A mortgage is one of the largest financial purchases you will make. We believe it is important that you receive advice to help you select a mortgage that fits your need and is relevant to your personal circumstances. We subscribe to the commitments and standards contained in 'The Code of Mortgage Lending Practice" published by the Council of Mortgage Lenders. In order to give you high quality advice, we need to understand your requirements and objectives.

Section 1 - Key Information about the type of mortgage you require
Amount of Mortgage Needed
Value of Property Buying /Re-Mortgage
	( e.g. for a 100% loan, previous credit problems, lender's status, purchase of a specialist or second property, how quickly you require a loan) may be highly relevant to out advice or choice of product
Certain factors
	Is your income(s) going to change in the future
	Yes No -- Select --
Reason For Change
	Is your expendure(s) going to change in the  future
	Yes No -- Select --
Reason For Change
	Is it realistic possibility that you may off some/all of you mortgage within the 3 - 7 years
	Yes No -- Select --
Approx. Amount
Approx. Timescale
	Are you likely to move for any reason within 3 - 7 years
	Yes No -- Select --
Timescale / Reason
	Do you have any cash or deposit accounts you could use to reduce the amount
	Yes No -- Select --
If Yes, give details
	Is it important to you to put an upper limit on your mortgage costs in the early years
	Yes No -- Select --
	Do you want to fix your mortgage costs for a certain period
	Yes No -- Select --
	If Yes, how long would you want your mortgage costs to be fixed
	1 - 2 Years 3 - 5 Years -- Select --    Longer
	Do you want an initial cash sum (repayable should you repay or move your mortgage in the early years) to help with certain expenses
	Yes No -- Select --    Amount
	Do you require a discount on your mortgage costs in the first few years (the discount may be payable should you repay or move your mortgage in the early years)
	Yes No -- Select --    Period
	It is recommended that you protect your house and your family with the following.
Building and Contents Insurance	Yes No -- Select --
Life Cover / Critical Illness Cover	Yes No -- Select --
Type of Property being purchased	Flat Terraced Maisonette Semi Detached Detached Bungalow -- Select --

 

Section 2 - Personal Details, First Applicant
Title	Mr Mrs Miss Dr Rev.
Surname
First Names
Date of Birth
Address
Town
City
County
Postcode
Home Telephone
Mobile Telephone
Email

 

Section 2 - Personal Details, Second Applicant
Title	Mr Mrs Miss Dr Rev.
Surname
First Names
Date of Birth
Address
Town
City
County
Postcode
Home Telephone
Mobile Telephone
Email

 

Section 3 - Employment, First Applicant
Occupation
Employer's Name
Employers Address
Town
City
County
Postcode
Work Telephone Number
Date Employment Commenced
Is Occupation permanent	Yes No -- Select --
If Temporary, Contract Term
Likely to be renewed?	Yes No -- Select --
Section 3 - Income
Basic
Guaranteed Overtime
Regular Overtime
Bonus/Commission
Other
Secondary Income
Maintenance Received
Self-Employed.  Last 3 years Net profits
Year 1 £
Year 2 £
Year 3 £

 

Section 3 - Employment, Second Applicant
Occupation
Employer's Name
Employers Address
Town
City
County
Postcode
Work Telephone Number
Date Employment Commenced
Is Occupation permanent	Yes No -- Select --
If Temporary, Contract Term
Likely to be renewed?	Yes No -- Select --
Section 3 - Income
Basic
Guaranteed Overtime
Regular Overtime
Bonus/Commission
Other
Secondary Income
Maintenance Received
Self-Employed.  Last 3 years Net profits
Year 1 £
Year 2 £
Year 3 £

 

Section 4 - Current Mortgage
Lender's Name
Address
Postcode
Mortgage Account Number
Date taken out
Term outstanding
Property value (estimated)
Outstanding Mortgage Amount
Amount  qualifying for MIRAS
Are there any redemption penalties	Yes No -- Select --
If YES, give details
Type of Mortgage
Current Interest Rate %
Monthly repayments
Monthly Endowment Premium £
Monthly Buildings & Contents Premium

 

Section 5 - Adverse Credit
	Details	Amount	Satisfied	Not Satisfied	Still unsatisfied
CCJ's		£
		£
		£
		£
		£
		£
		£

 

Section 5 - Adverse Credit
Have you ever had any mortgage arrears?	Yes No -- Select --
If YES, have they been repaid	Yes No -- Select --
If YES, when were they paid off?
Number of months outstanding arrears
Amount of outstanding arrears
Details of any bankruptcies or IVA's

 

How did you hear of Quote4mortgages? e.g. Name of magazine/newspaper you saw our advert in, T.V., radio, Teletext, internet advert etc.
Section 6 - Newsletter
Would you like to receive our free newsletter	Yes No