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What to expect from your first meeting with your mortgage broker

The first meeting with a mortgage broker is an opportunity to really get cracking on making your dreams reality. He or she has the expertise to help you do this, but you will need to pitch in as well. It’s important to do your homework before that first meeting.

You’ll need to know the questions you want to ask and have a clear picture of what your goals and objectives are.

Your mortgage broker will also expect you to have your documentation prepared as much as you can. This includes having two pay slips ready or, if you’re self-employed, having two tax returns on hand.

You will also need evidence of any other income and assets such as shares, dividend income and other investments. Going to your first meeting with all the information prepared, will make it much easier for you.

You should expect your finance broker to ask a range of questions about your current and future lifestyle and financial situation, so they can take into account factors such as whether you are planning to start a family.

Working with a mortgage broker gives you access to literally hundreds of different financial products from scores of different financial institutions. This differs from approaching a bank, which will only be able to make recommendations about its own financial products.


Now that you know what to expect from a meeting with a Resolve Finance broker, get in touch to find out how we can find a loan best suited to your needs.

Homebuyers, Latest News