Client Questionnaire

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Client Questionnaire

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What you'll need:

✔ Address - 3 year history and details of other properties owned

✔ Income - details of employment or self-employment

✔ Outgoings - details of any loans and credit store card balances

✔ Credit History - details of any credit problems

This Questionnaire is designed to help us select mortgages based on your needs and preferences. Please complete this online form as comprehensively and accurately as you can.

Afterwards, we will provide you with a summary of the mortgage products available, in which you can select the one that is the most suitable.

Number of Applicants *

1

2

Have you talked to one of our mortgage advisors? *

Yes

No

Who did you discuss this case with? *

Have you received an email from us?

Have you been referred by a Friend or Business? If so, please provide a name

Please note - we are not offering advice at this point, and we are not making a recommendation to you.

Failure to provide full and accurate information will result in delays in processing your enquiry, and may result in decisions being invalid.

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