Your Mortgage & Protection Journey
Simple. Supportive. Personalised.
Our Process,
Your Peace of Mind.
From first conversation to final completion, we’re here to make the process clear, supportive, and personal.
1
Discovery
We start with a friendly chat to understand your goals and explain how we work.
2
Recommendations
Based on your needs, we’ll outline indicative terms and suggest tailored solutions.
3
Getting Started
When you’re ready, we’ll collect the necessary documents and confirm your instruction to proceed.
4
Application & Protection
We submit your application and guide you through protection options like life or property insurance.
5
Underwriting & Valuation
Your case is assessed by the lender. We’ll keep you updated as to progress and any additional lender requirements.
6
Progress & Updates
On receipt of your offer letter, we will endeavour to liaise solicitors and agents, keeping you informed throughout.
7
Completion & Beyond
Once your case completes, we celebrate with you and remain available for any ongoing support.
Our Promise and Commitment to you
Indicative terms within 48 hours (in most cases)
ERG Private Finance Ltd - trading as ERG Finance is an Appointed Representative of New Leaf Distribution Ltd which is authorised and regulated by the Financial Conduct Authority: FCA Number 460421. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. Buy to Let mortgages and Commercial Lending are not usually regulated by the Financial Conduct Authority.