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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