Mortgage Summary Report
Build a clear, shareable summary of your mortgage situation. Your progress is saved automatically.
7 quick steps
Enter your details once. We save automatically so you can come back any time.
Print-ready PDF
Get a clean, professional document with your figures, affordability check and stamp duty.
Private by default
We don't run a credit check. Your data is deleted after 7 days.
What's included in your report
Your finished PDF runs to 7 pages and includes:
- At-a-glance summary — gross income, monthly payment, deposit, LTV.
- Income breakdown by applicant and source (salary, bonus, dividends, rental, etc.).
- Outgoings breakdown by category with debt-to-income ratio.
- Property details with stamp duty calculation.
- Mortgage scenario with stress test (+2% rate rise) and total interest.
- Cost-over-time chart showing cumulative payments and outstanding balance.
- Credit history disclosures (self-declared — no credit check is performed).
This report is not a Mortgage Capacity Report, KFI, or ESIS. It's a fact-find pack you can share with a regulated mortgage broker as a starting point for advice.