Mortgage intake

A mortgage broker's first call is mostly data entry, and the appointment gets booked before anyone knows whether the person is buying, remortgaging or just curious.

This template collects the shape of the case before the call: purchase or remortgage, roughly what the property is worth, whether they are employed or self-employed, and when they need the money. It gives no advice at all — that is regulated, and the template says so out loud — but it means the broker opens the conversation already knowing which lenders are even in play.