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First Home · Module 09
09
Module 09 · Worksheet

Mortgage Myth Busting

The advice first-time buyers receive is often outdated, oversimplified, or just wrong. Know what's true before you apply.

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First-time buyers receive a huge amount of advice from parents, friends, and the internet - most of it well-intentioned and some of it wrong. This module addresses the most common mortgage myths so you go into your application with accurate information.

Why myths matter

Incorrect information about mortgages can lead people to delay unnecessarily (waiting until they have a 20% deposit when 10% would have been fine), pay more than needed (staying on a standard variable rate because they think switching is complicated), or miss products they're eligible for (Help to Buy, First Homes Scheme, shared ownership).

The mortgage market changes frequently. What was true three years ago may not be true today. Always verify current products and rates with a whole-of-market broker.

What's true and what isn't

Myth: You need a 20% deposit

The minimum deposit for most residential mortgages is 5%. 95% LTV mortgages exist and are available to first-time buyers - including via the Mortgage Guarantee Scheme. A 5% deposit comes with higher rates, but it gets you on the ladder. The decision to save longer for a larger deposit is about rate savings vs. time in the market, not about eligibility.

Truth: 5% is the minimum. 10–15% gives better rates. 20% unlocks the best deals. But the right deposit depends on your specific situation, timeline, and the property price.

Myth: You can't get a mortgage if you're self-employed

Self-employed applicants can absolutely get mortgages. Lenders will typically want 2–3 years of accounts or tax returns (SA302 forms from HMRC). The key is demonstrating consistent or growing income. Some lenders are more self-employment-friendly than others - a whole-of-market broker is essential here.

Truth: Self-employment doesn't rule you out. It means you need the right lender and the right documentation.

Myth: Fixed rate is always better than variable

Fixed rates provide certainty. Tracker and variable rates can be cheaper - especially when the Bank of England base rate is falling. The right choice depends on your risk tolerance, how long you plan to stay in the property, and the current rate environment. Neither is universally better.

Truth: Fixed rate suits people who need payment certainty. Variable rate can be cheaper if rates fall. Discuss both with your broker.

Myth: A mortgage in principle (MIP) means you'll definitely get the mortgage

A MIP is an indicative assessment based on the information you provide. The full mortgage application involves a deeper credit check, verification of income documents, and a lender valuation of the property. The full offer can differ from - or be declined after - the MIP. Keep your financial behaviour consistent between MIP and application.

Truth: A MIP is a strong signal but not a guarantee. Don't make large purchases, change jobs, or open new credit accounts between your MIP and your mortgage application.

Myth: You should always go with your bank

Your bank is one lender out of dozens. Going directly to your bank means you only see their products - not the whole market. A whole-of-market broker has access to hundreds of products and can often find rates unavailable directly. Your bank may not even be competitive for your specific situation.

Truth: Use a whole-of-market broker. They are legally required to recommend the most suitable product for you, not the most profitable for them.

Myth: Switching mortgage is complicated and expensive

Remortgaging is straightforward and often free - many deals include free legal work and no valuation fee. At the end of your fixed term, if you don't remortgage, you'll move onto the lender's Standard Variable Rate (SVR), which is almost always higher. Setting a calendar reminder 3–4 months before your fixed term ends costs nothing and could save hundreds per month.

Truth: Remortgaging is one of the highest-value financial actions a homeowner can take. It takes a few weeks and is often free.

Myth: You can't get a mortgage with student loan debt

Student loan repayments affect your affordability assessment (they reduce net income), but student loans are not treated the same as other debts. They don't appear on your credit file and lenders factor them in as a deduction from income rather than a liability. They will affect how much you can borrow, but they don't prevent you from getting a mortgage.

Truth: Student loans reduce borrowing capacity slightly but don't block mortgage applications.

First-time buyer schemes

SchemeHow it worksEligibilityRelevant to us?
Lifetime ISA (LISA)25% government bonus on up to £4,000/year. Must be used for first home under £450k or retirement.Under 40 when opened, must hold 12 months before use
First Homes SchemeNew-build homes at minimum 30% discount for first-time buyersIncome cap of £80k (£90k in London), local connection may apply
Shared OwnershipBuy 10–75% of a property, pay rent on the rest. Buy more shares over time (staircasing).Household income under £80k (£90k in London)
Mortgage Guarantee SchemeGovernment guarantee enables 95% LTV mortgages on properties up to £600kFirst-time buyers and home movers. Not new-build only.

Beliefs we held that weren't accurate

Before you move on

Educational worksheet only. Not financial advice. The Investing Couple is a personal finance content brand. For mortgage, legal or financial advice specific to your situation, speak to a qualified adviser.