This information provides an overview of the remortgage process.

  • With the help of your mortgage adviser, work out how much you need to repay your existing mortgage, including and penalty fees and exit charges. Also consider if you require any additional borrowing.
  • 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.
  • 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.
  • In many cases the new lender will arrange for the legal work to be taken care of. If this is not the case, you should now instruct a solicitor or licensed conveyancer to act on your behalf.
  • The mortgage lender will arrange a survey or valuation of your property.
  • Once the lender is satisfied with your application and the valuation they will issue a formal mortgage offer.
  • Now is a great opportunity to review your life assurance, home insurance and any other necessary insurances.
  • The legal work will be completed and the solicitor will request a final repayment amount from your existing lender.
  • The solicitor will confirm a completion date and will request the funds from the new lender for this date.
  • The final stage is completion; your old mortgage will be repaid and you will now be reponsible for a new mortgage. You must ensure that all the relevant insurances are now in place.
 

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