Personal Details
  You Your Partner
Status?
First Name?
Surname?
Relationship_of_Partner_to_You
Number_&_Ages_of_Children?
Date_of_Birth?
Address?
Post Code?
Time_at_this_address_Yrs_&_Mths?
Previous_address(es)_for_last-3_ years?
Home_telephone?
Moblie_telephone?
State_best_time_to_contact_you?
Email_address?
Income
  You Your Partner
Employment_Status?
What_is_your_occupation:
Time_with_Current-Employer?
Previous_occupation_if_less_then 1yr?
If_self_employed_are_accounts_ available?
Basic_Annual_Income?

Overtime_Bonus_Commission_ _Guaranteed_?

Other_Sources_of Income_ie rental_alimony_child maintenance?

 

 

Total_Annual_Income_in_£

Is_you_partners_Income_or Expenditure_going_to_change significantly_in_the_future?

 
Credit History
  You Your Partner

Details_Previous_Credit_Problems?

 

ie been refused mortgage or loan application; defaults; bankruptcy; insolvency; arrears:

ie been refused mortgage or loan application; defaults; bankruptcy; insolvency; arrears:

Details_including_dates_amounts_ paid_or_unpaid?
Loans and Credit Cards
  You Your Partner
Outstanding_Loan_HP_ Payments_not_mortgage?

 
Loan_HP_Expiry_Date?
Credit_Cards?
Credit_Card_Balance_Outstanding?
Details of Property to be Purchased (or Remortgaged)
Reason_for_Mortgage?

Type_of_Property?

Address_of_Property_to_ Mortgage_incl_Post Code?

If flat_please_specific_(ie Number_of_floors_in_block_and which_floor)?
Approx_Year_Property_Built_if Known?
Is_the_property_of_Standard Construction_ie_brick_walls, tiled_slate_roof?

Mortgage Requirements
Purchase Price/Valuation of Property?
How much do you want to borrow?
Amount of Deposit (If applicable)?
State preferred Term of Mortgage?
Are you wanting to get a Mortgage on Existing Property
('ReMortgage'- If applicable to you give details below)
Existing_Mortgage_Outstanding?
Type_of_Mortgage_if_known_ie_ Fixed_Flexible_discounted_etc?
Term_of_Mortgage? years
Term_Remaining? years
Current_Lender?

Do_you_wish_to raise_additional _money_by_remortgaging_please _state_purpose_of_loan?

Are_there_any_penalties_if_you _transfer_or_repay_your_existing _mortgage_now?

Right-to-Buy
(Purchasing Council House - If applicable to you give details below )
How long have you been a council tenant?
Have you applied to the  council for your Right-to-Buy?:
If Yes, Date Applied:
Have you received an offer from the council?:

 

Customer Acceptance to Process Quote

I / We confirm that the information provided by me/us can be disclosed by the mortgage adviser for the purposes of arranging a mortgage and relevant credit check. And I / We agree to the Terms of Business.