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MORTGAGE-PROJECT FACT FIND

Please complete this fact find electronically if possible and email to: [email protected]

This section for internal use.

AFC / Professional Associate:
Email:
Date:

1. Mortgage Form 2.Applicant Details

	First Applicant	Second Applicant
Title	M F	M F
Surname
First Name(s)
Previous Name(s)
Nationality
Date of Birth (dd/mm/yy)
Marital Status
Applicant Relationship
Dependents	No. Ages	No. Ages
Current Address
Postcode
Telephone Number
Mobile Number
Date moved in to current address
If at Current Address Less than Three Years Previous Address
Anticipated Changes to Circumstances,If yes Please Specify

Your home may be repossessed if you do not keep up repayments on your mortgage

3. Income Details

	First Applicant	Second Applicant
Occupation
Employment Status	Employed Self-Employed Director Shareholder Pensioner	Employed Self-Employed Director Shareholder Pensioner
Salaried Employment Please complete the Following
Is your job?	Full-Time Part-Time	Full-Time Part-Time
Employment Contract	Permanent Temporary	Permanent Temporary
Time in employment	Years	Years
Employed Basic Income	Rs	Rs
Guaranteed Additional (pa) -Overtime/Bonus etc.	Rs	Rs
Regular Additional (pa) -Overtime/Bonus etc.	Rs	Rs
Other Income (Please Specify)	Rs	Rs
Employers Address
Expected Retirement Age
Self-Employed Please complete the Following
Are Accounts Available	Yes No	Yes No
How many Years?
Net Profit Last Year	Rs	Rs
Previous Year	Rs	Rs
The Year Before That	Rs	Rs
Other Income (Please give amounts and details)

Your home may be repossessed if you do not keep up repayments on your mortgage

4. Existing Financial Commitments/Adverse Credit

First Applicant	Second Applicant
Purpose Monthly Current Balance	Purpose Monthly Current Balance
Unsecured Loans	Unsecured Loans





secured Loans	secured Loans

	First Applicant	Second Applicant
Any of the above loans to be added to mortgage?	Yes No	Yes No
Total Amount	Rs.
Any of the above loans in default or arrears	Yes No	Yes No
If Yes Please Detail(Loan and amount)
Ever had a mortgage or loan application refused?	Yes No	Yes No
Are there CCJ/IVA registered against you or your company?	Yes No	Yes No
Have you ever been bankrupt?	Yes No	Yes No
Have you ever had a property repossessed?	Yes No	Yes No

Your home may be repossessed if you do not keep up repayments on your mortgage

5.Current Residential Mortgage

	First Applicant	Second Applicant
Advised value
Current Lender
Mortgage Outstanding
Term Remaining	Years	Years
Monthly Payment	Rs.	Rs.
Capital Outstanding
Repayment Method	Interest Only Cap/Interest	Interest Only Cap/Interest
Interest Rate Type	Variable Capped Fixed Discounted Flexible Other	Variable Capped Fixed Discounted Flexible Other

Residential Mortgage Sections 6 and 7

Buy To Let Mortgage Section 8

Self-Build Mortgage Section 9

6. Residential Mortgage Refinance on Existing Property

Loan Required	Rs.
Preferred Repayment Method	Interest Only Cap/Interest
Preferred Interest Rate Type	Variable Capped Fixed Discounted Flexible Other
Plans for Refinance Monies

Your home may be repossessed if you do not keep up repayments on your mortgage

7. Residential Mortgage For Purchase Property 8. Buy to Let Required

Your home may be repossessed if you do not keep up repayments on your mortgage

9. Self-Build Mortgage Required 10. Declaration Do not sign this declaration unless you are entirely satisfied. If you have any questions or are not satisfied with any aspect, please ask for assistance before signing this document or any other mortgage form.

I/We agree that this fact find is a true record of my/our circumstances. I/We accept that this fact find relates only to mortgages and is not a fact find for investment advice regulated under the Financial Services and Markets Act. I/We confirm that the personal and confidential information provided by me/us can be disclosed by the firm for the purpose of arranging a Gap loan on my/our behalf and that I/We have read the completed fact find before signing below.

First Applicant Signature:

Date:

Second Applicant Signature:

Date:

Your home may be repossessed if you do not keep up repayments on your mortgage

What form of mortgage is being sought?	Residential Buy to Let Self-Build
Is the Mortgage for a Purchase?	Yes No
Is the Mortgage for a Re-finance?	Yes No

Purchase Price	Rs.
Loan Required	Rs.
Preferred Repayment Method	Interest Only Cap/Interest
Preferred Interest Rate Type	Variable Capped Fixed Discounted Flexible Other
Address
Postcode
Property Type	House Maisonette Bungalow Flat Secured Other
Construction Type
Age
Tenure	Freehold Leasehold
If Leasehold Remaining Lease	Years
Completion Date
Source of balance of funds
Is there any builder's discount?	Yes No

Purchase Price	Rs.
Advised Value	Rs.
Loan Required	Rs.
Address
Postcode
Property Type	House Maisonette Bungalow Flat Secured Other
Construction Type
Age
Date Signed Off (If New)
Date Registered (If New)
Tenure	Freehold Leasehold
If Leasehold Remaining Lease	Years
Is Property Lettable on Day 1	Yes No
Completion Date Required
Source of balance of funds
Is there any builder's discount?	Yes No
Is the Property Tenanted	Yes No
Advised Rental Yield	Per Month

Description of Site in its current state
Level of Client Contribution Available	Rs.
Land Advised Value	Rs.
Land Purchase Price	Rs.
Advised Build Costs	Rs.
Property Type On Completion	House Maisonette Barn Conversion Timber Frame Bungalow Other
Advised Completed Value	Rs.
Loan Required	Rs.
Address
Postcode
Title Number
Will Current Residence be Sold Before Loan is Required	Yes No
Do You Have a Builder Identified.	Yes No
Is This a Fixed Price Quote	Yes No