Individuals & brokers
Mortgage Support Services
Whether you are preparing a mortgage application or you are a broker who needs the file built, Finsolo handles the administration so the regulated conversation can start with a complete pack.
From £75
Fact-find population. Case packaging from £150.
For individuals
- Document preparation and organisation
- Income and expenditure collation
- Application readiness checks
- The mortgage process explained in plain steps
- Support gathering the evidence a broker or lender will ask for
For mortgage brokers
- Document collection and checklisting
- Fact-find assistance
- Research collation from public criteria
- Case packaging
- Report templates and suitability-report shells
- Admin support through the application
Who this is for
Homebuyers and remortgage clients who want the paperwork ready, and mortgage brokers who want case administration handled without handing over the advice.
Finsolo provides financial coaching, administration and educational services only. We do not give regulated financial advice, investment advice, mortgage advice or equity-release advice. For any regulated financial decision, speak to an FCA-authorised adviser.
