This information provides an overview of the home buying and mortgage process.

  • With the help of your mortgage adviser, work out how much you can afford and what deposit you have.
  • Your adviser will undertake research and recommend a lender who is best suited to meet your needs.
  • Your adviser can then obtain an "Agreement in Principle" (AIP) from the lender. An AIP indicates that a lender will provide you with the mortgage you require subject to a satisfactory property valuation and confirmation of your income and credit hsitory.
  • You can make an offer for the property you would like to buy.
  • Discuss with your adviser and confirm the type of mortgage you would like, the rate type, term and repayment method.
  • Your adviser will help you to complete your mortgage application and will submit the application to the lender.
  • Instruct a solicitor or licensed conveyancer to act on your behalf.
  • The mortgage lender will arrange a survey or valuation of the property, this is for the lender's benefit - if you have any concerns relating to the property you should instruct your own survey.
  • Once the lender is satisfied with your application and the valuation they will issue a formal mortgage offer.
  • Your solicitor will complete all of the necessary checks on the property and will arrange a date to exchange contracts.
  • You should now arrange your life assurance, home insurance and any required additional insurances - your adviser can help you with all of your insurance needs.
  • Exchange contracts with the person selling the property to you. At this point you should ensure that all of the necessary insurances are in place - you are now legally obliged to purchase the property.
  • The final stage is completion - you can collect the keys to your new home.
 

Click here for further information and for details of how we are paid for our residential mortgage services.