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What Documents We’ll Need from You to Complete Your Mortgage Capacity Report

Generally, the documentation required to complete your mortgage capacity report is minimal. After our initial phone call, we may ask for the following documents:


  • Employed: Latest 3 months' payslips
  • Self-employed: Latest 2 years' SA302s or Tax Year Overviews
  • Identification: A valid form of identification (such as a passport or driving licence)


These documents allow us to assess your financial situation accurately and create a comprehensive mortgage capacity report tailored to your needs.


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