Customer information to support your home…

Thank you for your enquiry. In order for us to progress your home finance requirements as quickly as possible, it is essential that we now obtain additional relevant information relating to your circumstances. Therefore, please complete and submit the form below and we will then arrange an appointment with one of our advisers.

The information you provide on this form will only be used initially for the purpose of contacting you to discuss your finance application and then subsequently for processing your finance application if you undertake our services. All personal data will be used in accordance with our privacy policy.

Please note that questions marked with an '*' must be completed. All questions should be completed to the best of your knowledge.

Your unique reference number* (This can be found in the email sent to you)

Are you looking for Home Finance or Buy-to-Let?*

Home Finance

Buy-to-Let

Will the finance application be made under an individual name or a limited company?*

Individual

Limited Company

Please note, anyone with 25% or more shareholding in the company is named on the application

How many applicants wish to apply?*

One

Two

Three or more

Please complete the details below for Applicants One and Two. Information relating to additional applicants will be requested at the next stage.

Applicant One - Personal Details

Title*

First Name*

Middle Name(s)

Surname*

Previous surname (if applicable)

Date of Birth*

Nationality*

Country of Residence*

Do you have permanent right to reside in the UK?*

Yes

If you answered No to the above question, please provide details of visa including type and expiry*

Current address*

Postcode*

Current residential status*

Month and Year moved into current address*

Previous address(es) if you have been at your current address for less than three years

Are you on the electoral roll at your current address?*

Yes

Email address*

Mobile telephone number*

Home telephone number

Relationship to other applicant*

Do you have any dependants?*

Yes

Number of dependants*

Age of dependant(s)*

Applicant One - Occupation Details

What is your primary employment status?* (Please choose Self-employed if you have more than a 25% shareholding in a business)

Employed

Self-employed

Other

Which of the following best describes your employment status?*

Permanent

Temporary

Contract

Other

Current employer*

Employer address*

Occupation / Job Title*

Current employment start date*

Are you in your probationary period?*

Expected retirement age*

Have you been with your current employer for more than one year?*

Yes

Previous Occupation / Job Title (where applicable)

Previous employer (where applicable)

Start and End date of previous employment (where applicable)

Applicant One - Income Details

Basic salary (£)*

Guaranteed additional annual income (Bonus / overtime / commission)

Non-Guaranteed additional annual income (Bonus / overtime / commission / allowances)

Other earned income (please specify)

What best describes your self-employed status?*

Sole trader

Partnership

Director of a Limited Company

Number of years accounts available*

Net profit for the latest tax year (£)*

Net profit for the previous tax year (£)*

Details of any other income (Pensions / rental / investment / state benefits / allowances)

Salary and Dividends from the latest tax year (£)*

Salary and Dividends from the previous tax year (£)*

Details of any other income (Pensions / rental / investment / state benefits / allowances)

What is your net monthly take home pay (After tax, national insurance and any other deductions) (£)*

Are you in receipt of an income?*

Yes

Income type(s) (eg. Pension, Benefits)*

Annual amount (£)*

Applicant One - Credit History

Have you ever had any adverse credit issues or mortgage / finance / loan refused?*

Yes

Have you ever had a Mortgage / Finance or a loan application refused?*

Yes

Have you ever had a judgment for debt or a loan default registered against you?*

Yes

Have you ever been declared bankrupt or made an arrangement with your creditors?*

Yes

Have you ever failed to keep up your payments under any previous or current Mortgage / Finance, rental or loan agreement?*

Yes

If you answered ‘Yes’ to any of the above, please enter details in the notes section below*

Applicant Two - Personal Details

Title*

First Name*

Middle Name(s)

Surname*

Previous surname (if applicable)

Date of Birth*

Nationality*

Country of Residence*

Do you have permanent right to reside in the UK?*

Yes

If you answered No to the above question, please provide details of visa including type and expiry*

Current address*

Postcode*

Current residential status*

Month and Year moved into current address*

Previous address(es) if you have been at your current address for less than three years*

Are you on the electoral roll at your current address?*

Yes

Email address*

Mobile telephone number*

Home telephone number

Relationship to other applicant*

Do you have any dependants*

Yes

Number of dependants*

Age of dependant(s)*

Applicant Two - Occupation Details

What is your primary employment status?* (Please choose Self-employed if you have more than a 25% shareholding in a business)

Employed

Self-employed

Other

Which of the following best describes your employment status?*

Permanent

Temporary

Contract

Other

Current employer*

Employer address*

Occupation / Job Title*

Current employment start date*

Are you in your probationary period?*

Expected retirement age*

Have you been with your current employer for more than one year?*

Yes

Previous Occupation / Job Title (where applicable)

Previous employer (where applicable)

Start and End date of previous employment (where applicable)

Applicant Two - Income Details

Basic salary (£)*

Guaranteed additional annual income (Bonus / overtime / commission)

Non-Guaranteed additional annual income (Bonus / overtime / commission / allowances)

Other earned income (please specify)

What best describes your self-employed status?*

Sole trader

Partnership

Director of a Limited Company

Number of years accounts available*

Net profit for the latest tax year (£)*

Net profit for the previous tax year (£)*

Details of any other income (Pensions / rental / investment / state benefits / allowances)

Salary and Dividends from the latest tax year (£)*

Salary and Dividends from the previous tax year (£)*

Details of any other income (Pensions / rental / investment / state benefits / allowances)

What is your net monthly take home pay (after tax, national insurance and any other deductions) (£)*

Are you in receipt of an income?*

Yes

Income type(s) (eg. Pension, Benefits)*

Annual amount (£)*

Applicant Two - Credit History

Have you ever had any adverse credit issues or mortgage / finance / loan refused?*

Yes

Have you ever had a Mortgage / Finance or a loan application refused?*

Yes

Have you ever had a judgment for debt or a loan default registered against you?*

Yes

Have you ever been declared bankrupt or made an arrangement with your creditors?*

Yes

Have you ever failed to keep up your payments under any previous or current Mortgage / Finance, rental or loan agreement?*

Yes

If you answered ‘Yes’ to any of the above, please enter details in the notes section below*

Current Mortgage / Finance Details (where applicable)

Lender / Finance provider

Owner of the Property

Amount of Mortgage / Finance outstanding (£)

Term remaining (Years)

Is your current arrangement a Buy-to-Let Mortgage / Finance?

Yes

Current Mortgage interest rate / Finance rental rate

Monthly Mortgage / Finance payment

Current Mortgage / Finance product type

When does your current Mortgage / Finance product term end?

Are there any penalties if you transfer or repay your existing Mortgage / Finance now?

Yes

How much is the penalty?

What is the end date of the Early Repayment Charge?

Are you prepared to pay this penalty if you transfer / repay your current Mortgage / Finance?

Yes

Current payment method

How do you intend to repay the capital?

Do you want to continue using this payment method for any new Finance arrangement?

Details of property to be financed

Purpose of finance*

Property purchase

Refinance

What is the purchase price?*

What is the value of the property?*

How much finance do you require? (£)*

Preferred finance term? (Years)*

Are you a First Time Buyer? (i.e. Never owned property or been named on a Mortgage / Home Finance in the UK or elsewhere before)*

Yes

What is the expected monthly rental income? (£)*

Your deposit

How much deposit do you have available to complete this transaction?*

What is the source of your available funds?*

If the deposit is a gift, who will be gifting the deposit?

Will this be the only property you own?*

Yes

Will this be your main residence?*

Yes

Do you have a Mortgage / Finance on the other property(s)?*

Yes

Do you intend to clear any of these other Mortgages / Finance?*

Yes

Financial Commitments

Please provide details on all financial commitments such as credit cards, loans, store cards, hire purchase or student loans. Applicable to all applicants.

Financial Commitment 1

Type

Provider

Outstanding balance

Monthly payment

Term remaining

Does this apply to Applicant 1, Applicant 2 or Both?

Add another Financial Commitment?

Yes

Financial Commitment 2

Type*

Provider*

Outstanding balance*

Monthly payment*

Term remaining*

Does this apply to Applicant 1, Applicant 2 or Both?*

Add another Financial Commitment?

Yes

Financial Commitment 3

Type*

Provider*

Outstanding balance*

Monthly payment*

Term remaining*

Does this apply to Applicant 1, Applicant 2 or Both?*

Add another Financial Commitment?

Yes

Financial Commitment 4

Type*

Provider*

Outstanding balance*

Monthly payment*

Term remaining*

Does this apply to Applicant 1, Applicant 2 or Both?*

Add another Financial Commitment?

Yes

Please provide a summary of all other Financial Commitments*

Budget Planner

Please provide the monthly totals for all applicants. We will be unable to proceed without this information.

Current Finance / Mortgage (£)

Current rent (£)

Hire purchase (£)

Other loans (£)

Credit / Store cards (£)

Maintenance for dependants (£)

Educational fees / Childcare (£)

What is your preferred monthly budget for the new home finance payments? (£)*

Additional information

If there is further information that you would like to provide that your adviser may find useful, please use the space below

The information you provide on this form will only be used initially for the purpose of contacting you to discuss your finance application and then subsequently for processing your finance application if you then undertake our services. All personal data will be used in accordance with our privacy policy.