Mortgage Fact Find
For Mortgage Advice (only)
Reason for your Application:
*
First Time Buyer
Moving Home
Remortgage
Buy to Let
Let to Buy
Further Advance
Is the application,
*
Joint
Single
How much would you like to borrow?
What is the value of your current property?
*
Why are you looking to Remortgage?
*
What is the purpose of the additional borrowing?
Have you found a property to buy?
*
Yes
No
How much is the property you are looking to purchase?
*
Please provide the new property address
What is the guide price you are looking to purchase a property for?
*
Deposit Amount:
*
Applicant 1 - Personal Details
All of the information is kept in strict confidence and is used to determine your personal needs and requirements so that we can provide you with a personalised financial plan.
What is your current residential status?
*
Owner
Living with Parents
Tenant
Other
Full Name
*
Mr.
Mrs.
Ms.
Miss
Prefix
First Name
Middle Name
Last Name
Date of Birth
*
Please select a month
January
February
March
April
May
June
July
August
September
October
November
December
Month
Please select a day
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Day
Please select a year
2026
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
1988
1987
1986
1985
1984
1983
1982
1981
1980
1979
1978
1977
1976
1975
1974
1973
1972
1971
1970
1969
1968
1967
1966
1965
1964
1963
1962
1961
1960
1959
1958
1957
1956
1955
1954
1953
1952
1951
1950
1949
1948
1947
1946
1945
1944
1943
1942
1941
1940
1939
1938
1937
1936
1935
1934
1933
1932
1931
1930
1929
1928
1927
1926
1925
1924
1923
1922
1921
1920
Year
Current Address
*
Street Address
Street Address Line 2
City
County
Postcode
What date did you move in?
*
Previous Address
*
Street Address
Street Address Line 2
City
County
Postcode
How long have you lived at this address? Start Date:
*
What date did you move? End date:
*
Mobile Number
*
E-mail
*
example@example.com
National Insurance Number (NI)
*
Are you a smoker?
Yes
No
Relationship Status
*
Single
Married
Living with my Partner
Dependants
Rows
Name
Surname
Date of birth
Child 1
Child 2
Child 3
Child 4
Additional Information:
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Applicant 1 - Employment & Self Employment Details
Employment
*
Employed
Self Employed
Zero hours Contract
Unemployed
Job Title
*
Employer Name & Address (Head Office)
*
Employer Name
Building and Street name
City
County
Postcode
Work Telephone Number
Employment Start Date (estimate):
*
 -
Day
 -
Month
Year
Date
Salary per year (before Tax)
*
Hourly Rate
Please provide your last 3 months payslips (Upload File)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Self Employment
Sole Trader
Limited Company
Partnership
How many years have you been trading?
Please provide your SA302 Accounts and Tax Overviews for the past 2years. (Upload File)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Other Monthly Income
*
Rows
Amount per month
Personal Independence Payment (PIP/DLA)
Child Benefit
Pension Credit
Universal Credit
Child Maintenance
Other
Please provide a copy of your Benefit entitlement letters from the Department of Work and Pensions (DWP) - All pages must be uploaded. (Upload file)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Credit Agreements - If you do not have any credit agreements, please put 'N/A'.
*
Rows
Provider
Outstanding Balance
Repayment (per month)
Credit Card 1
Credit Card 2
Credit Card 3
Credit Card 4
Credit Card 5
Credit Card 6
Other
CCjs
IVA
Credit Agreements - If you do not have any credit agreements, please put 'N/A'.
*
Rows
Provider
Start Date
Monthly Payment
Balance Outstanding
Loan 1
Loan 2
Loan 3
Loan 4
Car Loan / HP Finance
Student Loan
Which Bank are you with?
How many years have you held this Bank account?
Have you ever been declared Bankrupt?
*
Yes
No
Additional Information:
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Next
Save
Applicant 2 - Personal Details
All of the information is kept in strict confidence and is used to determine your personal needs and requirements so that we can provide you with a personalised financial plan.
What is your current residential status?
*
Owner
Living with Parents
Tenant
Other
Full Name
*
Mr.
Mrs.
Ms.
Prefix
First Name
Middle Name
Last Name
Date of Birth
*
Please select a month
January
February
March
April
May
June
July
August
September
October
November
December
Month
Please select a day
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Day
Please select a year
2026
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
1988
1987
1986
1985
1984
1983
1982
1981
1980
1979
1978
1977
1976
1975
1974
1973
1972
1971
1970
1969
1968
1967
1966
1965
1964
1963
1962
1961
1960
1959
1958
1957
1956
1955
1954
1953
1952
1951
1950
1949
1948
1947
1946
1945
1944
1943
1942
1941
1940
1939
1938
1937
1936
1935
1934
1933
1932
1931
1930
1929
1928
1927
1926
1925
1924
1923
1922
1921
1920
Year
Address
*
I live at the same Address as Applicant 1
I live at a different Address
Current Address
*
Street Address
Street Address Line 2
City
County
Postcode
What date did you move in?
*
Previous Address
*
Street Address
Street Address Line 2
City
County
Postcode
How long have you lived at this address? Start Date:
*
What date did you move? End date:
*
Mobile Number
*
E-mail
*
example@example.com
National Insurance Number (NI)
*
Are you a smoker?
Yes
No
Dependants
Rows
Name
Surname
Date of birth
Child 1
Child 2
Child 3
Child 4
Additional Information:
Back
Next
Save
Applicant 2 - Employment & Self Employment Details
Employment
*
Employed
Self Employed
Zero hours Contract
Unemployed
Job Title
*
Workplace Address (Head Office)
*
Street Address
Street Address Line 2
City
County
Postcode
Work Telephone Number
Employment Start Date (estimate):
*
 -
Day
 -
Month
Year
Date
Salary per year (before tax)
*
Hourly Rate
Please provide your last 3 months payslips (Upload File)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Self Employment
Sole Trader
Limited Company
Partnership
How many years have you been trading?
Please provide your SA302 Accounts and Tax Overviews for the past 2years. (Upload File)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Other Monthly Income
Rows
Amount per month
Personal Independence Payment (PIP/DLA)
Child Benefit
Pension Credit
Universal Credit
Child Maintenance
Other
Please provide a copy of your Benefit entitlement letters from the Department of Work and Pensions (DWP) - All pages must be uploaded. (Upload file)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Credit Agreements - If you do not have any credit agreements, please put 'N/A'.
*
Rows
Provider
Outstanding Balance
Repayment (per month)
Credit Card 1
Credit Card 2
Credit Card 3
Credit Card 4
Credit Card 5
Credit Card 6
Other
CCjs
IVA
Credit Agreements - If you do not have any credit agreements, please put 'N/A'.
*
Rows
Provider
Start Date
Monthly Payment
Balance Outstanding
Loan 1
Loan 2
Loan 3
Loan 4
Car Loan / HP Finance
Student Loan
Which Bank are you with?
How many years have you held this Bank account?
Have you ever been declared Bankrupt?
Yes
No
Additional Information:
Back
Next
Save
Affordability
Household Bills (per month)
*
Rows
Applicant 1
Applicant 2
Mortgage/Rent
Buildings and Contents Insurance
Gas/Electric/Fuel
Water rates
Council Tax
Ground Rent / Service Charge
Household maintenance & Cleaning
Tv License and Subscriptions
Telephone (Fixed & Mobile)
Other
Car & Travel expenses (per month)
*
Rows
Applicant 1
Applicant 2
Car Insurance
Road Tax
Servicing and Repairs
Petrol & Travel (tolls, parking etc)
Other
Other regular outgoings (per month)
*
Rows
Applicant 1
Applicant 2
Payments to Savings account
Clothing
Entertainment
Holidays
Food and Living costs
Childcare & School fees
Subscriptions
Other
Please provide the latest 3 months Bank statements (Upload file)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Additional Information:
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Existing Mortgage Details
What is the value of your current property?
*
*
Rows
Applicant 1
Applicant 2 (if applicable)
Current Lender
Account Number
Amount of loan oustanding
Remaining Years left on the term
Repayment Type
*
Repayment
Interest Only
Interest Rate Type
*
Fixed
Variable
Capped
Discount
Tracker
Current Interest Rate %
*
Any additional funds? If yes, how much?
Please provide your most recent Mortgage Statement (Upload File)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Back
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Future Planning
Do you have a will?
Yes
No
If yes, when was it last reviewed ?
Do you have any further information you would like to provide?
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Terms & Conditions
*
Please select one of the following
*
I accept the above Terms & Conditions
I do NOT accept the above Terms & Conditions
Applicant 1 - Please sign here:
*
Applicant 2 - Please sign here:
*
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