Mortgage video appointment guide

Did you know? You can book an appointment with one of our friendly mortgage advisers from the comfort of your own sofa.

The service uses video technology on computer, phone, or tablet, to connect you to one of our mortgage advisers. They'll then guide you through your mortgage application.

Why choose a mortgage video appointment?

You can arrange a mortgage appointment from wherever is convenient for you. Why travel for an appointment when our advisers can come to you?

All you need is a internet connection, a device that supports video calls, and somewhere you can have a private, quiet discussion for up to an hour.

How can a mortgage video appointment help me?

• Our mortgage video appointment service is secure and easy to use.

• It offers you the convenience of speaking to one of our qualified advisers face to face, from wherever suits you best.

How does the mortgage video appointment work?

• You can book an appointment at a time time to suit you. We'll confirm the appointment details and explain how to prepare for the meeting.

• When the time comes to start your meeting, all you need to do is click on the link in the email you'll receive before the meeting.

• During your appointment you’ll be able to see and hear your adviser at all times.

• You’ll be sent a copy of any paperwork discussed by email when your appointment is finished.

What’s the best way to prepare?

• The most important thing is to find somewhere private and comfortable where you’ll be happy talking about your finances without distraction.

• You’ll be asked about your requirements, your income and outgoings in detail, so its advisable to have documents like your pay slips, tax statements and bank statements handy.

• If you're going to be using a tablet or phone, you'll need to be able to receive emails and have access to Wi-Fi (instead of using mobile data) for the best connection.  

What devices can I use for a mortgage video appointment?

• Laptop or deskptop computer.

• Smartphone or tablet.

• The above devices must be connected by broadband and be enabled with camera, speakers, and microphone.

Points to remember:

• Your mortgage adviser will guide you step-by-step through your mortgage application and answer any questions you  have.

• The appointment can take up to an hour. You’ll be getting the same level of expert service as you would in branch, or over the phone.

• All you need is a quiet space, a computer or tablet with a video camera, and a broadband connection. 

• Using mobile data may reduce the quality of the service, and your mobile data provider may charge you for the data use.

To book a mortgage appointment to take take place via video, in branch, or over the phone, click here.