Sally Hilliker Helps Client Navigate Specialist New Build Finance

Helping a Client Build Their New Home

How Mortgage Adviser Sally Hilliker helped a client navigate the finance involved in purchasing land and building a new property.

When a client wanted to purchase land and build a new home, Sally helped them understand the mortgage options available and navigate the finance involved in their plans.

New Home Building a property from scratch
Land Purchase Finance needed to consider the land
Specialist Finance Funding considered around the build

Financing a New-Build Project

Buying land and building a property from scratch can involve different mortgage considerations from purchasing an existing home.

The client needed to understand how the land purchase, construction costs, funding requirements and lender criteria could work together.

Land

The purchase of the land needed to form part of the wider funding plan.

Construction

Building a home can mean considering how finance is required as the project progresses.

Lender Criteria

Different lenders may have different requirements for new-build projects.

Understanding the Mortgage Options

Sally reviewed the client's circumstances, plans and borrowing requirements before considering mortgage options that could potentially meet their needs.

1

Understand the plans

Looking at the proposed property, land purchase and overall project.

2

Review the finances

Considering income, affordability, borrowing requirements and the client's individual circumstances.

3

Consider mortgage options

Looking at potential mortgage solutions and the requirements associated with the proposed project.

4

Navigate the application

Guiding the client through the lender process as the mortgage arrangements progressed.

How Sally Supported the Client

Sally helped the client navigate the mortgage process by considering the project as a whole rather than looking at the land purchase in isolation.

Understanding their plans for the new property
Reviewing their financial circumstances
Considering borrowing requirements
Considering suitable mortgage options
Taking account of the construction requirements
Guiding the application through the lender process

A Clearer Route Forward

With the mortgage arrangements progressed, the client was able to move forward with their plans to purchase the land and build their new home.

Having mortgage advice from the outset gave the client greater clarity around the finance involved and what would be required throughout the mortgage process.

What the advice helped provide

Early advice gave the client an opportunity to understand the finance alongside their wider plans before moving ahead with the project.

Clarity Understanding the finance involved
Planning Considering the mortgage alongside the build
Confidence A clearer route through the process

What This Case Study Shows

If you are considering buying land and building your own home, there are several things worth considering before committing to the project.

Building a new home can involve different mortgage considerations from buying an existing property.
The land purchase and construction should be considered as part of the wider funding plan.
Funding requirements may change as a build progresses.
Lender criteria can vary between mortgage providers.
Affordability and individual circumstances will influence the options available.
Taking mortgage advice early can help you understand your options before committing to a project.

Making a Complex Project Easier to Navigate

For this client, understanding the mortgage was an important part of planning their new home.

From the purchase of the land through to the proposed construction, having mortgage advice early in the process helped provide a clearer understanding of the finance and the factors that needed to be considered.

If you are planning a new-build project, our team can help you understand the mortgage options that may be available based on your individual circumstances and the plans for your property.

Considering a New-Build Project?

If you are looking to purchase land and build your own home, speaking to a mortgage adviser early can help you understand the finance options available and what you may need to consider before moving forward.

Speak to the HHH Mortgages team to discuss your circumstances and plans.

Important Information

This case study is for illustrative purposes only. Mortgage availability, lender criteria and affordability will vary according to individual circumstances. An application for a mortgage is subject to lender criteria and approval.

Your home may be repossessed if you do not keep up repayments on your mortgage.

House & Holiday Home Mortgages Ltd is an Appointed Representative of Mortgage Intelligence Limited, which is authorised and regulated by the Financial Conduct Authority, in respect of mortgage, insurance and consumer credit mediation activities only.