• Customer Details

  • Marital status*
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  • Is there a second applicant?*
  • Marital status*
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  • Please tell us about your project

  • Purpose of the loan*
  • Is your project solely about equity release, refinance or renovation/improvements?*
  • Use of the property | Equity release & Refinance
  • Do you have a property in mind? (place of purchase / price)*
  • Use of the property to be purchased / owned
  • Location of the property*
  • Location of the property*
  • Property cost breakdown
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  • Financing plan - source of funds
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  • Desired mortgage product
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  • Applicant 1 - Employment Details

  • What is your professional situation?*
  • Type of contract*
  • Do you have at least 3 years of accounts?*
  • Company accounts
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  • Please note that your income from this activity may not be taken into consideration until you have three consecutive years of account.

  • Applicant 2 - Employment Details

  • What is your professional situation?*
  • Type of contract*
  • Do you have at least 3 years of accounts?*
  • Company accounts
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  • Please note that your income from this activity may not be taken into consideration until you have three consecutive years of account.

  • Net Income

    Please enter details of your NET annual income amounts

  • Gross income

    Please enter details of your GROSS annual income amounts (before tax)
  • What is your base currency for your financial data?*

  • Please do a rough conversion of any income, assets and outgoings to your BASE selected currency to ensure you receive a rapid feedback.

  • Your annual income summary
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  • Your annual income summary
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  • Assets & Liabilities: details

    Please answer the following question in order to generate your assets & liabilities tables.
  • Do you repay any other loans? (Excluding mortgages)*
  • Do you have any existing assets, investments and savings?*
  • Do you pay any rent?*

  • Property Holdings

    Please enter your existing property details.
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  • Other financial commitments

    Other payments for: Car loan/lease, personal loan or alimony/maintenance excluding school fees, utilities, etc...
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  • Existing assets, investments and savings

    This information is important to show the source of your deposit.
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  • Have you ever been declared bankrupt or had a court order for debt registered against you?*
  • Do you want us to keep your real estate agent updated? (if any)*

  • We will not communicate any of your financial information, we will only give an update about the future steps of the process.

  • Should be Empty: