Mortgage / Loan Fact Find Form - Home - Wills and Trusts ...



|QUICK MORTGAGE / LOAN FACT FIND FORM |

|Subject |Applicant 1 |Applicant 2 |

|Full Name | | |

|Date of Birth | | |

|Nationality | | |

| | | |

|Date moved to UK if not British | | |

|Marital Status | | |

|Current Address | | |

| | | |

|POSTCODE | | |

|Residential Status (Ie Owner, Tenant or living| | |

|with Parents) | | |

|Email Address | | |

|Date moved in at address | | |

|Home Telephone | | |

|Work Telephone | | |

|Mobile | | |

|Previous Address (if less than 3 yrs) at | | |

|current address and date moved in | | |

|Child / Dependant’s name and Date of Birth | |

|Do you require a life insurance quote, if yes | |

|for how much? | |

| |

|Employment & Income |

|Employment Status | | |

|Employer / Trading Name | | |

|Employer / Business Address | | |

|POSTCODE | | |

|Employer telephone number | | |

|Job Title | | |

|Date started Employment | | |

|N. I. Number | | |

|Annual Gross Earnings or NET Profit (if | | |

|self-employed) | | |

|Other Income (if any) we will require proof | | |

|Source of other Income | | |

|If self-employed, Accountant’s | | |

|Details | | |

|Accountant’s Telephone | | |

|Bank Name | | |

|Bank Address | | |

|Sort Code | | |

|Account number | | |

|Time with the Bank | | |

|Mortgage / Loan Requirements |

|Purchase Price (or Property Value if remortgaging) | |

|Loan Amount Required | |

|Mortgage Term (Years) | |

|A credit search will be performed by each lender we approach for an agreement | |

|in principle and by completing this form you agree to this. | |

| | |

|If you are not happy for this to be done please advise us the reason in this |Reason for decline of credit searching: |

|box | |

| | |

| | |

|Source of deposit | |

|Do you require a buildings insurance quote? | |

|Property Address |Type of House | |

| | | |

| | | |

| | | |

| | | |

| | | |

|POSTCODE | | |

| |Number of Bedrooms | |

| |Number of Floors | |

| |Number of Bathrooms | |

| |No. of Living Rooms | |

| |Garages | |

| |Tenure | |

| |Year of Built | |

| |Listed Building? | |

|If flat please confirm how many stories in the block | | |

|Additional Property Info (Very Important this is Completed) |Construction Type? | |

|If ex Local please confirm how many stories. |Is Property Ex Local? | |

|If studio or 1 bed flat internal & external measurements required |Internal & Ext Sq Mtr | |

| | | |

|Name and Date of Birth of anyone over the age of 17 who will reside in the property as| | |

|will need to arrange an occupiers consent form | | |

|Selling Agent’s & Company Name |Agent’s Address |Telephone |

| | | |

| | |Fax |

| | | |

| | |Mobile |

|Solicitor’s Name & Firm |Address |Telephone |

| | | |

|TBA | |Fax |

| |TBA | |

| | |Mobile |

|Solicitor’s DX Number | |

| |

|Commitments |

|Type (Credit card, Loan, HP) |Lender / Provider Name |Balance |£/Month |Time Left |

| | | | | |

| | | | | |

| | | | | |

| |

|Credit Check |

|Event |Date |Amount |Cleared |Date Cleared |

|CCJ | | | | |

|Default | | | | |

|Bankruptcy | | | | |

|Arrangement | | | | |

|Missed Payment | | | | |

|NOTES |

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|SECTION 3: HOME & MORTGAGE |

| | |APPLICANT 1 | | |APPLICANT 2 |

|Purpose of Loan | | | | | |

|Buyer Type | | | | | |

EXISTING MORTGAGE / PROPERTY

| | |APPLICANT 1 | | |APPLICANT 2 |

|Lender | | | | | |

|Mortgage Account Number | | | | | |

|Repayment Method | | | | | |

|Current Property Valuation | | | | | |

| |£ | | |£ | |

|Current outstanding Mortgage Amount | | | | | |

| |£ | | |£ | |

|Current Mortgage Start Date | | | | | |

|Product | | | | | |

|Rate | | | | | |

|Current Monthly Payment | | | | | |

| |£ | | |£ | |

|Early Redemption Costs | | | | | |

| |£ | | |£ | |

|Remaining Term | | | | | |

|Are you willing to pay penalties? |Yes No | |Yes No |

|Is your mortgage portable? |Yes No | |Yes No |

SECOND MORTGAGE/ PROPERTY DETAILS

| | |APPLICANT 1 | | |APPLICANT 2 |

|Lender | | | | | |

|Mortgage Account Number | | | | | |

|Repayment Method | | | | | |

|Current Property Valuation | | | | | |

| |£ | | |£ | |

|Current outstanding Mortgage Amount | | | | | |

| |£ | | |£ | |

|Current Mortgage Start Date | | | | | |

|Property Address | | | | | |

| | | | | | |

|Current Monthly Payment | | | | | |

| |£ | | |£ | |

|Redemption Penalty | | | | | |

| |£ | | |£ | |

|Rental Income | | | | | |

|Are you willing to pay penalties? |Yes No | |Yes No |

|Is your mortgage portable? |Yes No | |Yes No |

|NOTES | |

| |

| |

| |

|SECTION 3: HOME & MORTGAGE CONT.. |

THIRD MORTGAGE / PROPERTY

| | |APPLICANT 1 | | |APPLICANT 2 |

|Lender | | | | | |

|Mortgage Account Number | | | | | |

|Repayment Method | | | | | |

|Current Property Valuation | | | | | |

| |£ | | |£ | |

|Current outstanding Mortgage Amount | | | | | |

| |£ | | |£ | |

|Current Mortgage Start Date | | | | | |

|Property Address | | | | | |

| | | | | | |

|Current Monthly Payment | | | | | |

| |£ | | |£ | |

|Early Redemption Costs | | | | | |

| |£ | | |£ | |

|Rental Income | | | | | |

|Are you willing to pay penalties? |Yes No | |Yes No |

|Is your mortgage portable? |Yes No | |Yes No |

FOURTH MORTGAGE/ PROPERTY DETAILS

| | |APPLICANT 1 | | |APPLICANT 2 |

|Lender | | | | | |

|Mortgage Account Number | | | | | |

|Repayment Method | | | | | |

|Current Property Valuation | | | | | |

| |£ | | |£ | |

|Current outstanding Mortgage Amount | | | | | |

| |£ | | |£ | |

|Current Mortgage Start Date | | | | | |

|Property Address | | | | | |

| | | | | | |

|Current Monthly Payment | | | | | |

| |£ | | |£ | |

|Early Redemption Costs | | | | | |

| |£ | | |£ | |

|Rental Income | | | | | |

|Are you willing to pay penalties? |Yes No | |Yes No |

|Is your mortgage portable? |Yes No | |Yes No |

|NOTES | |

| |

| |

| |

|SECTION 3: HOME & MORTGAGE CONT.. |

FIFTH MORTGAGE / PROPERTY

| | |APPLICANT 1 | | |APPLICANT 2 |

|Lender | | | | | |

|Mortgage Account Number | | | | | |

|Repayment Method | | | | | |

|Current Property Valuation | | | | | |

| |£ | | |£ | |

|Current outstanding Mortgage Amount | | | | | |

| |£ | | |£ | |

|Current Mortgage Start Date | | | | | |

|Property Address | | | | | |

| | | | | | |

|Current Monthly Payment | | | | | |

| |£ | | |£ | |

|Early Redemption Costs | | | | | |

| |£ | | |£ | |

|Rental Income | | | | | |

|Are you willing to pay penalties? |Yes No | |Yes No |

|Is your mortgage portable? |Yes No | |Yes No |

SIXTH MORTGAGE/ PROPERTY DETAILS

| | |APPLICANT 1 | | |APPLICANT 2 |

|Lender | | | | | |

|Mortgage Account Number | | | | | |

|Repayment Method | | | | | |

|Current Property Valuation | | | | | |

| |£ | | |£ | |

|Current outstanding Mortgage Amount | | | | | |

| |£ | | |£ | |

|Current Mortgage Start Date | | | | | |

|Property Address | | | | | |

| | | | | | |

|Current Monthly Payment | | | | | |

| |£ | | |£ | |

|Early Redemption Costs | | | | | |

| |£ | | |£ | |

|Rental Income | | | | | |

|Are you willing to pay penalties? |Yes No | |Yes No |

|Is your mortgage portable? |Yes No | |Yes No |

|NOTES | |

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If you have further buy to let properties please provide all details as above for each property

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