TLDR: To add your mortgage as a source of funds, select "Mortgage" and provide details like loan amount, lender name, and co-purchaser status. Then, upload evidence such as a photo or PDF of your mortgage agreement or mortgage in principle by selecting "+ Add Document" and choosing the document type. Save the upload to complete the process. Guidance is available if you lack evidence at this stage.
Adding your mortgage
In the Sources part of the Source of Funds task, you will see a list of sources that you can select. You can add as many sources as you need. Continue to add sources until your full property price is accounted for. Add your sources one at a time.
If you are using a Mortgage, first select Mortgage from the list.
You will then be asked to share further details about your mortgage including the amount on the loan, or the agreement in principle, the name of your lender, and whether there is a co-purchaser on the mortgage.
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Sharing Evidence of your Mortgage
After sharing details about your mortgage, you will be asked to share evidence. This step requires either a picture or PDF of your mortgage agreement or mortgage in principle. Select ‘+ Add Document’ then tap on the drop down list for document type and select the document type you are going to share.
Select ‘+ Add Mortgage agreement’ where you will be prompted to share either a photo or PDF file. Once uploaded, you can select ‘Save’ to finish this part of the task.
If you do not have evidence you are able to share at this stage, read here for further guidance.