Stagg Mortgage Services: Fact Find

Stagg Mortgage Services
Fact Find

The information given in this form shall be used to obtain a Decision In Principle, we can then carry out the research required in order to recommend the most suitable mortgage products for your needs. The information provided is stored securley and will not be shared with any third parties.
Type of Application
Full Name*

PrefixFirst NameMiddle NameLast Name
Date of Birth*

DayMonthYear
Nationality
Marital Status
Number of Dependents
Do you Smoke or Vape?
Are you in good health?
Residence Status
Are you a First Time Buyer?
Mobile Number
Please enter a valid phone number.
E-mail
Address

Street Address

Street Address Line 2

CityCounty

Postal Code
Purchase Date

DayMonthYear
Purchase Price
Time at Address
Current Value
Property Tenure
Mortgage on this property?
Current Lender
Mortgage Account Number
Start Date:
Remaining Term
Loan Outstanding
What is your Monthly Payment
Current Interest Rate %
Scheme End Date
Is there an ERC (Early Repayment Charge) applicable?
Previous Address (if less than 3 years history)

Street Address

Street Address Line 2

City/TownCounty

Postal Code
Current Occupation
What is your Employment Status?
Start Date of Employment

DayMonthYear
Date
Basic Annual Salary
Tax Credits: Working / Child
Other Annual Income (Bonus, Overtime, Shift Allowance)
NI Number
Expected Retirement Age
Please send a copy of your most recent Payslip & Proof of ID

We require these documents in order to obtain an accurate decision in principle.
Cancelof
Credit Commitments currently ongoing (Please list all below)
This includes credit cards, PCP/HP, unsecured loans, personal loans and any other monthly commitments.

Current Assets

	Current Value
Property
ISA's
Bank Savings
Shares
Other

Do you have a will?

YesNo
If yes, when was it last reviewed ?
Where did you find us? (Please elaborate)

Additional Fact Find

This is required as part of a joint application.
Full Name

PrefixFirst NameMiddle NameLast Name
Date of Birth

DayMonthYear
Nationality
Marital Status
Number of Dependents
Do you Smoke or Vape?
Are you in good health?
Residence Status
Are you a First Time Buyer?
Mobile Number
Please enter a valid phone number.
E-mail
Address

Street Address

Street Address Line 2

City/TownCounty

Postal Code
Purchase Date

DayMonthYear
Purchase Price
Time at Address
Current Value
Property Tenure
Mortgage on this property?
Current Lender
Mortgage Account Number
Start Date:
Remaining Term
Loan Outstanding
What is your Monthly Payment
Current Interest Rate %
Scheme End Date
Is there an ERC (Early Repayment Charge) applicable?
Previous Address (If less than 3 years)
Current Occupation
What is your Employment Status?
Start Date of Employment

DayMonthYear
Date
Basic Annual Salary
Tax Credits: Working / Child
Other Annual Income (Bonus, Overtime, Shift Allowance)
NI Number
Expected Retirement Age
Please send a copy of your most recent Payslip & Proof of ID

We require these documents in order to obtain an accurate decision in principle.
Cancelof
Credit Commitments currently ongoing (Please list all below)
This includes credit cards, PCP/HP, unsecured loans, personal loans and any other monthly commitments.

Current Assets

	Current Value
Property
ISA's
Bank Savings
Shares
Other

Do you have a will?

YesNo
Where did you find us? (Please elaborate)

Declaration & Submit

By submitting this form you acknowledge that the information provided in this online fact find will be collected, processed, and stored securely by Stagg Mortgage Services, a mortgage advice company, in full compliance with the General Data Protection Regulation (GDPR) and applicable UK data protection laws. My personal and financial data will be held confidentially, not shared with any third parties without my explicit consent, and protected using industry-standard security measures to prevent unauthorized access. I understand that this information is used solely to assist in finding suitable mortgage options. I am aware that my home may be repossessed if I do not keep up repayments on my mortgage. As with all insurance policies, conditions and exclusions will apply. Stagg Mortgage Services is an Appointed Representative of Stonebridge Mortgage Solutions Ltd, which is authorised and regulated by the Financial Conduct Authority. Stagg Mortgage Services is entered on the Financial Services Register under firm number 1005117. Registered Address: 6 Dyche Lane, Dronfield, S18 3AB. Stonebridge is entered on the Financial Services Register (https://register.fca.org.uk/s/) under the reference registered number 454811. Stagg Mortgage Services LTD company number is 1512320. I acknowledge that I may have to pay an early repayment charge to my existing lender if I remortgage, and I have been advised to think carefully before securing other debts against my home. My home may be repossessed if I do not keep up repayments on my mortgage. My property may be repossessed if I do not keep up repayments on my mortgage. I understand that not all Buy to Let Mortgages are regulated by The Financial Conduct Authority."
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Stagg Mortgage Services

Additional Fact Find

Declaration & Submit