123456789101112131/13Buy to let Fact Find This form will help us recommend a product that fits within your needs and future plans. It only takes a few minutes to complete but is an important part of the application process. Applicant Type Individual/sCompany Number of Individuals/Directors OneTwoThreeFour Second Applicant Third Applicant Fourth Applicant Buyer Type RemortgagePurchaseSecured Loan Current Mortgage Balance £ Current Mortgage Payment £ Over how many years do you want to repay (Maximum term 40 years) Next Applicant/s Info Applicant 1 - Residential status HomeownerTenant Property value £ Mortgage balance £ Second Applicant Applicant 2 - Residential Status HomeownerTenant Property value £ Mortgage balance £ Third Applicant Applicant 3 - Residential Status HomeownerTenant Property value £ Mortgage balance £ Fourth Applicant Applicant 4 - Residential Status HomeownerTenant Property value Mortgage balance BackNext Applicant/s Contact Info Applicant 1 - Nationality —Please choose an option—BritishOther Applicant 1 - Marital Status SingleMarried/Civil partnershipCo-habitingDivorcedSeparatedWidowed Second Applicant Applicant 2 - Nationality —Please choose an option—BritishOther Applicant 2 - Marital Status SingleMarried/Civil partnershipCo-habitingDivorcedSeparatedWidowed Third Applicant Applicant 3 - Nationality —Please choose an option—BritishOther Applicant 3 - Marital Status SingleMarried/Civil partnershipCo-habitingDivorcedSeparatedWidowed Fourth Applicant Applicant 4 - Nationality —Please choose an option—BritishOther Applicant 4 - Marital Status SingleMarried/Civil partnershipCo-habitingDivorcedSeparatedWidowed BackNext About the property What type of property is it? HouseFlatMaisonetteOther What type of house? —Please choose an option—DetachedSemi-detachedTerraceEnd TerraceCottageBungalow What type of flat? —Please choose an option—Purpose BuiltConvertedStudioOver commercial premises How many floors in building? What floor is the flat on? Please specify: Is the property Ex council? YesNo Are the Tenants Related to any applicant? YesNo Estimated / Current Monthly Rent £ Any applicant ever lived in the property? YesNo BackNext Property Construction Standard construction YesNo How many bedrooms Property Tenure FreeholdLeaseholdUnsure Do you pay ground rent/service charge on the property? YesNo How much a month? £ Property Use Single Buy to letHMOOther Listed Building YesNo New Build YesNo BackNext Employment details Applicant 1 - Employment Status EmployedSelf employedRetiredNot working Permanent employedTemporary employedAgency Have you been with your employer for more than 3 years? YesNo Employers Name Sole traderLTD company DirectorContractor Have you been trading for more than 3 yrs? YesNo Company Name Annual Income £ Applicant 2 - Employment Status EmployedSelf employedRetiredNot working Permanent employedTemporary employedAgency Have you been with your employer for more than 3 years? YesNo Employers Name Sole traderLTD company DirectorContractor Have you been trading for more than 3 yrs? YesNo Company Name Annual Income £ Applicant 3 - Employment Status EmployedSelf employedRetiredNot working Permanent employedTemporary employedAgency Have you been with your employer for more than 3 years? YesNo Employers Name Sole traderLTD company DirectorContractor Have you been trading for more than 3 yrs? YesNo Company Name Annual Income £ Applicant 4 - Employment Status EmployedSelf employedRetiredNot working Permanent employedTemporary employedAgency Have you been with your employer for more than 3 years? YesNo Employers Name Sole traderLTD company DirectorContractor Have you been trading for more than 3 yrs? YesNo Company Name Annual Income £ BackNext Your Needs / Concerns Does the potential of interest rates changing concern you? YesNo What are you main concerns with a rate change? How long do you want your mortgage deal for? (E.g., 2-year fixed deal or 5-year fixed deal) 2 years3 years5 years10 years What payment type do you want? RepaymentInterest only How would you settle the mortgage in future Sale of PropertyInvestmentSavingsOther Do you prefer a fixed interest rate or one that tracks the Bank of England base rate? Fixed rateTracker Why would you like a fixed rate? Do you want to overpay by more than 10% a year on your mortgage? YesNo Why would you like this option Is it important for you to have an option to repay the balance early? YesNo Why would you like this option? Is the speed of funding important to you? YesNo Why do you need to complete As soon as possible? BackNext Property Owners Property owned by Private Individual/sCompany Has the company been Established YesNo Company Registration No. Percent (%) owned by each individual Applicant 1: Applicant 2: Applicant 3: Applicant 4: Does the Company have an accountant? YesNo BackNext Your Credit Profile In the last 3 years, has any applicant had any secured or unsecured arrears, CCJ's, or defaults? YesNo Has any applicant been declared bankrupt, entered into an IVA or debt relief order within the last 6 years or still have an outstanding bankruptcy restriction order? YesNo Any applicant currently in a Debt Management Plan YesNo Any applicant currently in an IVA YesNo BackNext Other investment properties Do the applicants / company involved own any other property YesNo How Many properties? How many properties have mortgages? Estimated Valuation of all Property/s £ Total Monthly Rent on all Property/s £ Total Monthly Mortgage Payment on all Property/s £ BackNext Solicitors details Do you have a preferred firm of solicitor you would like to use YesNo BackNext About your new mortgage? What budget do you have in mind for your monthly mortgage payments? £ What is the reason for this figure If we can come in under budget, would you like to reduce your overall mortgage term or pay less each month? Reduce termPay less If there are fees associated to the mortgage, how would you prefer to handle them? Add them to the loanPay them up front BackNext Final Step Thank you for taking time to complete the form. You can review your answers by clicking BACK button. Or click SUBMIT if you're ready to send the form. Back
