Get your mortgage advisor up to speed — before you even meet.
Create your account, then answer simple questions about you, your job, and the property you want. Talk to Susan in a spoken fact-find, or type quietly in chat — we'll hand a clean summary to your advisor.
To get started we only need your name, email address, telephone number and a password to set up your account.
Susan can speak each question aloud — or chat by text.
Choose how you'd like to get started
Talk or type with Susan after you create your account — or book an appointment first.
Verbal interview
Create your account, then talk through your details with Susan in a spoken fact-find.
Get started →
Text interview
Create your account, then answer the same questions in a quiet typed chat.
Create account →
Book an appointment
Pick a time with your advisor first — appointment-first signup with our diary.
Book appointment →