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Making your mortgage appointments work for you

Booking an appointment with a fully qualified Mortgage and Protection Adviser has never been easier.

You can apply for a mortgage on a video appointment, in a branch or over the phone.

With all our appointments you can speak to a Mortgage and Protection Adviser about:

  • First time buyer mortgages.
  • Home mover mortgages.
  • Remortgaging an existing property.
  • Switching to a new deal.
  • Applying to borrow more.

You can find out more about each of the appointment options below.

Request an appointment

Choose the type of appointment that suits you best and we’ll get in touch to arrange a time.

Or if you’re ready to apply now, you can call us.

Request an appointment

  • In branch

    Why an in branch mortgage appointment could be the right choice for you

    You may prefer to have an appointment in a branch that you use regularly, or where our colleagues are familiar to you.

    If you choose an in branch appointment our team of fully qualified Mortgage and Protection Advisers will be on hand to help you apply for your mortgage in a quiet and private setting.

    To request an in branch appointment all you need to do is fill out the appointment request form:

    • Enter the town or postcode of your preferred location and select the branch where you want your appointment.
    • One of our Mortgage Specialists will be in touch shortly to arrange a time that suits you.

     

    How does an in branch mortgage appointment work?

    1. Getting ready for your appointment

    We’ll contact you to confirm the appointment details.

    Your appointment may last up to 2 hours, and if you need a joint appointment you should both attend your in branch appointment.

    During your appointment you will be asked about the property, and your income and expenses in quite a lot of detail.

    Make sure you have documents like your payslips, tax statements and bank statements to hand. You’ll be given a full list of what you need when we’ve understood your situation.

    2. Go at your own pace

    Your Mortgage and Protection Adviser will guide you step by step through your mortgage application and will answer any questions you have.

    You’ll be able to review your documents with your Mortgage and Protection Adviser in branch.

    You can work through the application at a pace that suits you best and take a break if you would like to review your Mortgage Illustration.

    3. What happens next

    Once your appointment is over, you can take your Mortgage Illustration home with you and your Mortgage and Protection Adviser will be in touch to progress your application.

    Request an appointment

    Choose the type of appointment that suits you best and we’ll get in touch to arrange a time.

    Or if you’re ready to apply now, you can call us.

    Request an appointment Request an appointment

  • Mortgage phone call appointment

    Why a mortgage phone call appointment could be the right choice for you

    • Get everything done in one call – Phone call appointments are a quick way to apply with one of our Mortgage and Protection Advisers.
    • You can ring up and request an appointment and arrange a time that works for you. Or if a Mortgage and Protection Adviser is available, you may be able to start your application straight away. Subject to availability and must be within opening hours.
    • Upload your documents to us straight from your computer or smart phone.
    • You’ll get as much expert service as you would in branch or by video.

    When you're ready to apply, call us to speak to one of our Mortgage and Protection Advisers. 

    Outside our opening hours, you can request an appointment and we’ll call you back to arrange the details.


    How does a mortgage phone call appointment work?

    1. Getting ready for your appointment

    When you’re ready to apply, call us within our opening hours to speak to a Mortgage and Protection Adviser. Outside working hours, you can request an appointment.

    If you have requested an appointment, we’ll call you back to arrange the details and let you know what to prepare.

    2. Go at your own pace

    You can work through the application at a pace that suits you best.

    Your Mortgage and Protection Adviser will guide you through your mortgage application step by step and answer any questions you may have.

    We'll email a copy of your mortgage documents, and there will be a break to let you review these before you complete your application.

    3. What happens next

    Your Mortgage and Protection Adviser will call you back when you’ve had time to review our offer.

    Usually, you'll be able to upload your documents to us after your interview. You can also post your documents to us or bring them into your local branch.

    What’s the best way to prepare?

    • Find somewhere private and comfortable where you’ll be happy talking about your finances.
    • You’ll be asked about the property, and your income and expenses in a lot of detail. Make sure to have documents like your payslips, tax statements and bank statements to hand.
    • If you’re having a joint appointment, you’ll need details for all applicants. We’ll send copies of the documents to all applicants after the appointment.
    • You’ll be given a full list of what you need when we’ve understood your situation.

    Request an appointment

    Choose the type of appointment that suits you best and we’ll get in touch to arrange a time.

    Or if you’re ready to apply now, you can call us.

    Request an appointment Request an appointment

Mortgages video appointment

Why a mortgage video appointment could be right choice for you

  • Get everything done in one call - Video call is a quick way to apply with one of our Mortgage and Protection Advisers.
  • We are available 8am-8pm Monday to Friday, and 9am-4pm on Saturdays.
  • View and share documents on screen - Your Mortgage and Protection Adviser will talk you through everything you need to know.
  • You don’t have to be on camera - Don’t worry, you’ll be able to see us, but we don’t need to see you.
  • Join the call from multiple locations - If there’s more than one person applying, you can join the call from different locations.

Request a video call appointment and we’ll get in touch to arrange a time that works for you.

How does a mortgage video appointment work?

1. Getting ready for your appointment

We’ll contact you to confirm the appointment details and let you know how to prepare for the meeting.

When the time comes to start your meeting, your Mortgage and Protection Adviser will call you on your phone to guide you through the set up.

All you need is a quiet space, a computer or tablet with a video camera, and a broadband connection.

Using your mobile network may reduce the quality of the service, and your network provider may charge you for the data used.

2. Go at your own pace

During your appointment your Mortgage and Protection Adviser will ask you about the property, your income and expenses.

You’ll be able to review your documents on screen with your Mortgage and Protection Adviser.

You can work through the application at a pace that suits you best and take a break if you would like to review your Mortgage Illustration.

Usually, you can upload your documents to us straight from your computer, or by taking a photo of them on your smart phone.

3. What happens next

You’ll be emailed a copy of your paperwork as soon as your appointment is over.

What’s the best way to prepare?

  • Find somewhere private and comfortable where you’ll be happy talking about your finances.
  • You’ll be asked about the property, and your income and expenses in a lot of detail. Make sure you have documents like your payslips, tax statements and bank statements to hand.
  • If you’re having a joint appointment, you’ll need details for all applicants. We’ll send copies of the documents to all applicants after the appointment.

If you’re having a video call appointment:

  • You can use a laptop, desktop computer or tablet (with screens larger than 7 inches) for your appointment. Make sure webcam, speakers and microphone are enabled.
  • If you’re using your tablet, you’ll need to navigate to your app store and install the Cisco WebEx Meetings app before you can join a video meeting appointment.
  • This service works on most up to date computers and tablets. You’ll see a message on screen during installation if your internet browser or operating system isn’t compatible. Sometimes this is easily resolved by updating to the latest version.

Request an appointment

Choose the type of appointment that suits you best and we’ll get in touch to arrange a time.

Or if you’re ready to apply now, you can call us.

Request an appointment

Calls and online sessions may be monitored and recorded. Not all Telephone Banking services are available 24 hours a day, seven days a week.