Mortgage Fact Find Form

1
How can we helpWhat finance options are you interested in
Residential
Buy to Let
Life time mortgage
Bridging Finance
Commercial Mortgages
Portfolio Landlord
Advice
Other
2
What Product do you need ?
Residential- First time buyer
Residential- Home Mover
Residential 2nd home
Buy to let- Individual
Buy to let Company
Not sure - Need Advice
Remortgage - Residential
Remortgage - Buy to let
Equity release
Let to Buy
3
Name* This field is required.Applicant
Mr.
Mr.
Mrs.
Ms.
Miss.
Dr.
Sir.
Prefix
First Name
Last Name
4
Birth Date* This field is required.Applicant
Day
Month
Year
5
E-mail* This field is required.Applicant
example@example.com
6
Phone Number* This field is required.Applicant
7
Address* This field is required.Current
Street Address
Street Address Line 2
City
State / Province
Post code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
8
Date moved in Date of residency Or time at address Years at address * Months at address *
9
Residency SatusResidence and Properties
If less then 3 years please provide your previous address.
Please Select
Please Select
Private Tenant / Renting
Living with Parents
Living with Friends or Relatives
Owner Occupier - Mortgage
Owner Occupier - Without Mortgage
Council Tenants or Housing Association
Provided by Employer
Other
Current residential status
No - Don't Own
Yes - Own / Need Mortgage Advice
Yes - Purchasing / Need Mortgage Advice
Yes - Own Buy to lets / Portfolio Landlord
Do you own or are you purchasing any properties
10
About your Status * This field is required.We are unable to cover non Uk Residence
Please Select
Please Select
No - I am a British Citizen
Yes - ILR / ILE / Settled status
Yes - Family visa
Yes - Student visa
Yes - Pre settled status
Yes - Indefinite leave to remain ‘Settlement’
Yes - Work visa
Do you require a visa? What kind of visa have yo got?
Nationality
Date residency started in UK. If since Birth type your Date of Birth
Please Select
Please Select
Yes
No
Are you a Uk resident
Country of Birth
Please Select
Please Select
Married
Single
Divorced / Separated
Civil Partnership
Widowed
Marital Status
Yes
No
Vapes Only
Cannabis Only
Are you a Smoker (Inc. Vaping)
11
About your Occupation * This field is required.Occupation & Monthly committed expenses
Employed
Self employed / Sole trader
Company Director
Unemployed
Employment Type
National Insurance Number
Total Monthly Expenses
12
Employed SectionMain Occupation
What is your current occupation
Net income (after taxes)
Date Job Started
Annual Gross Income
Employers phone number and email address
Please Select
Please Select
Yes
No
Is it permanent. Do you have a contract
Employers name and address
Please Select
Please Select
0 Days Pay
1 week Pay
2 weeks Pay
4 weeks Pay
8 weeks Pay
12 weeks Pay
6 Months Pay
12 Months Pay
other
Do you have a sick-pay package
13
Employed SectionSecond occupation if applicable
What is your current occupation
Net income (after taxes)
Date Job Started
Annual Gross Income
Employers phone number and email address
Please Select
Please Select
Yes
No
Is it permanent. Do you have a contract
Employers name and address
Please Select
Please Select
0 Days Pay
1 week Pay
2 weeks Pay
4 weeks Pay
8 weeks Pay
12 weeks Pay
6 Months Pay
12 Months Pay
other
Do you have a sick-pay package
14
Self employed / Company Director Sectionif applicable
Director with shares over 20%
Sole Trader
Are you a sole trader or a Director
Occupation and Nature of business
Date Business Started
Share of net profits for last 2 years.
Gross share of net profit for last 2 years
Salary and Dividends paid in last 2 years
Business name and address
Accountant details: Name, phone number, email, company name
15
Full Name of your Dependants and Date of BirthAnyone who depends on you financially, this helps to identify your Protection needs.
This can include Partners, Elderly relatives, Disabled Persons and Children
16
Current - Residential Only Mortgage Details click next if not applicable
Who is the Lender / Bank
Please Select
Please Select
Capital Repayment
Repayment
Interest Only
Split (Part interest and part repayment)
Other
Mortgage Payment Option?
Original purchase price
What is the current property value
What is your monthly mortgage payment?
How much is the outstanding mortgage balance
Remaining term of Mortgage
What is your current interest rate
17
Current - Buy to Let Only Mortgage Details click next if not applicable
Who is the Lender / Bank
Please Select
Please Select
Capital Repayment
Repayment
Interest Only
Split (Part interest and part repayment)
Other
Mortgage Payment Option?
How much is the rental income
What is the current Property value
What is your monthly mortgage payment?
How much is the outstanding mortgage balance
Remaining term of your Mortgage
What is your current interest rate
18
Do you have any LiabilitiesCar Finance, Credit cards, Loans
Loans
Credit Cards
Car Finance
Debts
Other
Types of Liabilities
Please provide the names of the companies you owe
Total balance of your overall outstanding debts
Whats is your credit limit
No
Yes - Within last 6 months
Yes - Within last 12 months
Yes - More than 1 year ago
Yes - More than 2 years ago
Yea - More than 3 years ago
Yes - More than 6 years ago
Have you had any adverse credit reported on your credit file
19
Loan / Finance Requirements Not applicable for remortgages
Total savings amount for deposit / Investments
Loan amount required
Solicitors Details - We can recommend from our panel if needed
20
Additional InformationAdditional information to consider when making your recommendations.
21
Upload Documents - ID (Passport or Driving License) - Proof of address dated within last 3 months (posted bank/credit card statement, utility bill, annual council tax statement or driving licence) - Proof of Income - Latest 3 months personal or business bank statements showing salary, rent, utilities, direct debits - Budget Planer (Income & Expenses) - Downloaded Credit Report (Checkmyfile) How to Prove Income : - Self employed (SA302) by Accountants (If Self Employed) - Sole trader or Limited Company / Self Assessments - PAYE / Latest 3 months PaySlip records (if employed) - Latest years HMRC tax calculations & tax year overviews + signed company accounts (if self employed) - Estate agents rental Valuation or Lease Agreement (for Buy to Lets)
Drag and drop files here
Select files to upload
Mortgage Assessment Documents
Cancelof
22
Appointment
23
How did you hear about us?Please insert the name of the person who referred You if applicable.
Affiliate Partner or Referral Agent
Social Media
Online
Advertisements
Friends & Relatives
Other
Select how you find out about our services
Insert the affiliate code, affiliate partner details or the Person who referred you if applicable
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