Mortgage Questionnaire

What is your full name?

Please select your title

Have you ever had any other names?

Please enter the other name(s) if applicable

What is your date of birth

Please select your marital status

Please enter your nationality

What date did you move into your current property?

Thanks, what is your postcode?

What is your door number?

Have you moved home in the last 3 years?

What's the postcode of your previous address?

What is the door number?

What date did you move into your previous property?

What is your phone number?

Please enter your email address

Do you smoke?

What type of mortgage application is this?

Do you have any dependents?

How many dependents do you have?

What is/are their name(s)?

Please enter the date of birth(s)

Are you employed, or self-employed?

What is your gross annual income?

Please tell us your job title?

What is your national insurance number?

What is your accountants name and address?

What is your employers name?

When did you start this job?

Have you had a different job in the last 3 years?

What was that job role?

Do you receive a bonus?

What is the amount?

Do you receive commission?

What is the amount?

What are your sick pay details?

What is your anticipated retirement age?

Do you receive any other annual income? e.g benefits?

Please leave details of them

What is your guaranteed take home monthly pay?

Do you have any finance agreements?

Please select whichever apply

What companies are these with?

What is your outstanding balance?

Please tell us your reason for borrowing

What is / are your monthly payment(s)?

Do you currently have a mortgage?

Please give us the address of your current mortgage?

Who is the lender?

What is your mortgage accountant number?

What is the outstanding balance on your mortgage?

What is the interest rate?

What type of mortgage is it?

When did this mortgage start?

What is the monthly payment?

How long remains on the mortgage term?

What is the current value of the property?

Do you have any CCJ's or Defaults?

Please provide as much detail as possible

Do you have an existing protection policy

Please provide us with the following details: Type of Policy, Cover Amount, Provider & Term

This step is about your expenditure per month, if you are a first time buyer, please enter your anticipated costs.

Mortgage

Gas & Electric

Water

Council Tax

Home Insurance

TV & Internet

Mobile Phone

Credit Card/ Loan

Hire Purchase/ Car Finance

Petrol

Protection Policies

Child Care

Food

Clothing

Cigarettes/ Alcohol

Hobbies

Savings

Amount willing to commit

This final section is about your product requirements.

What is the postcode of the address that requires the mortgage?

What's the street name?

And the door number?

What is the property valuation?

How much deposit do you have?

What is the total mortgage required?

What is the source of your deposit?

What mortgage term do you require?

What is the property type?

How many bedrooms does it have?

What are the parking details? Garage, driveway etc...

Please provide us with the company name, contact name and contact number for your estate agent

And finally, do you have a solicitor?

Please provide us with the company name, contact name and contact number for your estate agent

Mortgage Questionnaire

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