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ABOUT US
MORTGAGES
INSURANCES
FINANCIAL PLANNING
CONTACT US
USEFUL LINKS
BLOG
Forms

Mortgage Pre-Application

Home / Mortgage Pre-Application

1Number of Applicant(s)

2Personal Details

3Employment Status

4Financial Details

5Mortgage Details

6Additional Details

How to Complete

Before you start make sure you have the following information
1. Income and Bank Details
2. Address History
3. Credit Cards/ Loans
4. Current Mortgage
5. Property Purchase/Re-Mortgage Details
6. Monthly expenses (council Tax, Rent, Service Charge, Insurance, Any Committed Expenses
Number Of Applicant(s)
- 1
- 2

Applicant 1
Your title
Your full name
Any Previous Name
- Yes
- No
Previous Name
Date of Birth
Mobile Number
Home Number
Email address
NI number
Marital Status
Do you have a right to reside
- Yes
- No
Do you have a will
- Yes
- No
Retirement Age
Any dependent children under 18
- Yes
- No
Name Date of Birth
Nationality
Residence
Country of Birth
Apart from you, as the applicants, will anyone over the age of 17 be living in the mortgaged property?
- Yes
- No
Full name Date of Birth
Your Current Address
Street Address Address Line 2 City Post Code Country
Date Moved In
Residential Status
If Tenant please provide landlord details below
Landlord Name
Landlord Address
Street Address Address Line 2 City Post Code Country
Current monthly rent
Have you lived at your current address for less than 3 years
- Yes
- No
Please provide all previous addresses below including dates
Applicant 2
Your title
Your full name
Any Previous Name
- Yes
- No
Previous Name
Date of Birth
Mobile Number
Home Number
NI number
Email address
Marital Status
Do you have a right to reside
- Yes
- No
Do you have a will
- Yes
- No
Retirement Age
Any dependent children under 18
- Yes
- No
- Yes and same as Applicant 1
Name Date of Birth
Nationality
Residence
Country of Birth
Apart from you, as the applicants, will anyone over the age of 17 be living in the property?
- Yes
- No
- Yes and same as Applicant 1
Full name Date of Birth
Your Current Address
Same Address as Applicant 1

Street Address Address Line 2 City Post Code Country
Date Moved In
Residential Status
If Tenant please provide landlord details below
Landlord Name
Landlord Address
Street Address Address Line 2 City Post Code Country
Current monthly rent
Have you lived at your current address for less than 3 years
- Yes
- No
Please provide all previous addresses below including dates

Applicant 1
Employment Status
What is your occupation
What type of job
Type of Employment
Employer's Name
Employers Address details
Address Line 1 Address Line 2 City Post Code Country
Telephone
Start Date
Have You been employed less than 12 months In current position
- Yes
- No
Please provide details of the last 2 YEARS employment including dates of starting and leaving.
Annual Gross Salary (before tax)
Any bonus
- Yes
- No
Or commission
- Yes
- No
If yes is this Monthly or Annually?
Amount
Are you in a probation period?
- Yes
- No
when does this expire?
What is your occupation ?
Name of your company
Limited Company
- Yes
- No
Company Registration Number
Type of Business
Company Address
Street Address Address Line 2 City Post Code Country
Contact Telephone Number
If you are a Director / Shareholder Please give your % shareholding in the company
Do you have Accounts
- Yes
- No
What is your year end date?
Last 3 Years Income
2020
2021
2022
Accountant Details (Accountants name) Qualifications (eg; FCA, ACA, ACCA, FCCA) Full Address and Telephone No;
Any Income? (i.e Pension Income)
Applicant 2
Employment Status
What is your occupation
What type of job
Type of Employment
Name
Employers Address details
Address Line 1 Address Line 2 City Post Code Country
Telephone
Start Date
Have you been employed less than 12 months In current position
- Yes
- No
Please provide details of the last 2 YEARS employment including dates of starting and leaving.
Annual Gross Salary (before tax)
Any bonus
- Yes
- No
Or commission
- Yes
- No
If yes is this Monthly or Annually?
Amount
Are you in a probation period?
- Yes
- No
when does this expire?
What is your occupation
Name of your company
Limited Company
- Yes
- No
Company Registration Number
Type of Business
Company Address
Street Address Address Line 2 City Post Code Country
Contact Telephone Number
If you are a Director / Shareholder Please give your % shareholding in the company
Do you have Accounts
- Yes
- No
Hidden
What is your year end date?
Last 3 Years Income
2020
2021
2022
Accountant Details (Accountants name) Qualifications (eg; FCA, ACA, ACCA, FCCA) Full Address and Telephone No;
Any Income? (i.e Pension Income)

Applicant 1
Bank Details
Name of Bank
Length of time with bank
- Less than 1
- 1-5
- 10+
Current Account Number
Sort Code
Account Holder's Name
Day of Month for Mortgage Payments (1-28)
Please enter a number from 1 to 28.
Please use these details for Mortgage Payment
- Yes
- No
Do you have any loans/credit cards? (if YES please click on ADD ENTRY button)
- Yes
- No
Loans & Credit Card Information
Any County Court Judgements?
- Yes
- No
Court Judgement Details
Any Defaults?
- Yes
- No
Please Provide Details
Have you ever been bankrupt?
- Yes
- No
Please Provide Details
Applicant 2
Bank Details
Name of Bank
Length of time with bank
- Less than 1
- 1-5
- 10+
Current Account Number
Sort Code
Account Holder's Name
Day of Month for Mortgage Payments (1-28)
Please enter a number from 1 to 28.
Please use these details for Mortgage Payment
- Yes
- No
Do you have any loans/credit cards? (if YES please click on ADD ENTRY button)
- Yes
- No
Loans & Credit Card Information
Any County Court Judgements?
- Yes
- No
Court Judgement Details
Any Defaults?
- Yes
- No
Please Provide Details
Have you ever been made bankrupt?
- Yes
- No
please provide details

For All Applicants
Do you have any existing mortgages? (if YES please click on ADD ENTRY button)
- Yes
- No
Provide Property details
Are you a First Time Buyer?
- Yes
- No
Hidden
The Property to be Mortgaged Details
What are you looking to do
The Property to be Mortgaged Details
Street Address Address Line 2 City Post Code Country
Purchase Price (if applicable)
Current Value
Date property was purchased (if applicable)
Is property to buy/remortgage
Years left on lease (if applicable)
Is the property new build?
- Yes
- No
Is the property you are buying/remortgaging a Buy-To-Let?
- Yes
- No
What is the current/anticipated rent per month?
Ground Rent £ (yearly amount)
Service Charge £ (monthly equivalent)
Type of Property
Number of Bedrooms
Living Rooms
Kitchens
Number of bathrooms
Separate Toilets
- Yes
- No
Garage
- Yes
- No
Allocated Parking
- Yes
- No
Year Property Built
Is the property currently habitable?
- Yes
- No
Is the property Ex Local Authority?
- Yes
- No
- Not Known
For Apartment; which floor is it on?
If Apartment is there deck access?
- Yes
- No
If Apartment how many floors/storeys
Is there a lift?
- Yes
- No
If Apartment, is the property above a shop or commercial building?
- Yes
- No
what type
Estate Agent Details
Company Name Telephone No: Email Address
Do you have a solicitor for your conveyancing?
- Yes
- No
Please Provide Details
Company Name Telephone No: Email Address
Would you like us to recommend a solicitor quote?
- Yes
- No
Do you have a deposit?
- Yes
- No
Please state source of deposit
Please specify amount
please provide full details

For All Applicants
Are you looking to raise more capital ?
- Yes
- No
Capital Raising Purpose
How much are you looking to borrow?
Do you prefer a Fixed Rate Mortgage?
- Yes
- No
Do you prefer an Initial deal rate of 2 years?
- Yes
- No
Do you prefer an initial rate of 3 years?
- Yes
- No
Do you prefer an Initial rate of 5 years or longer?
- Yes
- No
Monthly Expenditure
Council Tax
Ground Rent (if applicable)
Service Charge (if applicable)
Building Insurance
Life, Health Insurance and Private Pension
Childcare and education
Hidden
Any additional committed Expenditure
Do you currently have any life insurance?
- Yes
- No
Would you like us to review you existing cover?
- Yes
- No
Do you currently have a pension ?
- Yes
- No
Would you like us to review your existing pension?
- Yes
- No
Hidden
Are you Re-mortgaging for existing borrowing only
- Yes
- No
- N/A
Hidden
Capital Raising Purpose
CAPTCHA

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