Free checklists and templates
Eight free, printable UK checklists and templates covering the practical side of buying, moving and remortgaging: viewings, documents, the application timeline, SA302s, gifted deposit letters, moving house, switching your deal, and a first-time buyer costs sheet. Every download is un-gated (no email address required) and the full content of each one is readable on its page.
Each page shows the complete checklist in full, with a download you can print or edit. Nothing is gated behind an email address. They are information, not advice: for advice on your actual mortgage, speak to a regulated broker.
Moving house checklist
Week by week from 8 weeks out to after move-in, including the admin most lists miss: post redirection, council tax, electoral roll, meter readings, TV Licence.
Mortgage application checklist
The whole journey as a timeline: before an AIP, the AIP, full application, offer, exchange and completion, with the mid-application do-nots.
Documents needed for a mortgage
What everyone needs, plus the extra evidence for employed, self-employed and limited company director applicants.
How to get your SA302
The exact HMRC steps for the SA302 tax calculation and the tax year overview lenders pair it with, online, via software, or by phone.
House viewing checklist
Room by room, the building, outside and the area, plus the questions to ask the agent before you offer.
Gifted deposit letter template
The donor declaration lenders and solicitors expect: gift not loan, no interest in the property, source of funds, solvency.
Deed of gift template
A formal deed recording a gift of money or property, with the declarations and witnessing a solicitor will expect, and how it differs from a gifted deposit letter.
Remortgage switching checklist
Start 3 to 6 months out, find your ERC and end date, compare product transfer against the market, and never touch the SVR.
First-time buyer costs budget sheet
Every cost of buying a first home in one CSV: deposit, stamp duty, legal, survey, fees, moving. No invented averages: you fill in real quotes.
Looking for the guides behind the checklists? Start with how mortgages work, first-time buyer mortgages or remortgaging.
Founder, MortgageExplained
Adam spent over eight years as a mortgage adviser at Just Mortgages, with further experience in commercial finance. He is CeMAP and CF qualified. He built MortgageExplained to do one thing well: explain mortgages in plain English, so you know where you stand before you speak to a regulated broker. Every page on the site is written by Adam.
Last reviewed by Adam Parker