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

Select your email:

Security code:

Type in the security code above