What is the HomeBuyer app?
The HomeBuyer app enables clients to complete key steps in their mortgage journey digitally. It centralises data collection, identity verification, document acknowledgments, and application progress to make the process faster and more transparent.
How do clients create an account?
Clients enter their email address in the app, receive a secure Smart Link by email, and return to the app to complete setup. They must then create a passcode and accept mandatory acknowledgment documents before their account is created.
My client hasn’t received their Magic link. What should they do?
Ask them to:
Ensure they entered the correct email
Check spam/junk folders
Request the link again if needed
If the issue persists, our support team can verify their status.
What tasks will clients see in their To-Do list?
Typical tasks include:
Personal details
Address history
Dependants
Identity verification
Credit report
These tasks ensure the client provides all required information for their mortgage application
Can clients switch profiles in the app?
Yes. The dashboard contains a Switch Profile option if multiple profiles exist on the same device.
Where can clients see their live mortgage application?
Under Applications on the dashboard, clients can view:
Their application type (e.g., Buy-to-let)
The adviser firm
Single/Joint application
Their application ID
How do clients know their progress?
A progress ring on the dashboard shows how many tasks are complete (e.g., 3/24). This helps clients understand how much more information is needed.