Personal Details

Enquiry type
First Time Buyer
Purchase property or re-mortgage address
Property type
Is the property above commercial premises?
Purchase price/Property value
Deposit
Loan required
Preferred mortgage term
Method of repayment
Right to buy discounted purchase price (Right to buy applications only)		£
Personal Information
First name
Middle name(s)
Last name
Previous name
Date of birth
Marital Status
Relationship to applicant (if joint application)
Number of dependents
Age of dependents
Nationality
If you are not a British national do you have the right to remain?
Smoker/Non Smoker
Home telephone number
Mobile telephone number
Email address
Current Address
Home address 1
Home address 2
County
Postcode
Date moved to address
Residential Status
Are you on the electoral role?
Previous Address (3 years address history is required, please use additional notes if necessary)
Address 1
Address 2
Town
County
Postcode
Date moved to address
Income Information
National insurance number
Employment details
Employer Name
Occupation
Contract type
Employment start date
Basic annual income
Bonus payments
Overtime payments
Employer Address
Employer Telephone Number
Self-employed details
Trading Name
Trading start date
How many years of accounts are available?
How many years of accounts are available? Do you have an accountant?
Status Net Profit

Credit Details

Credit Commitments
Credit/store cards
Applicant 1/2	Provider	Balance		Monthly payment
Loan and HP agreements
Applicant 1/2	Provider	Balance		Monthly payment
Current Residential mortgage details
Lender	Loan outstanding	Value	Monthly repayment	To be redeemed
Number of Buy to let properties
Lender	Loan outstanding	Value		Monthly repayment	To be redeemed
Outgoing Commitments	First Applicant	Second Applicant		Joint	Joint
Mortgage/Rent
Electricity/Gas
Council Tax
Car Running Costs
Telephone
Social Expenses
Family Shopping
Insurance Policies
Child Maintenance
Other
Totals

Bank Details

Bank Details			First Applicant	Second Applicant	Joint
		Bank Name
		Years account open
		Sort code
		Account No.
Adverse Credit Information
Do you have or previously had adverse credit?
Have you missed credit agreement payments in the last 12 months
Have you ever had a mortgage refused?
Have you ever been declared bankrupt?
If you have answered ‘Yes’ to any questions in the adverse credit section please give full details in the additional notes section. Please include date of missed payment/default or CCJ was registered, number of missed payments and total value
Permission to carry out credit search with chosen lender

Medical Details

Medical Questionnaire
Question		App 1		App 2
Height and weight
Cigarettes per day
Alcohol Units per week
Any hazardous hobbies. Eg; diving, potholing
Lived or worked outside of the EU in the last 5 years
Doctors name, surgery name address and phone number
Details of any medical complaints, including any ongoing treatment or medication and any time taken off of work, and how long ago.
Any siblings or parents suffered from any form of critical illness before the age of 65. If so what form and at what age.