Your 5 Minute Online Fact Find

    Please complete this as accurately as possible so that we can provide you with the best advice. Anything you are unsure about, just leave it blank and your mortgage broker will confirm this with you later on.

    START

    How many people will be applying for a mortgage?

    NEXT

    Lead/First Applicant

    Title?

    First name?

    Middle name(s)?

    Surname?

    NEXT

    What is your country of Birth?

    Other country of Birth?

    What is your nationality?

    Other nationality?

    NEXT

    Has your name ever changed?

    What was your previous name?

    Previous first name?

    Previous middle name(s)?

    Previous surname?

    Please provide the best contact details which will be used by your mortgage lender:


    NEXT

    Which best describes your current situation?

    NEXT

    Date of birth:

    National Insurance Number:

    NEXT

    What is your home address, please provide 3 years address history:



    ADD ANOTHER PREVIOUS ADDRESS

    NEXT

    Where does your main income come from:

    About your employment:





    As far as you know, is your job safe/secure?

    Are you currently on a probation period?

    How much sick pay will you receive if you are absent from work?

    Is your employment:

    Your income from employment before tax/national insurance deductions:




    Self employment:



    Latest 2 years net profit:


    Do you own more than 25% shares in the business?

    Limited Company details:





    Limited Company Accounts:

    Latest year available –



    Previous year -



    Your retirement income before tax and any deductions:



    NEXT

    Do you have additional income such as a second job, state benefits, Universal Credit, Child benefit, child maintenance etc?

    NEXT

    What commitments do you have?

    Loan(s) / Hire Purchase

    Your Loan/HP



    ADD ANOTHER LOAN/HP

    Credit/Store Cards

    Your Credit and Store Cards


    ADD ANOTHER CREDIT/STORE CARD

    Student Loan

    Your Student Loan



    Overdraft

    Your overdraft


    NEXT

    Do you pay for child maintenance?

    NEXT

    Do you have a mortgage?





    ADD ANOTHER MORTGAGE

    NEXT

    Will you have any dependent children living with you?

    How many children?

    NEXT

    Will you have any child care/nursery costs?

    Cost per month?

    NEXT

    Health and lifestyle questions:

    Have you smoked or vaped in the previous 12 months?

    NEXT

    Anything else you would like us to know about your situation?

    NEXT

    Please now press the SUBMIT button below to send us all the information.

    Thanks for submitting your Fact Find, we now have all the information required to carry out your lending decision and to confirm our advice.

    Your dedicated broker Paul, is now dealing with this and will be in contact with you soon.

    Second person

    Title?

    First name?

    Middle name(s)?

    Surname?

    NEXT

    Has your name ever changed?

    What was your previous name?

    Previous first name?

    Previous middle name(s)?

    Previous surname?

    Please provide the best contact details which will be used by your mortgage lender:


    NEXT

    What is your country of Birth?

    Other country of Birth?

    What is your nationality?

    Other nationality?

    NEXT

    Which best describes your current situation?

    NEXT

    Date of birth:

    National Insurance Number:

    NEXT

    Is your previous 3 years of address history different than

    What is your home address, please provide 3 years address history:



    ADD ANOTHER PREVIOUS ADDRESS

    NEXT

    Where does your main income come from:

    About your employment:





    As far as you know, is your job safe/secure?

    Are you currently on a probation period?

    How much sick pay will you receive if you are absent from work?

    Is your employment:

    Your income from employment before tax/national insurance deductions:




    Self employment:



    Latest 2 years net profit:


    Limited Company details:

    Do you own more than 25% shares in the business?






    Limited Company Accounts:

    Latest year available –



    Previous year -



    Your retirement income before tax and any deductions:



    NEXT

    Do you have additional income such as a second job, state benefits, Universal Credit, Child benefit, child maintenance etc?

    NEXT

    What commitments do you have?

    Loan(s) / Hire Purchase

    Your Loan/HP



    ADD ANOTHER LOAN/HP

    Credit/Store Cards

    Your Credit and Store Cards


    ADD ANOTHER CREDIT/STORE CARD

    Student Loan

    Your Student Loan



    Overdraft

    Your overdraft


    NEXT

    Do you pay for child maintenance?

    NEXT

    Do you have a mortgage?





    ADD ANOTHER MORTGAGE

    NEXT

    Paul Came, trading as The Mortgage Plan is authorised and regulated by the Financial Conduct Authority (FCA) under FRN 1056341. The FCA does not regulate some aspects of buy to let mortgages. Mortgage borrowing capacity in relation to court proceedings is not regulated by the Financial Conduct Authority. Your home may be repossessed if you do not keep up repayments on your mortgage. Business address: 12 Woodstone Terrace, Houghton le Spring, Tyne and Wear  DH4 6DP

    The Mortgage Plan