online mortgage form -

On-line Enquiry Form

Here is an online form for you to complete and send to me. It'll help speed up the process and enable me to find the best deal for you.

There is a basic budget-planner at the end, it would be great if you could complete it. If you're buying a new property, please use the estimated figures of the new property.

Please note that I will require a copy of your Credit Report (if you don't subscribe to Experian or Equifax, I recommend www.checkmyfile.com ). If you're not able to do this, I will require detailed information of your financial commitments.

If you own more than three Buy to Let properties, you may also need to download, complete and upload a portfolio summary form which may be found on the "Useful Documents" page.

The more accurate that the form and figures are, then the more accurate I can be with the information that I provide.

Finally. if there are more than one of you applying, I will need a separate form done for each of you.

Thanks

Steve

Step 1 of 11 - Main Details

Name*
Prefix First Middle Last
Date of Birth*
Date Format: DD slash MM slash YYYY
Status*
Current Address*
Address Line 1 Address Line 2 Town County Post Code
Residential Status*
Date moved in*
Date Format: DD slash MM slash YYYY
Do you have any other residential addresses over the last three years?*
- Yes
- No
Previous Address
Latest three year's addresses required

Address Line 1 Address Line 2 Town County Post Code
Residential Status
Date moved in
Date Format: DD slash MM slash YYYY
Do you have any other residential addresses over the last three years?*
- Yes
- No
Previous Address 2
Latest three year's addresses required.

Address Line 1 Address Line 2 Town County Post Code
Residential Status
Date moved in
Date Format: DD slash MM slash YYYY
Do you have any other residential addresses over the last three years?*
- Yes
- No
Other additional addresses, status and dates for the last three years
Home Phone
Mobile Phone
Email*
Nationality*
Number of dependants*
Do you own any other properties?*
- Yes
- No
Do you own more than three Buy to Let properties with mortgages?*
- Yes
- No
Brief description of enquiry*

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Employment Status*
- Employed
- Self-employed
- Ltd. Company Director
- Retired

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Basis of employment*
Occupation*
Employer's Name*
Starting date of employment*
Date Format: DD slash MM slash YYYY
If employed by this employer for less than a year, what were you doing before that?
Annual Basic Salary*
If you are employed under a zero hours contract, put 0 in this box and put your income into the overtime box.
Annual Overtime
This can be calculated by adding together all of the overtime from your last three month's pay-slips and multiplying by four.
Annual Commission
Annual Shift Allowance
Annual Car Allowance
Monthly Pension Deduction
Monthly Student Loan Deduction
Monthly Childcare Vouchers Deduction

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Trading Name*
Company set-up*
Occupation*
Start Date of Self-employment*
Date Format: DD slash MM slash YYYY
Date of latest accounts submission
Lenders will require that the latest accounts will have been submitted not more than 18 months ago.
Date Format: DD slash MM slash YYYY
Latest year Net Profit figure*
Previous year Net Profit figure
Second previous year Net Profit figure

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Company Name*
Job title*
% of shares held*
Please enter a number from 1 to 100.
Date of incorporation*
Date Format: DD slash MM slash YYYY
Date of latest accounts submission
Lenders will require that the latest accounts will have been submitted not more than 18 months ago.
Date Format: DD slash MM slash YYYY
Latest year Net Profit figure*
Total pre-tax profit.
Annual Salary*
Dividends recieved*
Previous year Net Profit figure
Total pre-tax profit.
Annual Salary
Dividends recieved
Second previous year Net Profit figure
Total pre-tax profit.
Annual Salary
Dividends recieved

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Source of pension income*
Private/state etc...
Annual amount of pension income*

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Child Benefit
Annual Figure
Child Tax Credits
Annual Figure
Working Tax Credits
Annual Figure
Maintenance
Annual Figure. This must have been paid to you for a minimum of three months into your bank account.
Private pension
Annual Figure
Rental Income
Annual Figure, as shown on your SA302 tax return

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Current Mortgage Lender*
Property value*
Mortgage balance*
Monthly mortgage payment*
Are there any penalties if you repay or transfer your existing mortgage?*
- Yes
- No
Amount of Early Repayment Charge*

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Property #1
Address
Buy to Let?*
- Yes
- No
Monthly Rental Figure
Current Mortgage Lender
Property value
Mortgage balance
Monthly mortgage payment
Are there any penalties if you repay or transfer your existing mortgage?
- Yes
- No
Amount of Early Repayment Charge
Do you own any other properties?*
- Yes
- No
Property #2
Address #2
Buy to Let?*
- Yes
- No
Monthly Rental Figure
Current Mortgage Lender
Property value
Mortgage balance
Monthly mortgage payment
Are there any penalties if you repay or transfer your existing mortgage?
- Yes
- No
Amount of Early Repayment Charge
Do you own any other properties?*
- Yes
- No
Property #3
Address #3
Buy to Let?*
- Yes
- No
Monthly Rental Figure
Current Mortgage Lender
Property value
Mortgage balance
Monthly mortgage payment
Are there any penalties if you repay or transfer your existing mortgage?
- Yes
- No
Amount of Early Repayment Charge
Property Portfolio
Portfolio summary form
Once you have completed a property portfolio form, as found on my "useful documents" page. Please upload it here.

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Are you aware of any previous credit problems*
- Yes
- No
Description of problems*
A lot of people have credit problems throughout their life and continue to build up and excellent credit profile. If you can please explain what happened, and the consequences such as Bankruptcy, CCJ's or Defaults, how much, when this occurred and if they have been satisfied. Please note that I would need an up to date copy of your credit report uploaded in order to give further advice.
Credit Report Upload
Please upload a PDF of your credit report. If you don't already subscribe to Equifax or Experian,, I recommend www.checkmyfile.com as they contain all of the relevant information and offer a 30 day free trial.
Unfortunately a screenshot of the front of the report is not suitable, as I need to see the full report in order to be as accurate as possible with figures relating to current debts.
If you're unable to provide a full credit report, please complete the financial commitments below as accurately as possible.
Financial Commitments
Please enter details of any Personal Loans, HP, Credit Cards, Maintenance Payments or Car Leases
Commitment Type Company Outstanding Amount Monthly Payment Months left To be cleared before the mortgage starts? Yes/No
Budget Planner
In the fields below, can you please put either your current costs (per month) if you are re-mortgaging or your estimated costs (per month) if you're buying a new property?
Council Tax
Utilities
Monthly gas, electric and water costs
Food and Drink
Television
Satellite, Netflix, Amazon and other TV subscription costs per month
Mobile Phones
Communications
Monthly telephone, broadband and internet costs.
Transport Costs
Monthly petrol, tax, insurance and servicing costs
Childcare costs
Monthly school, nursery or child-minding costs
Clothes
Insurances
Home Insurance, Life Cover and other protection policies
Leasehold Charges
Monthly costs for ground rent, management or service charges
Fun & Frolics
Hobbies, gym membership, eating out, cinema and other recreational costs per month
Other
Any other regular monthly costs
Mortgage Budget*
How much would you ideally like to be paying for your mortgage every month?

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Loan purpose*
Property Price/Value*
Estimated/actual monthly rental income*
Deposit*
Source of deposit*
Mortgage Required*
Shared Ownership?
- Yes
- No
Percentage of property to be purchased*
Please enter a number less than or equal to 100.
Monthly cost for rent/ground rent/service charge*
Type of property
Floor no.*
Total number of floors in block*
Monthly service charge + ground rent*
Tenure*
Remaining lease (years)*
Please enter a number less than or equal to 1000.
Financial Protection*
Would you agree that it makes sense to financially protect you and your loved ones from unexpected difficult events?
- Yes. This would be a good thing to look into.
- Yes. I do have some cover from my employer though
- No. This is a risk I'm happy to take.
Income Protection
How many months could you financially survive if your main income stopped
Notes
Anything further concerning the application or information on this form.
CAPTCHA
Phone
This field is for validation purposes and should be left unchanged.

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Commitment Type	Company	Outstanding Amount	Monthly Payment	Months left	To be cleared before the mortgage starts? Yes/No

On-line Enquiry Form

Step 1 of 11 - Main Details

Property #1

Property #2

Property #3

Property Portfolio