Client Area

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If you’re an Advantage client, you’ll find a load of useful links, tips and how to’s on this page.

Your adviser has probably asked you for some documents. The documents get you the mortgage, so this part of our assessment is super important. You don’t have to provide any documents to us in to be given a mortgage recommendation but having the documents on file will aid the research your adviser undertakes. We will require documents to support the application when it’s time to apply to the lender, your mortgage adviser will let you know exactly what’s needed and in what format.

After your first appointment you’ll be invited to login to our portal. We use the portal simply because it’s ultra-secure, in fact it’s got military grade encryption… so you know it’s good. You will be notified whenever a document has been added to the portal by us, likewise your adviser will be notified as soon as you add a document to the portal. You also have the option to complete some of the fact find questions within the portal if you wish, we’ll go through the fact find over the phone however we do recommend completing the ‘Budget Planner’ section before your fact find call as it can save a lot of time.

Documents you will need for your mortgage application

How to provide your documents

How to download your bank statements

How to download your multi agency Credit Report

How to use the Client Portal

Your Home may be repossessed if you do not keep up repayments on your mortgage or another debt secured on it

The information contained in this website is subject to UK regulatory regime and is therefore intended for consumers based in the UK.

Our typical fee is £450 and only paid when your offer is produced. This means that if we’re unsuccessful in getting you the mortgage you won’t pay a fee, giving you the confidence you need from a broker.

Advantage Financial Solutions is a trading style of TRM Financial Ltd, an Appointed Representative of The Right Mortgage Ltd, which is authorised and regulated by the Financial Conduct Authority. Registered Office: 70 St. Johns Close, Knowle, Solihull, England, B93 0NH.  Registered in England and Wales no. 09832887.