Appointments
What happens between booking and the follow-up email
Mortgage and budget advice at Marlowe is appointment-led. This page is the map of that process — so you know what to send, how long we sit, and when the written summary arrives.
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1
Request a slot
Use the contact form to name the consultation you need — first-time buyer, remortgage, budget, buy-to-let, or protection — and preferred mornings or afternoons. We reply within one working day with two or three available times.
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2
Send the paperwork pack
Before we meet, share recent payslips or tax calculations, three months of bank statements, and a note of existing credit. For remortgages, add your latest mortgage statement and deal end date. Documents can be uploaded securely by email reply; we do not ask for passwords or full card numbers.
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3
Meet in St. Bauch or on video
Office appointments run at 123 Huels Locks. Video calls use a private link sent the day before. First meetings for buyers usually last 90–120 minutes; remortgage and budget sessions are shorter. Bring a notepad or be ready to annotate the shared screen.
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4
Receive the written summary
Within two working days you receive a dated note: borrowing range or comparison sheet, recommended next actions, and any caveats about lender criteria. If you instruct us to submit an application, we schedule that as a separate step with fees confirmed again.
Office hours
Tuesday to Friday, 9:30–17:00. Selected Saturday mornings for first-time buyers by arrangement. Evening video slots appear in quieter seasons.
Who should attend
All applicants named on the mortgage should be present for the main appointment. Solicitors and family members are welcome when you want a second pair of ears — tell us when booking so we can allow time.
Appointment questions
How far ahead should we book a remortgage review?
Six months before your fixed or tracker end date is ideal. Three months still works; less than six weeks leaves fewer product options.
Can we meet before we have a full deposit?
Yes — a first conversation can set a deposit milestone plan. Full lender shortlisting waits until the cash position is clearer.
What if we need to reschedule?
Give at least 48 hours’ notice where possible. Same-day cancellations may forfeit a deposit on weekend slots — see our refund policy.