Confidential mortgage Application Form
Tick Checkbox for Joint Policy
personal DETAILS
1st applicant
Title
Mr
Mrs
Miss
Ms
Dr
First Name
Surname
Marital Status
Please select
Married
Single
Divorced
Widowed
Separated
Cohabiting
Date of Birth (dd/mm/yyyy)
Smoker?
yes
no
On Electoral Roll?
yes
no
Are you a UK Resident
yes
no
Number of Dependants
2nd applicant
Title
Mr
Mrs
Miss
Ms
Dr
First Name
Surname
Marital Status
Please select
Married
Single
Divorced
Widowed
Separated
Cohabiting
Date of Birth (dd/mm/yyyy)
Smoker?
yes
no
On Electoral Roll?
yes
no
Relationship to first applicant
Please Select
Husband
Wife
Partner
Other
If other, please specify
Contact details
Best phone contact number
Best time to call
9 - 12 a.m.
12 - 5 p.m.
5 - 9 p.m
E-mail address
Address
Postcode
Previous address if less than 3 years at the above
Address
Postcode
your employment details
1st applicant
Self Employed?
yes
no
National Insurance Number
Employer's Name
How long have you worked there?
Employer's Address
Your Occupation
Type of Employment
Please Select
Full Time
Part Time
Agency
Temp
2nd applicant
Self Employed?
yes
no
National Insurance Number
Employer's Name
How long have you worked there?
Employer's Address
Your Occupation
Type of Employment
Please Select
Full Time
Part Time
Agency
Temp
your income
If self employed, can you supply a letter from your accountant confirming income?
Please Select
Yes
No
How many years?
If yes,
Accountant's Name
Accountant's Address
Accountant's Tel. No.
Your gross annual income with overtime & bonus (if self employed net pre tax profit)
£
Your partner's gross income with overtime & bonus
£
your current outgoings
Approx. Amount Outstanding
Total Monthly Payments
Total Arrears (if any)
First Mortgage (including any further advances)
£
£
£
Second Mortgage / Secured Loan (if applicable)
£
£
£
Full Name of 1st Mortgage Lender
Mortgage A/c No.
Highest Mortgage Arrears in last 12 months
(if any)
When did it occur?
Full Name of 2nd Mortgage Lender
Mortgage A/c No.
Highest Mortgage Arrears in last 12 months
(if any)
When did it occur?
If the house was purchased or re-mortgaged within the last year, please provide, name, address and mortgage account number of previous lender
Name
Account No
Address
Total monthly repayments for other loans, hire purchase, credit cards etc.
£
mortgage details
Do you own a property?
yes
no
How many?
Mortgage amount required £
Value or price of property £
Purpose of Mortgage
Please Select
Purchase
Re-mortgage
Buy to let
Right to buy
Commercial
Other
If other, please specify
Are you a first time buyer ?
yes
no
Have you found a property ?
yes
no
Property Details
Type of Property
Please Select
Bungalow
Flat
Maisonette
Terraced
Semi
Detached
If a flat, how many floors?
Year Built
Garage?
Please Select
Yes
No
Number of Bedrooms
Number of Reception Rooms
Number of Bathrooms
Are there any penalties if you transfer or repay your existing mortgage now?
yes
no
credit history
Do you or your partner have any challenges to overcome?
Please Select
None
Defaults
CCJs
Been declared bankrupt
Fallen into arrears on a mortgage
comments / additional information
Please tick this box if you are a Broker / Solicitor / Introducer
Full Name *
Tel. No. *
E-mail *