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Mortgage requirement

1. Number of applicants

Applicant 1

Title

Full legal name

Previous name(s), if applicable

Date of name change

Date of birth

Nationality

Marital status

Mobile number

Email address

Latest 3 years' address history

Current address

Date moved in

Still living here

Previous address 1

From

Till (moved out)

Previous address 2

From

Till (moved out)

Previous address 3

From

Till (moved out)

Previous address 4

From

Till (moved out)

UK residency status

How long have you lived in the UK?

Employment

Employed Self-employed

Employment status

Employer name

Job title

Employment start date

Basic annual salary

Regular overtime / shift allowance / commission

Do you have a second job? Yes No

Applicant 2

Title

Full legal name

Previous name(s), if applicable

Date of name change

Date of birth

Nationality

Marital status

Mobile number

Email address

Latest 3 years' address history

Current address

Date moved in

Still living here

Previous address 1

From

Till (moved out)

Previous address 2

From

Till (moved out)

Previous address 3

From

Till (moved out)

Previous address 4

From

Till (moved out)

UK residency status

How long have you lived in the UK?

Employment

Employed Self-employed

Employment status

Employer name

Job title

Employment start date

Basic annual salary

Regular overtime / shift allowance / commission

Do you have a second job? Yes No

Applicant 3

Title

Full legal name

Previous name(s), if applicable

Date of name change

Date of birth

Nationality

Marital status

Mobile number

Email address

Latest 3 years' address history

Current address

Date moved in

Still living here

Previous address 1

From

Till (moved out)

Previous address 2

From

Till (moved out)

Previous address 3

From

Till (moved out)

Previous address 4

From

Till (moved out)

UK residency status

How long have you lived in the UK?

Employment

Employed Self-employed

Employment status

Employer name

Job title

Employment start date

Basic annual salary

Regular overtime / shift allowance / commission

Do you have a second job? Yes No

Applicant 4

Title

Full legal name

Previous name(s), if applicable

Date of name change

Date of birth

Nationality

Marital status

Mobile number

Email address

Latest 3 years' address history

Current address

Date moved in

Still living here

Previous address 1

From

Till (moved out)

Previous address 2

From

Till (moved out)

Previous address 3

From

Till (moved out)

Previous address 4

From

Till (moved out)

UK residency status

How long have you lived in the UK?

Employment

Employed Self-employed

Employment status

Employer name

Job title

Employment start date

Basic annual salary

Regular overtime / shift allowance / commission

Do you have a second job? Yes No

2. Family & Dependants

Number of dependent children? Yes No

Any adult financial dependants? Yes No

5. Current Mortgage / Property

Do you currently own any property? Yes No

7. Credit Commitments

Loans

Credit cards

13. Protection

Do you currently have Life Insurance? Yes No

14. Details about the property you are going to purchase

Approx price you are looking for

How much deposit do you have?

Are you receiving any gift? Yes No

16. 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.

Initial Mortgage Assessment

Mortgage Questionnaire

Mortgage requirement

1. Number of applicants

Applicant 1

Latest 3 years' address history

UK residency status

Employment

Applicant 2

Latest 3 years' address history

UK residency status

Employment

Applicant 3

Latest 3 years' address history

UK residency status

Employment

Applicant 4

Latest 3 years' address history

UK residency status

Employment

2. Family & Dependants

5. Current Mortgage / Property

7. Credit Commitments

Loans

Credit cards

13. Protection

14. Details about the property you are going to purchase

16. Final Declaration