Client Area

If you’re an Advantage client, you’ll find a load of useful links, tips and how to’s on this page.

Your adviser has probably asked you for some documents. The documents get you the mortgage, so this part of our assessment is super important. You don’t have to provide any documents to us in to be given a mortgage recommendation but having the documents on file will aid the research your adviser undertakes. We will require documents to support the application when it’s time to apply to the lender, your mortgage adviser will let you know exactly what’s needed and in what format.

After your first appointment you’ll be invited to login to our portal. We use the portal simply because it’s ultra-secure, in fact it’s got military grade encryption… so you know it’s good. You will be notified whenever a document has been added to the portal by us, likewise your adviser will be notified as soon as you add a document to the portal. You also have the option to complete some of the fact find questions within the portal if you wish, we’ll go through the fact find over the phone however we do recommend completing the ‘Budget Planner’ section before your fact find call as it can save a lot of time.

What documents should I have ready for the mortgage application?

How to provide your documents

How to download your Bank Statements

How to download your multi agency Credit Report

How to download your Tax Calculations & Overviews

How to use the Client Portal

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