Mortgage Advice Process Documents


  • Mortgage Factfind Template – Word Document
  • Buy to Let Factfind Template – Word Document
  • Mortgage Suitability Letter – Word Document
  • Consumer Buy to Let Suitability Letter – Word Document
  • Business Buy to Let Suitability Letter – Word Document
  • Execution Only Letter Template – Word Document
  • Execution Only Letter Template – HNW or Business Customer – Word Document
  • Product Transfer – Execution Only Letter – Word Document
  • Rejected Advice Letter – Word Document
  • Introducer Letter to Customer – Word Document

This bundle is designed to help Brokers obtain facts about their customer to satisfy the ‘know your customer’ rules.  There is also a selection of template letters that Advisers can use depending on the type of mortgage recommended.  Our letters have been designed with simplicity in mind so that under each section you can simply select the relevant paragraph and delete the rest.  We always emphasis that a letter should say why you have recommended the mortgage, rate, term, etc.  Therefore, our letters adopt this style.

Please note, Suitability Letters should be made personal, however our letters should assist you get started.

FORMAT: All documents are downloadable via email upon receipt of payment.