Mortgage Fact find form

Full Name (as Shown on Passport)

First Name

Middle Name(s)

Surname

Previous names plus Date changed

Maiden / Previous / Other Names

Date Changed

Date of birth

Marital Status

Children / financial dependants?

How Many

Full Names

Date of birth

Citizenship

Place of Birth

National insurance number

Contact Details

Telephone

Full Details - Must Cover past 3 Years

Purchased

Purchased From

Purchased To

owner

From

Current residential status

Renting Homeowner Living with family

Occupation

Employment Status

Employed or Self-Employed Company Details

Full Address and Postcode

If less than 6 Months - Previous Company Details

Company Name

Phone Number

Full Address and Postcode

Start Date

End Date

Annual Basic Income (Gross)

Bonuses

Bonus (£)

Guaranteed

Commissions

Commission (£)

Guaranteed

Monthly Basic Income (Net)

Monthly Net (£)

Retirement Age

Self Employed Only Your Accountant

Account Qualification

Accountant Name

Full Address and Postcode

Phone Number

Email Address

Salary plus Dividends

Annual Gross (£)

Net profits for last 3 years

Year 1 (£)

Year 2 (£)

Year 3 (£)

Monthly Financial Outgoings

Council Tax & utilities (£)

Food & clothing (£)

Loan/card payments (£)

Life/other insurances (£)

Pension (£)

Childcare/maintenance (£)

Transport Costs (e.g. Rail card/Fuel) (£)

Holidays (£)

Going out / social (£)

Savings (£)

Satellite / Cable TV (£)

Other (£)

Lender Name & Loan Type 1

Lender Name & Loan Type

Loan Amount (£)

Balance (£)

Monthly Payment (£)

Secured against property?

Applicant Name

Loan repayment dates

Lender Name & Loan Type 2

Lender Name & Loan Type

Loan Amount (£)

Balance (£)

Monthly Payment (£)

Secured against property?

Applicant Name

Loan repayment dates

Lender Name & Loan Type 3

Lender Name & Loan Type

Loan Amount (£)

Balance (£)

Monthly Payment (£)

Secured against property?

Applicant Name

Loan repayment dates

Buy to Lets / 2nd Homes (If over 2 please complete Property Portfolio document)

Lender Name & Mortgage Type 1

Lender Name & Mortgage Type

Balance (£)

Monthly Payment (£)

Rental Income (£)

Property Valuation (£)

Applicant Name

Lender Name & Mortgage Type 2

Lender Name & Mortgage Type

Balance (£)

Monthly Payment (£)

Rental Income (£)

Property Valuation (£)

Applicant Name

Asset Type 1

Asset Type

Value (£)

Monthly Payment (£)

Applicant Name

Asset Type 2

Asset Type

Value (£)

Monthly Payment (£)

Applicant Name

Lender Name & Mortgage Type 1

Balance (£)

Monthly Payment (£)

Property Valuation (£)

Lender Name & Mortgage Type 2

Balance (£)

Monthly Payment (£)

When Purchased

Property Valuation (£)

Property Being Mortgaged Details – Please provide as much detail as possible

Full Address & Postcode

Property details:

Property Type

No. of Bedrooms & Other rooms

Parking

Year Built

Construction

Flat Roof percentage

Flooding / Subsidence?

Freehold or Leasehold?

If Leasehold:

Years left on Lease

Ground rent & Service charge (£)

Current Mortgage Details

Lender Name & Mortgage Type

Balance (£)

Monthly Payment (£)

Property Value / Agreed Price & Deposit

Property Value (£)

Deposit (£)

Mortgage Type Preference (£)

Buy to Let Only ( £)

Conveyancing Solicitor’s details

No Solicitor? We can arrange this for you Ask for a Quote

Firm Name, Address and Postcode

Name of Case Handler

Telephone Number / Ext

Purchased Via

Contact Details

Full Name, Address and Postcode

Name of Case Handler / Agent Name / Developer / Private Owner

Email address

Telephone Number / Ext

Credit History – If you are unsure of your credit score – Go to www.Experian.co.uk and obtain your score

How would you rate your Credit Score

Any adverse credit history?

If Yes - Please Provide Details

Additional Notes or other things we should know Please summarise what you’re hoping to do

Full Name (as Shown on Passport)

Previous names plus Date changed

Children / financial dependants?

Contact Details

Full Details - Must Cover past 3 Years

Employed or Self-Employed Company Details

If less than 6 Months - Previous Company Details

Bonuses

Commissions

Monthly Basic Income (Net)

Self Employed Only Your Accountant

Salary plus Dividends

Net profits for last 3 years

Monthly Financial Outgoings

Lender Name & Loan Type 1

Lender Name & Loan Type 2

Lender Name & Loan Type 3

Buy to Lets / 2nd Homes (If over 2 please complete Property Portfolio document)

Lender Name & Mortgage Type 1

Lender Name & Mortgage Type 2

Asset Type 1

Asset Type 2

Property Being Mortgaged Details – Please provide as much detail as possible

Property details:

If Leasehold:

Current Mortgage Details

Property Value / Agreed Price & Deposit

Conveyancing Solicitor’s details

No Solicitor? We can arrange this for you Ask for a Quote

Contact Details

Credit History – If you are unsure of your credit score – Go to www.Experian.co.uk and obtain your score

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