Please complete as many of the fields as possible, those marked with a * are required.
Personal details
Applicant one
Name *
Date of Birth
-
-
(dd-mm-yyyy)
Marital Status
Nationality
Applicant two:
Name *
Date of Birth
-
-
(dd-mm-yyyy)
Marital Status
Nationality
Contact details
Current address *
Current Postcode
Date moved there
-
-
(dd-mm-yyyy)
Email address *
Telephone Numbers *
(please tick the preferred contact method)
I consent to you contacting me
Yes
No
Applicant one:
Home:
Work:
Mobile:
Applicant two:
Home:
Work:
Mobile:
Residential Status
Current residential status
Current monthly mortgage/rent
£
House or Flat?
House
Flat
Valuation/Sale price
£
Income Details
Applicant one:
Employment status
Employed
Self Employed
Full Time
Part Time
Date employment started
-
-
(dd-mm-yyyy)
Job Title
Salary / Net Profit per annum
£
Do you have an accountant?
Yes
No (for self employed only)
Applicant two:
Employment status
Employed
Self Employed
Full Time
Part Time
Date employment started
-
-
(dd-mm-yyyy)
Job Title
Salary / Net Profit per annum
£
Do you have an accountant?
Yes
No (for self employed only)
Credit status
Applicant one:
Do you have any loans or credit cards with balances outstanding on them, that are not going to be cleared before the mortgage starts?
Yes
No
If yes...
Loan or credit card
Loan
Credit Card
Outstanding balance
£
Monthly payment
£
Applicant two :
Do you have any loans or credit cards with balances outstanding on them, that are not going to be cleared before the mortgage starts?
Yes
No
If yes...
Loan or credit card
Loan
Credit Card
Outstanding balance
£
Monthly payment
£
Mortgage Status
Applicant category
New purchase price
£
If First Time Buyer / Home Mover / Buy To Let / Right To Buy / Shared Ownership / Self Build / Foreign Mortgage...
How much Deposit do you have?
£
Does this include cost of moving / mortgage / solicitors / survey costs, or have you saved this separately ?
included
separate
If Remortgage....
Name of current lender
Outstanding amount
£
Term remaining
(years)
(months)
Current product & rate
Rate:
%
Any known penalties?
If Further Borrowing...
How much?
£
What for?
Summary
Is there anything else you feel that we need to be aware of to look at your new mortgage ?
What would you like out of your new mortgage (eg; cheaper rate, reduced term, offset, etc)?
Notes/Questions/Enquiry
Please send to -
Hart Financial Consultancy
40 Glenmore Business Park,
Telford Road,
Salisbury,
SP2 7GL
You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone
