Fact Find

Fact Find

Please complete this fact-find to help us understand your financial position and streamline your mortgage journey. If you're unsure about anything, feel free to leave it out and let us know if you have any questions. We’ll be more than happy to help. We can only help clients that currently reside in the UK.

Your Details
Applicant 1 - Your Details
Full Name

PrefixFirst NameMiddle NameLast Name
Have you ever been known by any other names?
Previous Full Name
Date of Name Change

DayMonthYear
Date
E-mail
Phone Number
Format: 00000000000.
Date of Birth

DayMonthYear
Date
Gender
Current date for both formula (1 & 2)

MonthDayYear
Date
Marital Status
Age (Applicant 1) Current date - DOB / 365
Nationality
Nationality
Residency Status
Visa Start Date

DayMonthYear
Date
Visa End Date

DayMonthYear
Date
Visa Type
Visa Details
EU Status
UK Arrival Date

DayMonthYear
Date
Do you have any dependents?
If the dependants are shared between both applicants, only one applicant needs to declare this.
Number of Dependants
Do you have any child care, school, or nursery fees?
Approximately how much per month?
Additional notes regarding your child care, school, or nursery fees
Address

Street Address / Flat Number

Street Address Line 2

CityCounty

Postcode
Todays Date

DayMonthYear
Date
Occupancy Type
Please provide details
Date Moved into Current Address

DayMonthYear
Date
Previous Address

Street Address

Street Address Line 2

CityCounty

Post code
Previous Occupancy Type
Date Moved into Previous Address

DayMonthYear
Date
Other Previous Address

Street Address

Street Address Line 2

CityCounty

Post code
Other Previous Occupancy Type
Date Moved into Other Previous Address

DayMonthYear
Date

Applicant 2 - Details
Applicant 2 Full Name

PrefixFirst NameMiddle NameLast Name
Have you ever been known by any other names?
Previous Full Name
Date of Name Change

DayMonthYear
Date
E-mail
Phone Number
Format: 00000000000.
Date of Birth

DayMonthYear
Date
Gender
Marital Status
Nationality
Nationality
Age (Applicant 2) Current date - DOB / 365
Resident Status
Visa Start Date

DayMonthYear
Date
Visa End Date

DayMonthYear
Date
Visa Type
Visa Notes
EU Status
UK Arrival Date

DayMonthYear
Date
Do you have any dependents?
If Applicant 1 has already noted the same dependents, please select no
Do you pay for any of the following? Child care costs, school/nursery fees, maintenance?
Approximately how much per month?
Additional notes regarding your child care, school, or nursery fees
Number of Dependants
Address

Street Address / Flat Number

Street Address Line 2

CityCounty

Postcode
Occupancy Type
Please provide details
Date Moved into Current Address

DayMonthYear
Date
Previous Address

Street Address / Flat Number

Street Address Line 2

CityCounty

Postcode
Date Moved into Previous Address

DayMonthYear
Date
Previous Occupancy Type

Employment Details
Applicant 1 - Employment Details
Employment Status
Retired Type
Pension Amount
Employment Type
Other Employment Type Details
Self-Employed Type
Other Self-Employed Type Details
What is your Annual income? (£)
Are you due a pay rise within the next 5 months?
Details about pay rise
What is your daily rate? (£)
Contract Start Date

DayMonthYear
Date
Contract End Date

DayMonthYear
Date
Date Started Trading

DayMonthYear
Date
Trading/Business Name
Date of Incorporation

DayMonthYear
Date
Additional notes regarding contracted work
Is any of your Income Paid in a Currency Other Than £ Sterling?
What currency?
Do you pay taxes on this income in the UK?
Is your income paid into a UK bank account?
Do you own any shares in the company?
What % of the company do you own?
Do you work for a family business?
Gross Annual Income
Job Title
Employer Name
Employer's number
Please enter a valid phone number.Format: (000) 000-0000.
Employer Address
Employment Start Date

DayMonthYear
Date
Previous Employment Details (Name, Start date, Leaving Date, Salary)
Please Provide Your Latest 2 Years of Sole Trader Income
Please Provide Your Latest 2 Years of Director Income
Do you have any additional employment income?
E.g Bonus, overtime, commission
Additional Employment Income
Latest year bonus (£)
Previous year bonus (£)
Extra notes regarding additional income
How much per month do you spend on travel? e.g, Including social, commuting, fuel, public transport.
Do you have a second job?
Please list all details (Type, Salary, Employer, Start Date etc)
Do you have any other income?
Other Income
Do you make any repayments to a student loan
Approximately student loan payment how much per month

Applicant 2 - Employment Details
Employment Status
Retired Type
Pension Amount
Employment Type
Self-Employed Type
What is your daily rate? (£)
What is your Annual income? (£)
Are you due a pay rise within the next 5 months?
Details about pay rise
Is any of your Income Paid in a Currency Other Than £ Sterling?
What currency?
Do you pay taxes on this income in the UK?
Is your income paid into a UK bank account?
Do you own any shares in the company?
What % of the company do you own?
Do you work for a family business?
Other Self-Employed Type Details
Other Employment Type Details
Gross Annual Income
Job Title
Employer Name
Employer's number (2)
Please enter a valid phone number.Format: (000) 000-0000.
Trading/Business Name
Date Started Trading

DayMonthYear
Date
Contract Start Date

DayMonthYear
Date
Contract End Date

DayMonthYear
Date
Date of Incorporation

DayMonthYear
Date
Additional notes regarding contracted work
Employer Address
Employment Calculation
Employment Start Date

DayMonthYear
Date
Previous Employment Details (Name, Start date, Leaving Date, Salary)
Please Provide Your Latest 2 Years of Sole Trader Income
Please Provide Your Latest 2 Years of Director Income
Do you have any additional income?
Additional Employment Income
Latest year bonus (£)
Previous year bonus (£)
Extra notes regarding additional income
Do you have a second job?
How much per month do you spend on travel? e.g, Including social, commuting, fuel, public transport.
Please list all details (Type, Salary, Employer, Start Date etc)
Do you have any other income?
Other Income
Do you make regular payments to a student loan?
Approximately student loan payment how much per month