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Broker Dashboard

Mortgage document portal

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Client name

Client email

Internal notes (optional)

Documents to request

Bank statements

Bank Statements 3 months

Payslips

Payslips 3 months

Credit cards

Credit Card Statements 3 months, if applicable

Self-employed

SA302 Tax Calculations 2 years Tax Year Overviews 2 years

Bonus

Evidence of Bonus 2 years, if applicable

ID & other

Passport or Photo ID Proof of Deposit if purchase Buildings Insurance Certificate

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