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?
Some required Fields are empty Please check the highlighted fields.
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