FirstAboardGuides
Paperwork, explained plainly
Short, practical guides for mortgage brokers and for anyone who has to get a PDF right.
For mortgage brokers
Getting the fact-find, the documents and the signatures back before the first meeting.
The mortgage broker fact-find: what to collect, and how to get it back before the first meeting
What a complete fact-find covers, the documents that go with it, and a way to have clients finish it on their phone before you meet.
Read the guide →Joint applications: collecting both applicants’ details without the back-and-forth
Why one shared form goes wrong for couples and co-borrowers, and how a private link for each applicant fixes it.
Read the guide →Chasing documents: a system for mortgage brokers who would rather not
A checklist that matches the client, requests inside the fact-find, automatic reminders, and one place where everything lands.
Read the guide →Working with PDFs
Doing the everyday PDF jobs properly, on your own computer.