Personal Fact Find

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

Client 1

Sex

Have you lived here for more than 3 years?

Resident in the UK?

Good Health?

Do you smoke?

Have you made a will?

Client 2 (if applicaple)

Sex

Have you lived here for more than 3 years?

Resident in the UK

Good Health?

Do you smoke?

Have you made a will?

Employment (Client 1)

Employment (Client 2)

Self employed (please only answer if relevant)

Monthly Expenditure (per month)

All current mortgages (if applicable)

Is this mortgage to be retained?

Other Credit arrangements

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

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?

Details of Property to be mortgaged

Tenure of Property

Type of property

Has the property got the following?

Is this a New build?

Details of Loan required

Purchase

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 ?

Remortgage (Only)

Purpose of remortgage

Any second charges ?

Solicitors Details (if not receiving free legals)

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

Insurance requirements

Do you currently have any of the following?

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

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