The paperwork and decisions to sort out before you start viewing seriously, so you can move fast when you find the right place. Edit any item below to suit your situation, then print or save as a PDF.
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Mortgage & finance prep checklist
Best before you start viewing
Printed: 20 Jun 2026
Source: homestocompare.com/printables
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Before you view
Get an Agreement in Principle (AIP) from a lender or broker
Confirm your maximum budget including stamp duty and fees
Check your credit report for errors
Work out your realistic deposit, including any gifted deposit paperwork
Documents to have ready
Proof of ID (passport or driving licence)
Proof of address (recent utility bill or bank statement)
3-6 months of bank statements
3 months of payslips and latest P60 (or accounts if self-employed)
Ongoing costs to budget for
Solicitor / conveyancing fees
Survey costs
Mortgage arrangement and valuation fees
Removals, buildings insurance, and contingency for snags