Practical mortgage preparation guides
Help with specific tasks before a mortgage conversation.
How to prepare for an Agreement in Principle
Organise your figures, ask about credit checks and keep a record of the indication, expiry date and conditions before your next mortgage conversation.
How to get your SA302 and tax year overview
Choose the route used to file your return, keep track of the documents requested and find help if something is missing.
For the wider income-evidence discussion and callback route, see our self-employed mortgage guidance.
How to check your credit reports before a mortgage
Find free report routes, review the details and keep track of possible errors and questions before a mortgage conversation.
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