Lending Questionnaire

Thank you for taking the time to complete this questionnaire. The answers will help our preferred broker to search for the best possible lending options available to you for your circumstances.

Name

First Name

Last Name

Mobile phone number

(###)

###

####

Date of birth

YYYY

Place of birth

Nationality

Do you have a UK passport?

Current home address

Time at current address

If less than 3 years at this address, please provide previous address

Last UK address (if applicable)

Do you own a family home?

Do you have an outstanding mortgage on it?

If yes, how much outstanding debt is there?

How much are your monthly payments?

Employment status

Employer

Job title

Current annual salary (GBP)

What Loan to Value that you are you looking for?

Type of mortgage you are looking for

What type of interest rate are you looking for?

Please confirm the source of funds. Example - savings, inheritance, bonus etc

Deposit amount (if known)

Are you buying in a UK Ltd Co?

If buying in a UK Ltd Co, what is your company name? (if known)

What is your UK Ltd Co address?

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Share holder 1 name

First Name

Last Name

% of allocated shares

Share holder 2 name

First Name

Last Name

% of allocated shares

Share holder 3 name

First Name

Last Name

% of allocated shares

Share holder 4 name

First Name

Last Name

% of allocated shares

For security reasons, what is your father's name

First Name

Last Name

For security reasons, what is your mother's maiden name?

How many properties do you own in the UK (not including your family home)?

What is the total approx value of the UK properties?

What is the total approx outstanding debt on the UK properties?

How many properties do you own outside of the UK?

Lending Questionnaire

Thank you! We have received your completed questionnaire and will be in touch as soon as we have options back from the broker.

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