How to Add a Property Mortgage

Add Mortgage

The Add Mortgage section allows landlords to record and manage mortgage details linked to a property. This helps track borrowing, payments, interest, and important mortgage dates in one place.

Mortgage Company

Mortgage Company:
Choose the mortgage provider from the list. You can register new mortgage company if the list is not in the drop down. 

Reference No.:
Enter the mortgage reference number provided by the lender.

Purchased Price

Purchased Price:
Please type the purchased price.
Example: £180,000

Deposit Paid

Deposit Paid In (%):
Type deposit paid in %
Example: 20.00

Deposit Amount:
Please type the deposit amount.
Example: £36,000

Mortgage Amounts

Initial Mortgage Amount:
Please type the initial mortgage amount.
Example: £144,000

Current Mortgage Balance:
Please type the current mortgage balance.
Example: £130,000

Mortgage Type

Interest Only

Select the mortgage type (e.g. Interest Only or Repayment).

Monthly Interest

Monthly Interest Amount:
Please type the monthly interest amount.
Example: £650

Interest Rate Details

Rate Type:
Choose the rate type (Fixed or Variable).

Variable Interest Rate:
Please type the interest rate.
Example: 5.25%

Mortgage Dates

Start Date:

Select the mortgage start date.

End Date (Expire Date):
Select the mortgage end or expiry date.

Payment Schedule

Payment Day:
Select the monthly payment day.

Set Reminder:
Enable this option to receive reminders for mortgage payments or expiry dates.

Product Fee

Product Fee (One-off):
Please type the product fee amount.
Example: £1,500

Paid By:
Select how the product fee was paid
(e.g. Paid Separately or Added to Mortgage).

Solicitor Information

Select Solicitor:
If the solicitor information is there in the list, please select or register a new solicitor company. You can manage solicitors from left side Solicitors tab located under Professional partner

Solicitor Fee:

Please type the solicitor's fee.
Example: £900

Adviser Information

Select Adviser:
If the Mortgage adviser information is there in the list, please select or register a new adviser company. You can manage an adviser from the left side Mortgage adviser tab located under Professional partner

Adviser Fee:
Please type the adviser fee.
Example: £500

Notes

Add any additional information related to the mortgage.

Status

• Running – Mortgage is currently active
• Upcoming – Mortgage will start in the future
• Closed – Mortgage has ended or been redeemed

Attach Files

Upload mortgage-related documents such as agreements or statements.