types of income require different supporting documents. Use the following guidance based on your income source:
Alternatively, we can liaise directly with your accountant if more convenient.
How to register for the MyAdvice Hub client portal.
By following these steps, your adviser will be well-informed of your circumstances prior to your consultation, allowing them to provide you with the best advice and service possible
Please ensure you confirm to your adviser when the required information has been sent to them.
We look forward to assisting you with your mortgage needs
If you have any questions or need assistance with any of the steps, please contact your adviser or case manager before your appointment. We’re here to help ensure everything is in order for your consultation.
Click here to download Microsoft Teams for your video link appointment.
Status Mortgage Services is a trading style of Status Financial Services Limited
(Company number 08983516) which is an appointed representative of the Openwork Partnership, a trading style of Openwork Limited which his authorised and regulated by the Financial Conduct Authority.
Status Mortgage Services is registered in England & Wales no. 08983516. Registered Office at 12, Schooner Walk, Upnor, Rochester, Kent, ME2 4GZ .
The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers in the UK.
Copyright © 2022 Status Mortgage Services
Approved by The Openwork Partnership on 30/01/2024
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