Mortgage appointment via video call

How to have a successful mortgage appointment via Zoom

COVID-19 has undoubtedly forced us all to change the way to do everyday things such as shopping, exercise and seeing friends and family. But technology has helped us to adapt to these new ways of living.

Shopping online and using video calling to see friends and family has become the new “norm”. Although it has been hugely disruptive and a big learning curve for most people, learning to use this technology offers many benefits. It means that some normality can continue and at least some businesses can keep going albeit at a reduced capacity.

Here at Independent Mortgage Experts we are very much open for business and are continuing to offer expert 5 star advice to existing and new clients. We are offering advice via video link such as Zoom and FaceTime but also over the phone for clients who prefer this option. The advice and service you will experience is the same first class and reliable service you have come to expect so nothing on this front has changed. Because we have adapted our service to you we have been able to continue offering mortgage appointments and advice when you probably need it the most.

How does it work?

Once we receive your query via our contact form or email we will arrange an initial appointment so that we can gather more in depth information about what it is you need and whether we can help. This will either be as a video or telephone call. Please let us know which you prefer when you send us your initial enquiry.

If you have requested a Zoom video meeting you will receive an email from your adviser which will confirm the time and date of your Zoom appointment together with a “join meeting” link which once you click will enable you to access the meeting. This link will automatically take you to the meeting. You will need to select whether you want video access and audio access. Once this has been selected, a video will automatically pop up on your computer or your phone. To exit the meeting there is a button which you can click to enable to leave the meeting. Here is a link to access further video tutorials:

Top Tip – when arranging a video meeting with your adviser ensure you are ready 5 – 10 minutes before to ensure your meeting starts on time.

Top Tip 2 – try to have the meeting in an area at home where you wont be disturbed to ensure you fully engaged in the meeting with your adviser.

What are the benefits of video appointments?

Learning to use new video tech may seem a bit daunting at first but once you get used to it you may find it will be your preferred way of attending appointments with your mortgage adviser.

Going forward this way of giving advice will be a common option with many firms. Of course we will always continue to offer face to face appointments as well but for some clients video appointments offer benefits over face to face or telephone appointments and these are:

  • More convenient way of meeting your adviser over face to face meetings.
  • Maintain more of a personal relationship with your adviser as opposed to telephone appointments.
  • Your adviser can continue to certify your ID when submitting sensitive documents to your mortgage lender.
  • Ability to maintain ongoing advice meaning you are always up to date with the latest developments.
  • You can arrange a meeting with your adviser from anywhere even whilst you are on holiday or out of the country, as long as you have an internet connection.

If you need independent mortgage advice please contact us via our contact us page or email and we will be in touch.

Esther Barnes

Esther Barnes


The most rewarding part of my job is using my experience to give clients confidence in the mortgage process and a feeling of control, rather than being at the mercy of it. It's not just about recommending the best home loan, but also providing real support that has a positive impact on people's lives for years to come.

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