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Mortgages
Application, valuation, underwriting and offer.
IM-2026-0412Ellie Hart18 Ullet Road, Liverpool L17
Mortgage progress
55%
6 of 11 stages complete
In progress
Initial Underwriting
With Lender · 5 days
Next up
Additional Documents
Starts after Initial Underwriting
With the client
1
Additional Documents
Mortgage stages
The 11 stages on this workstream, in the order they happen.
| Stage | Task | Owner | Duration | Status | Set status |
|---|---|---|---|---|---|
| 01 | AIPM1 | Your broker | 2 days | Complete | |
| 02 | Find a propertyM2 | You | 4 weeks | Complete | |
| 03 | Full Mortgage ApplicationM3 | Your broker | 3 days | Complete | |
| 04 | Insurance ApplicationM4 | Your broker | 2 days | Complete | |
| 05 | Valuation InstructedM5 | Lender | 1 day | Complete | |
| 06 | Valuation ResultsM6 | Lender | 7 days | Complete | |
| 07 | Initial UnderwritingM7 | Lender | 5 days | In progress | |
| 08 | Additional DocumentsM8 | You | 3 days | Not started | |
| 09 | Additional UnderwritingM9 | Lender | 4 days | Not started | |
| 10 | Underwriting CompleteM10 | Lender | 2 days | Not started | |
| 11 | Mortgage OfferM11 | Lender | 1 day | Not started |
Move mortgage on
You confirm what changes and what the client is told before anything moves.
Mortgages6/11
In progress: Initial Underwriting
Next: Additional Documents
Client conversation
Everything Ellie has been told about mortgage.
12 Jun 2026
AIP completed
9 Jul 2026
Find a property completed
13 Jul 2026
Full Mortgage Application completed
15 Jul 2026
Insurance Application completed
16 Jul 2026
Valuation Instructed completed
24 Jul 2026
Valuation Results completed
20 Aug 2026
Initial Underwriting started16:40
JD
James DunnThu 16:40Initial Underwriting
Nationwide hold the full application and the valuation, and underwriting began yesterday. Your broker is chasing the lender every 48 hours.