Get Started

Get Started Form

Applicant 1

Title

Full legal name

Previous names, if applicable

Date of name change

Date of birth

Nationality

Marital status

Mobile number

Email address

Latest 3 Years Address History

Current Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Date moved in

Do you have a previous address within the last 3 years?

Yes

Previous Address 1

Address Line 1

Address Line 2

City

State

Zip Code

Country

Date moved in

Date moved out

Do you have another previous address within the last 3 years?

Yes

Previous Address 2

Address Line 1

Address Line 2

City

State

Zip Code

Country

Date moved in

Date moved out

Do you have another previous address within the last 3 years?

Yes

Previous Address 3

Address Line 1

Address Line 2

City

State

Zip Code

Country

Date moved in

Date moved out

Do you have another previous address within the last 3 years?

Yes

Previous Address 4

Address Line 1

Address Line 2

City

State

Zip Code

Country

Date moved in

Date moved out

UK Residency Status

UK residency status

British/Irish citizen

Indefinite Leave to Remain / Settled Status / PR

Visa

Other

How many years have you lived in the UK?

Visa type

Visa expiry date

Family & Dependants

Child 1 Name

Child 1 Date of Birth

Child 2 Name

Child 2 Date of Birth

Child 3 Name

Child 3 Date of Birth

Child 4 Name

Child 4 Date of Birth

Adult Dependent 1 Name

Adult Dependent 1 DOB

Adult Dependent 2 Name

Adult Dependent 2 DOB

Adult Dependent 3 Name

Adult Dependent 3 DOB

Adult Dependent 4 Name

Adult Dependent 4 DOB

Employment

Are you employed or self-employed?

Employed

Self-Employed

Employment status

Job title

Basic annual salary

Employer name

Employment start date

Regular overtime / shift allowance / Commission

Are you:

Trading start date

Latest year income/profit

Accountant's name/contact details

Business/company name

Percentage shareholding

Previous year income/profit

How many years of accounts are available?

Second Job

Do you have a second job?

Yes

Are you employed or self-employed?

Employed

Self-Employed

Employment status

Job title

Basic annual salary

Employer name

Employment start date

Regular overtime / shift allowance / Commission

Are you:

Trading start date

Latest year income/profit

Accountant's name/contact details

Business/company name

Percentage shareholding

Previous year income/profit

How many years of accounts are available?

Current Mortgage / Property

Do you currently own any property?

Yes

Current property address

Current mortgage balance

Monthly mortgage payment

Is your mortgage:

Fixed

Tracker

Variable

Fixed-rate expiry date

Is there an Early Repayment Charge?

Yes

Estimated property value

Current interest rate

Current lender

Are you planning to:

Sell the property

Keep it

Let it out

(2)Do you have another property/mortgage?

Yes

Current property address

Current mortgage balance

Monthly mortgage payment

Is your mortgage:

Fixed

Tracker

Variable

Fixed-rate expiry date

Is there an Early Repayment Charge?

Yes

Estimated property value

Current interest rate

Current lender

Are you planning to:

Sell the property

Keep it

Let it out

(3)Do you have another property/mortgage?

Yes

Current property address

Current mortgage balance

Monthly mortgage payment

Is your mortgage:

Fixed

Tracker

Variable

Fixed-rate expiry date

Is there an Early Repayment Charge?

Yes

Estimated property value

Current interest rate

Current lender

Are you planning to:

Sell the property

Keep it

Let it out

Credit Commitments

Do you have any loans?

Yes

Lender

Monthly payment

Outstanding balance

Remaining term

(2)Do you have any other loans?

Yes

Lender

Monthly payment

Outstanding balance

Remaining term

(3)Do you have any other loans?

Yes

Lender

Monthly payment

Outstanding balance

Remaining term

Do you have any credit cards?

Yes

Provider

Credit limit

Current balance

Monthly payment

(2)Do you have any credit cards?

Yes

Provider

Credit limit

Current balance

Monthly payment

(3)Do you have any credit cards?

Yes

Provider

Credit limit

Current balance

Monthly payment

Protection

Do you currently have Life Insurance?

Yes

Details About the Property You Are Going to Purchase

Approximate purchase price

Are you receiving any gift towards your deposit?

Yes

How much deposit do you have?

Final Declaration

I confirm that, to the best of my knowledge, the information provided in this questionnaire is complete and accurate. I understand that this information will be used to assess my mortgage requirements and to provide mortgage advice.

I agree to inform my adviser if there are any changes to my circumstances before completion of the mortgage.

Declaration

I confirm that the information I have provided is complete and accurate and I agree to the declaration above.

Important Information

• Please be aware that we require 6 months of bank statements
as proof of your deposit.

• If you are accepting a gifted deposit, it must be from an
acceptable person and source.

• You will also require a solicitor to complete the house
purchase process. If you don't know any solicitors, we can
refer one.

• If you are looking for mortgage protection/life insurance,
we can discuss this in detail.

• Please contact your adviser immediately once you finalize
a property.

+44 7469 470007

01684 649001

anish@easemortgages.co.uk

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Initial Mortgage Assessment

Applicant 1

UK Residency Status

Family & Dependants

Employment

Second Job

Current Mortgage / Property

Credit Commitments

Protection

Details About the Property You Are Going to Purchase

Final Declaration

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01684 649001

+44 7469 470007

anish@easemortgages.co.uk