Mortgage Advisor Details
 
Your email address:
Date:
Telephone Number:
Fax Number:
Advisor Name:
Mobile Number:
Company Name:

 

Mortgage Product Details
 
Purchase Buy to let Secured Loan
Remortgage Let to buy Commercial Mortgage
First Time Buyer        
Bridging Finance        
         
Property Details
House Flat    
Terrace Ex Council    
Maisonette        
           
If Flat, please state which floor and No. in block
  Floor   Ex Council Property
  No. in block   Multi Occupancy
 
Purchase Price:
Current Property Value:
Loan Requested:
Product Required:
If Remortgage - Purpose:
Credit Card Balances:
Existing annualised loan repayments:
 

Client Details

 
Client Applicant 1
Client Applicant 2
 
Title: Title:
Clients full name: Clients full name:
Date of Birth: Date of Birth:
 
Clients Address for last 3 years
Address 1:
Address 2:
Address 3:
Post Code: Post Code: Post Code:
Length of Residence: Y M Length of Residence: Y M Length of Residence: Y M
 
Was the property rented or mortgaged
Was the property rented or mortgaged
Was the property rented or mortgaged
     
Rented: Rented: Rented:
Mortgaged: Mortgaged: Mortgaged:
       
Mortgage arrears:
County Court Judgements / Defaults:

 

 

Client Employment Details First Applicant

 

Occupation Applicant 1

 

Length of service Applicant 1/How Long S/E

 

Years Months

Total Employed Income

£

If this consists of overtime/Bonus

£

Self Employed Income (Net Profits)

 

Is Accountant Chartered

 
     
Client Employment Details Second Applicant
 

Occupation Applicant 2

 

Length of service Applicant 2/How Long S/E

 

Years Months

Total Employed Income

£

If this consists of overtime/Bonus

£

Self Employed Income (Net Profits)

 

Is Accountant Chartered

 
     
Any other information
Do you have the applicant's verbal or signed authority in passing information to us? Yes No
And for us to carry out a credit search? Yes No

Please read our disclaimer below:

I am authorised to act as agent for and on behalf of all applicants in connection with this mortgage application. I confirm that I am acting within my authority and that I have obtained the verbal consent of each and every applicant so that in relation to the applicant(s) personal information you may:
·1 Search and/or disclose it to credit reference agencies, lenders and /or third parties provided they use it for the purpose of fraud prevention;
·2 Where a search and/or disclosure is to a credit reference agency, the applicants understand that records may be kept;
·3 Check it with a fraud prevention agency and if false or inaccurate information is provided, or you suspect fraud, this will be recorded;

I confirm that I have explained to the applicants that you and other organisations may use and search the records of fraud prevention agencies to help make decisions and credit related services, and/or on motor/household credit/life and other insurance proposals and claims for the applicants identity to prevent money laundering except where satisfactory proof of identity has been provided. The applicants understand that you may wish to obtain personal information, the accuracy of which is their responsibility in writing, by telephone, or in electronic form and agree that you may also obtain information about them from brokers and/or third parties together with credit reference agencies, in particular, but not limited to Experian, CAIS, Cifas, Equifax Europe, Insight and other associated companies. The applicants are also aware of their rights under the Data Protection Act 1998 that personal information will be recorded and the applicants have a right to obtain a copy on payment of a fee. The applicants understand that any telephone calls made may be recorded and monitored for security purposes.

Please note that any search / credit score carried out does not constitute a guarantee of mortgage offer. This will be subject to receipt of a full mortgage application and full underwriting including any necessary references.

By submitting this Decision in Principle Request Form you confirm that all the statements within this declaration are correct

Do you accept our Disclaimer? Yes No