Staff demo
From mortgage offer to client report in a minute
Drop in a lender's mortgage offer. We read it, pick out the figures and every condition, and write the report your client receives, ready to download as a PDF.
Area 1
Remortgage
The client already owns the home and is moving to a new lender or deal.
- Insurance must be in place on completion day
- We pay off the existing lender and send the balance
- Warns about charges from the current lender
Area 2
Purchase
The client is buying the home with this mortgage.
- Insurance must start from exchange of contracts
- Shows the purchase price and asks for the valuation report
- Recommends an independent survey