12345678910111213141/14Our 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. Marital Status —Please choose an option—SingleMarried/Civil partnershipCo-habitingDivorcedSeparatedWidowed Please confirm the number of applicants OneTwo Loan Purpose —Please choose an option—Home ImprovementsDebt consolidationHome Improvements and Debt consolidationBuy another propertyBusiness purposeWeddingDivorceOther Has you current mortgage deal ended YesNoUnsure Next About You Applicant 1 - Current Age Applicant 2 - Current Age Applicant 1 - Planned Retirement Age Applicant 2 - Planned Retirement Age Applicant 1 - Nationality —Please choose an option—BritishOther Applicant 2 - Nationality —Please choose an option—BritishOther BackNext About your household Do you have any dependents under the age of 18 YesNo How many children do you have —Please choose an option—123456789 Please confirm the age of your child Please confirm the age of each child Please confirm the age of each child Please confirm the age of each child Please confirm the age of each child Please confirm the age of each child Please confirm the age of each child Please confirm the age of each child Please confirm the age of each child Do you have any of childcare / school fee cost YesNo Monthly amount £ 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 premisesBuilding has more than 10 storeys Please specify: Is the property Ex council? YesNo BackNext Property Construction Standard construction YesNo How many bedrooms What year did you buy the property? Do you pay service charge for you home? YesNo How much a month £ BackNext Employment details Employment Status Applicant 1 - Employment Status —Please choose an option—EmployedSelf employedRetiredNot working Permanent employedTemporary employedAgency Sole traderLTD company DirectorContractor Applicant 2 - Employment Status —Please choose an option—EmployedSelf employedRetiredNot working Permanent employedTemporary employedAgency Sole traderLTD company DirectorContractor BackNext Your Needs / Concerns Does the potential of interest rates changing concern you? YesNo What are you main concerns with a rate change? Do you want your monthly outgoings to be fixed? YesNo Why would you like a fixed rate? Is the speed of funding important to you? YesNo Why do you need to complete As soon as possible? Is it currently more important to minimise your monthly outgoings or to repay the debts in the shortest time possible (for example to have the longest term possible or an interest only option)? Is it important for you to have an option to repay the balance early? YesNo Why would you like this option? Is it important for you to make over payments? YesNo Why would you like this option? BackNext Your future plans Are you planning to move in the next 5 years YesNo Are you expecting your income to significantly change? YesNo How will your income change? Are you expecting your outgoings to significantly change? YesNo How will your outgoing change? BackNext Expenditure Please confirm your monthly spend on: £ £ £ £ BackNext Please confirm your monthly spend on: £ £ £ £ £BackNext Transport How many vehicles do you own —Please choose an option—0123456 How much does it cost to run your vehicle(s) a month £ £ £ Do any applicants use public transport regularly? YesNo How much do you spend on public transport? £ BackNext How much do spend on the following a month? £ £ £ £ £BackNext About your new mortgage? What is your ideal monthly payment for your new mortgage? £ What is the reason for this figure How would you like to pay any fees? Paid up frontAdded to the loan 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
