Mortgage Capacity Assessment for legal professionals - order your report in less than 5 minutes

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    How do I get a Mortgage Capacity Report? - The Mortgage Plan

    Please select the service you require:

    Your contact details:




    Communication preferences:

    Would you like us to CC additional email recipients to our communications:

    How many applicants are to be included in the report

    Would you like us to name your client on the report?:

    Applicant 1 - Age or date of birth:

    Applicant 1 - Family situation:

    Number of dependents that will reside at least 3 nights per week:

    Applicant 1 - Primary source of income/employment:

    Employment:






    Is their employment:

    Self employment:


    Limited Company Director:

    Do they own 100% of shareholding?

    Latest year



    Previous year



    Applicant 1 - Any other income including secondary employment, benefit income, maintenance income, rental income, pension income:

    Please provide monthly or annual amounts for each income source

    Applicant 1 - Financial outgoings:

    Total credit/ store card balances

    Total overdraft balances

    Total loan balances - total loan monthly payments

    Total HP/ finance balances total HP monthly payments

    Student loan average monthly payment

    Maintenance monthly payments

    Family/ soft loan balances monthly payments if applicable

    Any other unsecured liabilities/ commitments including childcare/ school fees:

    Applicant 1 - Health:

    Does your client have any health conditions that could restrict their current or future earning capacity?

    Applicant 1 - Credit history:

    Is your client aware of any adverse credit history recorded to their credit file?

    Anything else you would like is to know? Please include additional scenario requirements here or any additional information that you would like us to consider:

    We will raise a 14-day invoice with your report. Your report will be emailed to you within the selected timeframe.

    By ordering your report online, you are instructing us to provide you with a Mortgage Capacity Report within for a fixed fully inclusive cost of .

    Thank you for your instruction.

    We will let you know if any further information is required.

    Thank you for using The Mortgage Plan.

    Applicant 2 - Age or date of birth:

    Applicant 2 - Family situation:

    Number of dependents that will reside at least 3 nights per week:

    Applicant 2 - Primary source of income/employment:

    Employment:






    Is their employment:

    Self employment:


    Limited Company Director:

    Do they own 100% of shareholding?

    Latest year



    Previous year



    Applicant 2 - Any other income including secondary employment, benefit income, maintenance income, rental income, pension income:

    Please provide monthly or annual amounts for each income source

    Applicant 2 - Financial outgoings:

    Total credit/ store card balances

    Total overdraft balances

    Total loan balances - total loan monthly payments

    Total HP/ finance balances total HP monthly payments

    Student loan average monthly payment

    Maintenance monthly payments

    Family/ soft loan balances monthly payments if applicable

    Any other unsecured liabilities/ commitments including childcare/ school fees:

    Applicant 2 - Health:

    Does your client have any health conditions that could restrict their current or future earning capacity?

    Applicant 2 - Credit history:

    Is your client aware of any adverse credit history recorded to their credit file?