Compare the Mortgage Fact Find
Applicant 1
Mr.
Mrs.
Miss.
Dr.
Ms.
Prefix
First Name
Middle Name
Last Name
Date of Birth
-
Day
-
Month
Year
2 digit day, 2 digit month, 4 digit year
Date
Email
example@example.com
Phone Number
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Owner Type
Date Moved into Home
-
Day
-
Month
Year
2 digit day, 2 digit month, 4 digit year
Date
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Applicant 2
Mr.
Mrs.
Miss.
Dr.
Ms.
Prefix
First Name
Middle Name
Last Name
Date of Birth
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Email
example@example.com
Phone Number
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Owner Type
Date Moved into Home
-
Day
-
Month
Year
2 digit day, 2 digit month, 4 digit year
Date
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Income Details - Applicant 1
Employed Income
Self Employed Income - SA302 - Latest Year
2020/2021 Accounts
Self Employed Income - SA302 - Previous Year
2019/2020 Accounts
Rental Income
As shown on SA302
Other
Please add details at the end
Employers Details if N/A
Occupation, Employers name, Employers address,
Employment Start Date
-
Day
-
Month
Year
2 digit day, 2 digit month, 4 digit year
Date
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Income Details - Applicant 2
Employed Income
Self Employed Income - SA302 - Latest Year
2020/2021 Accounts
Self Employed Income - SA302 - Previous Year
Rental Income
As shown on SA302
Other
Please add details at the end
Employers Details if N/A
Occupation, Employers name, Employers address,
Employment Start Date
-
Day
-
Month
Year
2 digit day, 2 digit month, 4 digit year
Date
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Adverse Credit
Do you have any adverse history?
Yes
No
If Yes please type a description below.
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Credit Commitments
For both applicants
Please tick if you have any of the following
Rows
Yes
No
Credit Card
Loans
Additional Mortgages
Hire Purchase/Lease
Other
Credit Card Balance
Credit Card Interest Rate
If Known
Loan Balance
Loan Monthly Payment
Mortgage Balances
Mortgage Monthly Payment
Hire Purchase/Lease Balance
Hire Purchase/Lease Monthly Payments
Other Monthly payments
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Loan Details
What type of mortgage do you require?
Purchase
Remortgage
Second Charge
Bridging
Other
Limited Company or Personal?
Limited Company
Personal Name
Property Value
Mortgage Balance
Current Mortgage Lender
Current Monthly Payment
Are you looking to capital raise?
Yes
No
Additional Capital Raise amount
Reason for additional money
Repayment Type
Interest Only
Repayment
Required Mortgage Term
Product Type
Required Product Term
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Portfolio Details
Do you have additional properties?
Yes
No
Portfolio Value
Portfolio Mortgage Balance
Portfolio Rental Income
Portfolio Monthly Payments
Total Number of Properties
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Property Details
If Known
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Property Type
Construction Type
Bedrooms
Bathrooms
Reception Rooms
Kitchens
Garages
Parking Spaces
Tenure
If Leasehold, number of years left
Service Charge/Ground Rent
Additional Questions
Rows
Yes
No
Do you or will you own part or all of the freehold?
Is the property above or near commercial premises?
Is the property a New Build?
Is the property a Right to Buy?
Is the property ex-local authority?
Is there an Annexe within the property?
Is the property on the market?
Is there property rented out/to be rented out?
Does the property have desk access
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Third Party Details
Valuation Type
Standard Valuation
Homebuyers Report
Full Standard Building Survey
Contact For Access
Contact Number
Solicitor Details
If Known
Contact Name
Contact Number
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Accountant Details
If N/A
Contact Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Contact Number
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Additional Notes
Anything we might need to know about your circumstances
Do we need to know anything else?
Submit
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