• Personal Information
  • Employment and Income
  • Financial Details
  • Mortgage Details

Client 1

Title

Full Name

Sex

Date of Birth

Full Address

Have you lived here for more than 3 years?

If no, please provide previous full address

National Insurance number

Phone Number

Email

Resident in the UK?

Good Health?

Do you smoke?

Have you made a will?

Client 2 (if applicaple)

Title

Full Name

Sex

Date of Birth

Marital Status

Full Address

Have you lived here for more than 3 years?

If no, please provide previous full address

National Insurance number

Phone Number

Email

Resident in the UK

Good Health?

Do you smoke?

Have you made a will?

Name & age of dependants

Employment (Client 1)

Employment status

Name, address and telephone of employer

Job title

Time in continuous employement (Years/months)

Basic Annual income (£) (before tax)

Average Monthly Bonus/ Commission/ Overtime payments (£)

Any other monthly income (£)

Please confirm other income sources (Amounts & source)

Total Annual Income (£)

Monthly Income (£) (after tax)

Employment (Client 2)

Employment status

Name, address and telephone of employer

Job title

Time in continuous employement (Years/months)

Basic Annual income (£) (before tax)

Average Monthly Bonus/ Commission/ Overtime payments (£)

Any other income (£)

Please confirm other income sources (Amounts & source)

Total Annual Income (£)

Monthly Income (£) (after tax)

Self employed (please only answer if relevant)

Self employed type

Name and address of company

Nature of Business

Company registration number (if applicable)

Date started self employment?

Name and address of accountants.

What qualifications do your accountants hold?

Please confirm your last 3 years net profit figures.

Total Annual income (£)

Monthly Expenditure (per month)

Mortgage / Rent (£)

Electricity/ Gas / Water (£)

Phone / Internet / Mobile / TV (£)

Council Tax (£)

Household insurance (£)

Other insurance (£)

Loan/ Hire purchase (£)

Child Care (£)

School Fees (£)

Motoring Costs (£)

Public Transport (£)

Life assurance (£)

Regular savings/ Pensions (£)

Food & Clothing (£)

Cigarettes/ Alcohol (£)

Hobbies / Socialising (£)

Other (£)

All current mortgages (if applicable)

Which client has this mortgage?

Name of Lender

Account number

Date Mortgage started

Approximate outstanding balance (£)

Monthly payments (£)

What type of mortgage is it?

Is this mortgage to be retained?

Any missed payments?

If you have addtional mortgages, please provide more details below.

Other Credit arrangements

Total balance on Credit Cards (£)

Do you have intentions to pay this fully prior to any mortgage application?

Balance on Overdraft (£)

Any other outstanding credit arrangements?

Financial History

Have you ever been made bankrupt?

Have you had any CCJs/ Defaults?

Have you got an Arrears?

Have you ever had a repossesion?

Please give details of any adverse credit history.

Details of Property to be mortgaged

Full Address

Tenure of Property

if leasehold, how may years remaining (years)

Type of property

Number of bedrooms

Number of bathrooms

Number of reception rooms

Has the property got the following?

Number of floors

Is the property ex local authority/ housing assosiation

Is this a New build?

Details of Loan required

Amount of Loan requested (£)

Estimated Value of property (£)

Term of Loan required (£)

Purchase

Purchase Price (£)

Amount of deposit available (£)

Please give details of the source of your deposit (select all that apply)

is this a private sale?

Is the property being purchased from a family memebr ?

Are you a first time buyer?

Are you selling an existing property ?

Name, address & Telephone of Selling agents

Remortgage (Only)

Estimated Value of Porperty (£)

Original Purchase Price (£)

Date originally purchased

Amount Orignally borrowed (£)

Purpose of remortgage

Please give details of any Home imporvements/ Debt consolidation or capital raising

Any second charges ?

Who should we contact to arrange valuation?

Solicitors Details (if not receiving free legals)

Would you like us to arrange a solicitor of your behalf?

If no, please provide Company Name, Solictor Name, address and phone number

Insurance requirements

Do you currently have any of the following?

Please provide details of any policies to ensure you are still adequatly covered.

Would you like us to provide you with a House insurance quotation?

Where did you hear about us?