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How can I prepare for my loan?

To reduce any delays on obtaining your finance and to get yourself ahead of the game, it’s worth having these documents easily accessible, for example, in a folder on Google Drive or Dropbox:


  • Your CV

  • Property Portfolio

  • Photographic ID

  • Proof of Address

  • 3 Months of Bank Statements

  • SALIE, Statements of Assets, Liabilities, Income, Expenditure

  • Copy of Planning

  • Build Schedule and Breakdown of Costs

Having these items to hand will make for a much smoother process when speaking to your broker


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Written by Alison Dalton, Case Manager





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