How to Prepare for Your Mortgage Capacity Report Consultation

To make the most of your discovery call, we recommend setting aside at least 30 minutes. This will give us the time needed to fully understand your unique situation and requirements.

Every capacity report is personal, and we want to ensure we capture the full financial picture of your story. While we have convenient processes in place to upload most of the necessary information beforehand, we know that some details are better discussed in person.

We’re here to support you every step of the way and look forward to having a thoughtful and meaningful conversation about your goals and options.