Please complete as many of the fields as possible, those marked with a * are required.

Personal details

Applicant one

Name *

Mr Mrs Miss Ms Dr Other

Date of Birth

- - (dd-mm-yyyy)

Marital Status

Single Married Cohabiting Engaged Separated Divorced Widowed

Nationality

Applicant two:

Name *

Mr Mrs Miss Ms Dr Other

Date of Birth

- - (dd-mm-yyyy)

Marital Status

Single Married Cohabiting Engaged Separated Divorced Widowed

Nationality

Contact details

Current address *

Current Postcode

Date moved there

- - (dd-mm-yyyy)

Email address *

Telephone Numbers *

(please tick the preffered contact method)

Applicant one:

Home:

Work:

Mobile:

Applicant two:

Home:

Work:

Mobile:

Residential Status

Current residential status

Owner Tenant Living with Parents/Friends

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

First Time Buyer Home Mover Remortgage Further Borrowing Remortgage + Further Borrowing Buy to Let Right to Buy Shared Ownership Self Build Foreign Mortgage

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
60 Castle Street - Salisbury