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Mortgage Consultation – Doctors & Medical Professionals

Mortgage Fact Find - Step 1 of 23

Please complete this form with as much detail as possible. This will allow us to assess your circumstances and provide suitable mortgage recommendations.

Applicant 1 Details

When you submit this form, it will not automatically collect your details like name and email address unless you provide it yourself.

Full Name *

Previous surname (if applicable)

Date of birth *

Please input date (M/d/yyyy)

National Insurance Number *

Question *

Single
Married
Divorced
Separated
Co-Habitting
Other

Other *

Current address *

Date moved in *

Please input date (M/d/yyyy)

Residential status *

Homeowner
Renting
Living with family/friends
Other

(Name start or

Other *

Monthly rent *

Previous address history and date moved in (last 3 years)

Mobile Number *

Email Address *

Nationality *

Country of residence *

Are you on a work VISA *

Yes
No

Do you have any dependants? *

Yes
No

Employment Status (if you are both employed and self employed you can add self employed after employed section) *

Employed
Self-Employed
Other

Other *

Current employer/Name of Business *

Current employer address *

Occupation / Job title *

Current employment start date *

Please input date (M/d/yyyy)

Basic Salary p.a. *

Guaranteed additional p.a. (overtime, bonus etc.)

Regular additional p.a. (overtime, bonus etc.)

Other income (e.g. Pensions, rental, investment, allowances, state benefits - Tax credits, child benefits, etc.)

Yes
Self Employed
No

Self-employed status

Sole trader
Partnership/LLP
Ltd Co

% Owned (Where relevant)

Number of years accounts available

Net profit last year

Previous year

Year before that

Accountant details

Have you ever had any adverse credit issues or mortgage/loan refused? *

Yes
No

Have you ever had a judgement for debt or a loan default registered against you?

Yes
No

Have you ever been declared bankrupt or made an arrangement with your creditors?

Yes
No

Have you ever failed to keep up your payments under any previous or current mortgage, rental or loan agreement?

Yes
No

Notes

Do you have any credit agreements? *

Yes
No

Please provide further details in notes if necessary - Including credit cards that are paid off monthly, klarna, Paypal agreements.

Type (Student Loan/Loan/Car/Credit Cards) *

Student Loan
Loan
Car (PCP/HP)
Credit Card
Other

Other *

Company

Payment amount

Amount outstanding

Do you repay the full amount each month?

Yes
No

To be repaid with mortgage?

Yes
No

Do you repay the full amount each month? (copy) (copy)

Yes
No

End date?

Please input date (M/d/yyyy)

Add more credit agreements? *

Yes
No

Please provide further details in notes if necessary - Including credit cards that are paid off monthly, klarna, Paypal agreements.

Financial Commitments continued (2) *

Student Loan
Loan
Car (PCP/HP)
Credit Card
Other

Other *

Company

Payment amount

Amount outstanding

Do you repay the full amount each month?

Yes
No

To be repaid with mortgage?

Yes
No

End date?

Please input date (M/d/yyyy)

Notes

Add more credit agreements? (2) *

Yes
No

Please provide further details in notes if necessary - Including credit cards that are paid off monthly, klarna, Paypal agreements.

Financial Commitments continued (3) *

Student Loan
Loan
Car (PCP/HP)
Credit Card
Other

Other *

Company

Payment amount

Amount outstanding

Do you repay the full amount each month?

Yes
No

To be repaid with mortgage?

Yes
No

End date?

Please input date (M/d/yyyy)

Notes

Add more credit agreements? (3) *

Yes
No

Please provide further details in notes if necessary - Including credit cards that are paid off monthly, klarna, Paypal agreements.

Notes for further credit agreements - Type/Company/Payment Amount/Amount Outstanding/End Date *

Transport *

Utilities *

Council tax *

Communications *

Food *

Other

Is there a second applicant *

Yes
No

Full Name *

Previous surname (if applicable)

Date of birth *

Please input date (M/d/yyyy)

National Insurance Number *

Question *

Single
Married
Divorced
Separated
Co-Habitting
Other

Current address *

Date moved in *

Please input date (M/d/yyyy)

Residential status *

Homeowner
Renting
Living with family/friends
Other

Other *

Monthly rent (£) *

Previous address history and date moved in (last 3 years)

Mobile Number *

Email address *

Nationality *

Country of residence *

Are you on a work VISA

Yes
No

Type of VISA and time left on VISA *

How long have you lived in the UK *

Do you have any dependants?

Yes
No

Dependent name & Date of Birth

Employment Status 2nd Applicant *

Employed
Self-Employed
Other

Other *

Current employer/Name of Business *

Current employer address *

Occupation / Job title *

Current employment start date *

Basic Salary p.a. *

Guaranteed additional p.a. (overtime, bonus etc.)

Regular additional p.a. (overtime, bonus etc.)

Other income (e.g. Pensions, rental, investment, allowances, state benefits - Tax credits, child benefits, etc.)

Self-employed status*

Sole trader
Partnership/LLP
Ltd Co

% Owned (Where relevant)

Number of years accounts available

Net profit last year

Previous year

Year before that

Accountant details

Have you ever had any adverse credit issues or mortgage/loan refused? *

Yes
No

Have you ever had a judgement for debt or a loan default registered against you?

Yes
No

Have you ever been declared bankrupt or made an arrangement with your creditors?

Yes
No

Have you ever failed to keep up your payments under any previous or current mortgage, rental or loan agreement?

Yes
No

Notes

Do you have any credit agreements? *

Yes
No

Type (Student Loan/Loan/Car/Credit Cards) *

Student Loan
Loan
Car (PCP/HP)
Credit Card
Other

Other *

Company

Payment amount

Amount outstanding

Do you repay the full amount each month?

Yes
No

To be repaid with mortgage?

Yes
No

End date? *

Add more credit agreements? - 2nd Applicant *

Yes
No

Type (Student Loan/Loan/Car/Credit Cards) *

Student Loan
Loan
Car (PCP/HP)
Credit Card
Other

Other *

Company

Payment amount

Amount outstanding

Do you repay the full amount each month?

Yes
No

To be repaid with mortgage?

Yes
No

End date? *

Add more credit agreements? - 2nd Applicant *

Yes
No

Type (Student Loan/Loan/Car/Credit Cards) *

Student Loan
Loan
Car (PCP/HP)
Credit Card
Other

Other *

Company

Payment amount

Amount outstanding

Do you repay the full amount each month?

Yes
No

To be repaid with mortgage?

Yes
No

End date? *

Add more credit agreements? - 2nd Applicant *

Yes
No

Notes for further credit agreements - Type/Company/Payment Amount/Amount Outstanding/End Date *

Please provide further details in notes if necessary - Including credit cards that are paid off monthly, klarna, Paypal agreements.

Transport *

Utilities *

Council tax *

Communications *

Food *

Other

Details of additional mortgages should be recorded seperately.

Do you have a current mortgage? *

Yes
No

Lender

Owner & Address

Property value

Amount of loan outstanding

Term remaining (years)

Current interest rate (%), Fixed, Tracker, Discounted and end date?

Monthly mortgage payment

Property (to be mortgaged)

(If unknown at this stage approx. figures can be used)

Loan purpose *

First Time Buyer
House Move
Re-Mortgage
Buy to Let
Other

Other

Valuation/Price

Deposit/Equity

Deposit originated from (not relevant for re-mortgage)?

Savings
Gift
Other

Other

Address of property to be mortgaged

Year built

Number of Bedrooms

Property tenure

Freehold
Leasehold
Scottish Freehold
Other

Other

Ground Rent or Service Charges (please detail both if applicable)

Is property ex-local authority

Yes
No

Property construction

Brick/Stone and Tile/Slate roof
Thatched Roof
Steel Frame
Other

Other

EPC rating

A
B
C
D
E
F
Not known

Bank account for mortgage payments (Name, Acc No, Sort Code)

Estate Agent Details (Name / Address / Contact number/email)

Solicitors Details (Name / Address / Contact number/email)

1st - Address / Property Type / BTL,Resi,Holiday let / Owners / Value / Mortgage lender and amount / Rental

2nd - Address / Property Type / BTL,Resi,Holiday let / Owners / Value / Mortgage lender and amount / Rental

3rd - Address / Property Type / BTL,Resi,Holiday let / Owners / Value / Mortgage lender and amount / Rental

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE

Call: 01656 332 600

Medical & Professional Investment LLP
53a John Street
Porthcawl
Mid Glamorgan
CF36 3AY

MPI Online

Medical & Professional Investment LLP is authorised and regulated by the Financial Conduct Authority. Registered in the UK No. OC338105

This site is only directed at persons within the UK. Calls may be recorded for training and monitoring.

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Who We Can Help
Insurance
Our Financial Advisors
Blog
Contact

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Who We Can Help
Insurance
Our Financial Advisors
Blog
Contact

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