Call us
01242 697821

Blogs

Keep up to date with the latest news and our guides on all things mortgages. 

Handy tips for First-Time Buyers giving their bank account a clean-up for their application

Heading into autumn with a new lease of life? Still dreaming of buying a home - maybe it’s time to make that dream a reality?

Tidying up your bank accounts after a summer of ice cream expenditure and those often pricey staycations may be a good way to start.
Your bank statements are a crucial part of evidencing your financial stability to be able to take on a mortgage, and they say a picture paints 1000 words, but what words is your bank statement saying about you and your mortgage suitability? Here are some handy tips to help ensure your bank statements look squeaky clean before you apply for a mortgage. 

Inside Jokes

Transferring money between ourselves and friends and family is normal, maybe you’re splitting the dinner bill, or sharing the costs of a holiday? But ensuring the reference added to the bank transfer isn’t going to make you blush when you meet with your mortgage adviser is crucial. Noting the genuine reason for the transfer could help prevent questions later-on.

Cash gifting

If you’re looking to secure your first mortgage, you want to demonstrate your financial stability and having sums coming out of your account giving you less money in your account, could affect affordability calculations. Trying to avoid unexpected costs such as new furniture or appliances until you’ve secured your mortgage could also help demonstrate your financial viability.

Frequent flutters

Many of us enjoy taking a chance on the National Lottery once in a while, or picking up a scratch card occasionally, but frequent gambling transactions that amount to large totals, could alert lenders when considering your affordability. Small amounts here and there are unlikely to have an impact- so here’s hoping for that rollover win still.

New job

Firstly, new jobs are certainly worth celebrating but a change in your salary may make a lender question how reliable you are for a repayment. Even if your new income is higher than a previous job, lenders may need reassurance that you can afford to make your repayments and long-term employment is one of the best reassurances. IF you have changed jobs, it may be worthwhile asking your new employer to provide a letter ensuring your ongoing salary expectations with the job, to allay any reserves your lender may have.

Deposit paper trail

Many first-time buyers are gifted some or all of their deposits but its vital to keep a record of its journey out of bank accounts and into other accounts. Many applications have been delayed when they’ve been subjected to fraud investigations, as moving cash can often indicate money laundering, lenders and financial services professionals are obligated to look out for these actions and investigate if necessary- a thorough paper trail will help avoid this necessity.

Did you know we offer free advice for First-Time Buyers?
Taking the first steps on the property ladder can be very expensive so we won't charge our first-time buyer customers a broker fee on top of all the costs they face when buying their first home.

ARRANGE A CHAT

Your home or property may be repossessed if you do not keep up repayments on your mortgage or any other debts secured on it. A fee may be charged for mortgage advice. The exact amount will depend on your circumstances.

 

Related

Don’t forget your Income Protection

Don’t forget your Income Protection

For ultimate peace of mind in an emergency, don’t forget Income Protection Insurance when buying a ...

Read More >
Is it time to remortgage?

Is it time to remortgage?

Barclays* recently announced an analysis of the mortgage market, predicting significant changes bet...

Read More >
Use Equity Release to get your house ready for winter

Use Equity Release to get your house ready for winter

With winter approaching, are you asking whether your home needs a toasty update? If you are over 55,...

Read More >
Top five insurance policies to take out

Top five insurance policies to take out

Part of our ‘stay safe and stay smart’ campaign naturally includes insurance. With the cost of liv...

Read More >
Our most frequently asked questions on Equity Release

Our most frequently asked questions on Equity Release

Over recent years, Equity Release has become an extremely popular way of boosting and supplementing ...

Read More >
Have you heard of the 99% mortgage?

Have you heard of the 99% mortgage?

As you might have guessed from the name, a 99% mortgage allows you to take out a mortgage with only ...

Read More >

What our clients say...


Fairview Financial Ltd is an appointed representative of The Right Mortgage Limited, which is authorised and regulated by the Financial Conduct Authority. Fairview Financial Ltd is registered in England and Wales no: 10912424. Registered office: 107 Promenade, Cheltenham, GL50 1NW.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

@ 2020 by Fairview Financial

Our Fees        

A fee may be charged for mortgage advice. The exact amount will depend on your circumstances.

Our standard fee for mortgages is £395 and this is paid when the mortgage is offered. We charge a fee of £295 First-Time Buyers. Other fees may apply depending on the complexity of the work involved or loan amount. The maximum fee we can charge is £795.

Our standard fee for Equity Release is £895 and this is paid on completion.

We also receive a commission from the lender that will vary depending on the lender, product or other permissible factors. The nature of any commission model will be confirmed to you before you proceed. If we receive a commission, this will not affect the cost payable by you.

THINK CAREFULLY ABOUT SECURING OTHER DEBTS AGAINST YOUR HOME.

YOUR HOME OR PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE OR ANY OTHER DEBTS SECURED ON IT.

BUY TO LET MORTGAGES ARE NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.

EQUITY RELEASE: THIS IS A LIFETIME MORTGAGE. TO UNDERSTAND THE FEATURES AND RISKS, PLEASE ASK FOR A PERSONALISED ILLUSTRATION. CHECK THAT THIS MORTGAGE WILL MEET YOUR NEEDS IF YOU WANT TO MOVE OR SELL YOUR HOME OR YOU WANT YOUR FAMILY TO INHERIT IT. IF YOU ARE IN ANY DOUBT, SEEK INDEPENDENT ADVICE.


  • Back to top