What needs doing
- Make a household budget
- Prepare documents for the bank
- Explain the numbers
Who is a good fit
- Finance knowledge
- Clear explanations
- Discreet
Ask before you agree
- What documents do I need?
- Can you meet online?
Help with a loan application budget — task template
I am applying for a mortgage and need help with my budget.
Ready-to-post text
Help with a loan application budget
I am applying for a mortgage and need help with my budget.
What needs doing:
• Make a household budget
• Prepare documents for the bank
• Explain the numbers
Good to have:
• Finance knowledge
• Clear explanations
• Discreet
Tips
- Price: a fixed price for the whole job is easiest to compare.
- Say where and when: area, dates, and whether it can be done remotely.
- Add a picture — listings with pictures get more answers.
- myservice.is never handles money: agree on how to pay, and never pay in advance to someone you have not met.
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