Mortgage Application
Oscar & Sarah Townsend
Create Fact Find
Create Suitability Statement
Create Lender Declaration
Create Shared Folder
Shared Folders
Approval in Principal
Expires on
23 Dec 2026
Status
Shared With Client
Client Actions
1 of 2 Signed
Attachments
Submission Documents
Expires on
23 Dec 2026
Status
Shared With Client
Client Actions
2 of 4 Signed
Attachments
Case Specifics
Expires on
23 Dec 2026
Status
Shared With Client
Client Actions
4 of 4 Viewed
Attachments
Suitability Statements
Suitability Statement
Expires on
23 Dec 2026
Status
Shared With Client
Client Actions
1 of 2 Signed
Attachments
Shared Lender Declarations
Bank of Ireland Declaration
Applicant 1
Signed
Applicant 2
Signed
Issue this lender’s required declarations to the client for review and confirmation. Once completed, responses are recorded against the application.
Fact Finds
Fact Find
Expires on
23 Dec 2026
Status
Shared With Client
Client Actions
1 of 2 Signed
Attachments
Create a Suitability Statement
Applicant 1 Details
Date of Birth
First Name
Last Name
Middle Name
Email Address
Phone Number
Applicant 2 Details
Date of Birth
First Name
Last Name
Middle Name
Email Address
Phone Number