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