Buying or remortgaging as a sole trader can feel like guesswork but what documents do lenders need? How much can you borrow? This digital toolkit makes the process clear and stress-free.

Inside you’ll find: ✅ Affordability Calculator (Excel) – instantly see your borrowing potential based on profit & tax returns. ✅ Lender Criteria Checklist (PDF) – exactly what banks ask for (SA302s, tax year overviews, accounts). ✅ Document Tracker (PDF) – tick-off proofs before you apply. ✅ Application Notes Template (PDF) – summarise income & business details neatly. ✅ Email Swipe Copy (TXT) – send a clear intro to your broker or lender.

💡 Created for sole traders who want to apply with confidence.

📦 What’s Included

Affordability Calculator (.xlsx + Google Sheets link) Lender Criteria Checklist (.pdf) Document Tracker (.pdf) Application Notes Template (.pdf) Email Template (.txt)