Mortgage RWL

The purpose of this template builder is to generate a working report that will be emailed to you. You can then copy & paste onto a letterhead in order to double check and personalise before sending to the client(s).

    Date of report: - -

    Over 75 years old

    Scope of Advice

    Your needs, circumstances and affordability

    Mortgages Preferences

    Requirements, Goals & Objectives

    Mortgage Attitude to Risk

    Credit History

    Review of Existing Mortgage Arrangements

    My recommendation

    Debt Consolidation

    Government Schemes

    Detracting features

    Mortgage Associated Fees

    Broker Associated Fees

    Alternative Options Discounted

    Wills and Lasting Power of Attorney

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