The Mortgage Process

Enjoy a Hassle-Free Mortgage Journey with Castle View Finance.

Searching for the perfect mortgage solution and all of the paperwork that comes with it, can be overwhelming. With Castle View Finance we simplify the process for you. Our expert team is dedicated to helping you secure the ideal mortgage that suits your needs and goals.

Here's how we can guide you every step of the way:


Discovery Conversation: We start with a call where we discuss your desires, aspirations and strategise how we’re going to achieve them. We delve into your financial situation, understanding your income, expenses, and existing debts. Whether you’re a first-time homebuyer or an experienced investor, we tailor our approach to your specific requirements.


Onboarding Process: After our Discovery Call, we streamline the process by collecting necessary documents to verify your personal and financial information. This meticulous approach ensures accuracy and efficiency.


Tailored Research and Recommendation: Our skilled mortgage brokers carefully analyse your financial details to find the right lender for your needs. We consider factors such as interest rates, repayment options, and special incentives. You’ll receive personalised recommendations with a comprehensive analysis of each option.


Smooth Application Submission: Once you’ve chosen a mortgage product, we guide you through the accurate completion of application forms. We act as your intermediary, managing the entire submission process with the chosen lender on your behalf. You will receive an AIP (Agreement in Principle), which means you can go about looking at homes or properties with confidence.


Effective Communication: We maintain constant communication with the lender, keeping you informed of the progress. Our team efficiently addresses any queries or requests for additional information to ensure a smooth process.


Transparent Mortgage Offer and Acceptance: Once you find the property you are looking for, we will guide you on how to finalise your full application. Once it is successful, the lender will issue a mortgage offer detailing the specific terms and conditions. We meticulously review the offer with you, ensuring you have a clear understanding before you formally accept it.


Seamless Completion and Ongoing Support: We guide you through the completion process, working closely with solicitors and valuers to streamline paperwork and ensure a smooth transfer of the property into your name. Even after completion, our dedicated team remains available to provide ongoing support for future mortgage reviews and re-mortgaging needs.

Download Your Guide To A Successful Mortgage Application

Every one of our clients receives the Castle View Finance Welcome Pack, this contains everything you will need to achieve a successful mortgage application with one of our advisors. Including our most popular resource – the mortgage document checklist! Gain insights into the mortgage application process with Castle View Finance, and the crucial detail that help you to make informed decisions throughout your mortgage journey. Ideal for first-time applicants and experienced homeowners.

Download now to navigate your way through a seamless mortgage application process with Castle View Finance.

Download Now

Contact us today to get started on finding the perfect mortgage solution for you.

Find us

15 Finkle Street

Castle View Finance Ltd is an Appointed Representative of Connect IFA Limited 441505 which is Authorised and Regulated by the Financial Conduct Authority and is entered on the Financial Services Register ( under reference [983869]

The FCA does not regulate some forms of Business But to Let Mortgages and Commercial Mortgages to Limited Companies.

The information contained within this Website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. We usually charge a fee of £499 standard and £995 complex

Castle View Finance Ltd Registered Address: 15 Finkle Street, Carlisle, Cumbria, CA3 8UU

Registered in England and Wales No: 13698579

Commission disclosure: We are a credit broker and not a lender. We have access to an extensive range of lenders. Once we have assessed your needs, we will recommend a lender(s) that provides suitable products to meet your personal circumstances and requirements, though you are not obliged to take our advice or recommendation. Whichever lender we introduce you to, we will typically receive commission from them after completion of the transaction. The amount of commission we receive will normally be a fixed percentage of the amount you borrow from the lender. Commission paid to us may vary in amount depending on the lender and product. The lenders we work with pay commission at different rates. However, the amount of commission that we receive from a lender does not have an effect on the amount that you pay to that lender under your credit agreement.