As your clients' portfolios grow, our personalised Portfolio Review helps you identify future borrowing opportunities and support conversations about their next steps.
After you submit an application with The Mortgage Works, we'll send you a personalised Portfolio Review. It helps you and your client see if they may be able to borrow more against their portfolio and makes future applications easier.
Important:
Portfolio Review does not guarantee lending. You will still need to update the Property Schedule and submit an application as usual.Tip:
If your client doesn't have a personalised Portfolio Review, you can download a blank Portfolio Review template. Complete the Property Schedule tab within it and the Portfolio Review will automatically update with an indication of what we may be able to offer in the future. This is for guidance only and doesn't guarantee lending. You'll still need to submit an application and meet our lending criteria.Before you apply for your client's next mortgage with us, you'll need to update the Property Schedule we have shared with you, which will include the Portfolio Review. It's important you submit the updated version to ensure we have the most accurate information, and therefore a smoother application to offer.
Search our range of products including HMO, large portfolio and Limited Company.
Check our essential criteria and guidance for keying and submitting portfolio applications.
Have a question about what the Portfolio Review is telling you, or want to talk through different scenarios? Our BDMs are here to help.
