Documents Upload

Documents & ID Proof Upload

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Passport

Click or drag files to this area to upload. You can upload up to 5 files.

Bank Statement

Click or drag files to this area to upload. You can upload up to 5 files.

Driving License

Click or drag files to this area to upload. You can upload up to 5 files.

3 months payslips, 2 years P60’s or SA302 if self employed

Click or drag files to this area to upload. You can upload up to 5 files.

Property Loan Fact Find

This will take approximately 20 minutes to complete, you will be asked to upload proof of address and id and other documents, please ensure these are on your phone or laptop while applying.

Protection Fact Find

If you want to apply only for protection products, Please click the link below.

Apply for Protection Products

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Property Loan Fact Find

Date Complete

Contact Details

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Email *

Title

Full Name

First

Middle

Last

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Date of Birth

Nationality

Place of Birth

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Permanent Right to Reside?

Marital Status

Single
Married
Divorced

How long have you been married?

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Has Name Changed in Last 3 Years

Previous Name

Number Of Dependents

Are you a Smoker

Will You Be Residing In The Property

Currenct Status

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Current Living

Living with Parents
Renting
Home Owner
Other

Current Living Status (Other)

Current Residential Address

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Current Residence Date Moved In

Select the date you moved into your current residence.

Previous Address (If less than 3 years ago)

Provide previous address and your residential status. i.e Home Owner, Renting etc.

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Date Moved In (Previous Residence)

If your moved in less than 3 years ago, select the date you moved into the last place.

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Current Resident Types Of Property

Landlord Name, Address & Tel No.

If you are currently renting, Fill in the landlord details.

Are you on the electoral roll?

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Have you sought advice or submitted an application elsewhere prior to coming to me?

Would you like to speak to someone regarding your Investments or Pensions?

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Are you a member of a workplace pension?

Workplace pension details

Provide details such as retirement age, expected pension income and pension lump pot size.

Do You have a private pension in place?

Private pension details

Provide details such as retirement age, expected pension income and pension lump pot size.

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Current Occupation

Current Employment Status *

Employed
Self Employed
Both

Date commenced current employment/self-employment

Select the date commenced current employment

Types of Business

Contract Type

Are you in a probationary period?

Until what date is the probationary period?

Select the date on which your probationary period will be ended.

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Employer Name

Self Employed Details Occupation

Self Employed Telephone Number

Accountants Details (If applicable)

Provide Name, Address,Telephone Number of the accountants.

Employer Address

Self Employed Business Address

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Total Annual Income

Including Gross Income, Basic Income, Regular Bonus/Overtime.

Preferred Retirement Age

Enter Preferred Retirement Age

How long with current bank

Any planned changes to circumstances?

Net Monthly Income

Provide Net monthly income.

Bank Account Details

Enter Account Number and the Sort Code

National Insurance No

Statement Of Assets & Liabilities

Property Owned

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Address of Property

Value of Property

Interest Rate ( % )

Mortgage Term Remaining

Purchase Date

Do you have another Property?

Name of lender

Amount Outstanding

Monthly Repayment

Monthly Rental Income

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Address of Property # 2

Value of Property # 2

Interest Rate ( % ) # 2

Term Remaining # 2

Purchase Date # 2

Credit Cards/Store Cards

Name of lender # 2

Amount Outstanding # 2

Monthly Repayment # 2

Monthly Rental Income # 2

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Name Of Provider

Monthly Repayment

Interest Rate / APR%

Do you have another Credit / Store Card

Amount Outstanding

Term Remaining

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Name Of Provider # 2

Monthly Repayment # 2

Interest Rate / APR% # 2

Loans/Credit Commitments/HP

Amount Outstanding # 2

Term Remaining # 2

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Name Of Lender - Loan/Credit Commitments/HP

Monthly Repayment

Interest Rate / APR%

Do you have another Loan/Credit Commitments/HP

Amount Outstanding

Term Remaining

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Name Of Lender # 2 - Loan/Credit Commitments/HP

Monthly Repayment # 2

Interest Rate / APR% # 2

Amount Outstanding # 2

Term Remaining # 2

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Student Loans

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Lender for School Loans

Monthly Repayment

Amount Outstanding

Adverse Credit?

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CCJs

Missed Payments

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Arrears

Bankruptcy

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Repossessions

IVA's

IVA's Details

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SHARED OWNERSHIP CASES ONLY

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Have you ever been on or party to a mortgage in the past?

Even if you are not on one now, If this was in the last 12 months please provide details

Mortgage/Rent

Enter the amount of Mortgage or Rent.

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Council Tax

Water

Gas

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Electricity

TV Licence

TV Cable / Sky

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Phone – landline

Phone Mobile

Petrol

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Car Insurance

Bus / Train

Road Tax

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Car Loan

Food

Clothing

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Discretionary Spending

Credit Card Payments

Pension Contributions

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Loan Repayments

Protection Contributions

Investment Contributions

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Total Expenditure

Purchase price or current value

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Type of Loans

Purchase
Remortgage
BTL
Help To Buy
Shared Ownership
Commercial Loan
Bridging Loan
Development Loan

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Date of Purchase

Loan Required

Deposit Amount (if applicable)

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Source of Deposit / ( How acquired )

Terms ( Number Of Years )

Terms Applicable

Payment
Interest Only

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Buy to let expected rental income ( £ )

New property address (if applicable)

Is property purpose built or converted?

Purpose Built
Converted

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Type of property

No. of bedrooms

No. of bathrooms

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No. of reception Rooms

Parking

Year Built

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Leasehold / Freeholds Leasehold Years Remaining?

Per Annum

Ground Rent

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Council Tax

Service Charge

Shared Ownership Rent

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Do you have a solicitor in mind that you wish to use?

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Solicitor Name

Solicitor Email *

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Telephone Number

Name of Person Acting

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Address

Name of Estate Agents purchasing from (if applicable) and contact details

Are you happy for us to recommend one for you?

We will require the following documents and will not be able to proceed with placing an application to obtain your Mortgage Offer unless these items are provided

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