OUR Process

It’s not just about securing the most suitable mortgage or protection for you; it’s ensuring you are kept informed at every stage of the process and constantly reassuring you that you’re in the best possible hands.

Mclean mortgage Services - Our Process



Whether you’re a first-time buyer, making a move to that dream home or simply looking to review your current mortgage- we offer expert mortgage and protection advice to secure the future you’ve been dreaming of.

With our hands-on experience, dedicated advisors and bespoke personal service we work hard behind the scenes to provide you with the future you deserve.

When it comes to finding your new mortgage, sometimes it pays to explore options beyond your own bank. Here at Mclean Mortgage Services, we have access to a
comprehensive range of mortgage lenders from across the market, to make sure you get a mortgage that’s tailored to you.

So much time, effort and money goes into building our future homes and the lives we lead in them. That’s why the clients we work with choose to protect their lifestyle, families and homes with insurance that they can trust. When protecting the things most important, you want confidence that it will be there for you when you need it the most.

We are experts in mortgage and protection advice to ensure that you secure your future.



The first step to securing your future is the initial enquiry where we discuss your aims and arrange a consultation based on your needs.

We can meet you at your home, place of work, or over a coffee at our modern, easily accessible offices that provide free parking. Our team realise that everyone’s day-to-day lives are different, so we’ll work around you to ensure that we meet at a time and place that’s convenient to you, whether it’s when the kids are in bed, straight from work, or during that working lunch hour!
When arranging that initial consultation, don’t worry, we will let you know what information we need you to bring with you or provide.

Please contact us today to see how we can help you and provide you with individual mortgage advice to meet your aims.



This is when we get to know you and find out your property goals and dreams. We’ll gather all the information we need to start our individual bespoke service from the outset to help us determine the right solution for you. We’ll go through how we work and what you can expect from Mclean Mortgage Services and talk to you about the process involved in getting the right mortgage for you. Whether that’s to buy your new home, review your current mortgage, or maybe even start or expand that buy-to-let portfolio.

When it comes to finding the right mortgage for you, we’ll give you clear ideas having assessed your circumstances on what’s realistic for you, so you leave us with a clear vision to secure your future.



Having provided you with that initial consultation you’ll be in an informed position to decide the best way forward for you. Once you have made your decision you can let us know and we can arrange to progress your mortgage application. Depending on the type of mortgage you require we can liaise with estate agents and solicitors when required, to ensure that the process is as stress-free as possible.

When you are ready to proceed we’ll give you a fully comprehensive list of any documents that we will need you to provide to support your application.
You can then relax knowing that you have received expert impartial advice, you’ll have secured the mortgage that’s right for you, and you are well on your way to securing your future.



Along the way, we’ll be there to keep things moving, deal with queries, provide information to the lender and progress the application to mortgage offer, at this point your mortgage has been agreed and you move into the post-offer stage!

At this stage, your solicitor will be working hard towards a completion date for your new purchase or to complete on that new remortgage we have arranged for you.

We will still be in regular contact at all stages, or be there should you need us with any queries no matter what they may be.



Within the mortgage process, we’ll also talk to you about the other services that we provide to keep everything under one roof. Whether it’s critical illness cover, income protection or life insurance, having the right protection in place can give you peace of mind for when the unthinkable happens, so you can focus on what’s important.

A new mortgage for your home is often the biggest financial commitment in your lifetime, our team of experienced advisers will ensure you are aware of your options to ensure that you and your loved ones are suitably covered.
At Mclean Mortgage services we are also here should you wish to sit down and review your protection provision or discuss your options in this area.

Call us today for that free initial consultation.



Individual Service

We offer a bespoke personal service establishing your needs to ensure that your Mortgage and Protection objectives are met.

Customer Service

We make sure your personal mortgage and protection goals are at the core of what we do, with a tailored individual service that's with you from start to finish of whichever journey you require to secure your future.

Free Initial Consultation

We offer a free initial consultation with no obligation on your part. Whether it's to discuss that first purchase, dream house move or a remortgage. Or whether you’re looking to ensure you have the most suitable mortgage product possible, or a review of your protection to ensure that you and your family are covered in the worst event.

Impartial Advice

As experienced mortgage and protection advisers, we are committed to helping you understand your options. With access to different mortgage and insurance products, we can help find the most suitable solution for your circumstances. Our priority is you and your needs, to give you the advice you need, at your convenience to secure the future that you desire.


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