CLIENT DATA
Source:
Call Back Date:
DATE:
APPLICANT 1
APPLICANT 2
FULL NAME
DATE OF BIRTH
SEX
MALE
FEMALE
MALE
FEMALE
SMOKER (Y/N)
Yes
No
Yes
No
MARITAL STATUS
PRESENT
ADDRESS
HOW LONG RESIDENT/START DATE
PREVIOUS ADRRESS
IF LESS
THAN 3 YEARS
TEL. NO (HOME)
TEL NO. (WORK)
MOBILE NO.
E-MAIL ADDRESS
DEPENDENTS
AND D.O.Bs
JOB TITLE
EMPLOYED/SELF-EMPLOYED
EMPLOYED
SELF-EMPLOYED
EMPLOYED
SELF-EMPLOYED
SALARY/PROFIT(£)
LENGTH OF EMPLOY/ START DATE
EMPLOYER’S
NAME
& ADDRESS
COMPANY PENSION
Yes
No
Yes
No
PRIVATE PENSION
Yes
No
Yes
No
OTHER SOURCE OF INCOME
Yes
No
£
Yes
No £
CURRENT ACCOUNT
Yes
No
Yes
No
HOW LONG HELD
BANK/BUILDING SOC.
ADDRESS
ACCOUNT NO.
SORT CODE
CREDIT COMMITMENTS
Yes
No
Yes
No
DETAILS OF
ANY CCJ'S
OR DEFAULTS
FIRST TIME BUYER
Yes
No
Yes
No
EXISTING MORTGAGE/LOAN AMOUNT
Yes
No £
Yes
No £
VALUATION OF EXISTING PROPERTY/PROPERTIES (£)
EXISTING LENDER/START DATE
PASSPORT NO (otherwise driving License)
DATE AND PLACE OF ISSUE
ADDITIONAL INFORMATION
APPLICANT 1
APPLICANT 2
Note, any adverse credit may make it extremely difficult, though not impossible to obtain a loan. Thus, it is imperative that all relevant information is supplied in order that the case is submitted to the appropriate type of lender.
CLIENT OBJECTIVES
MORTGAGE/REMORTGAGE
MORTGAGE
REMORTGAGE
PURCHASE PRICE/VALUE -NEW (£)
LOAN REQUIRED (£)
FREEHOLD/LEASHOLD
FREEHOLD
LEASHOLD
PERIOD OF LOAN (YRS)
LENDER PREFERENCE
REPAYMENT/INTEREST ONLY
REPAYMENT
INTEREST ONLY
FIXED, CAPPED, DISCOUNTED, CASH-BACK, FLEXIBLE, VARIABLE
OVER WHAT PERIOD (YRS)
We accept that this is a true reflection of our circumstances and objectives:
Applicant 1 signature:
date:
Applicant 2 signature:
date:
Please email to:
cal@crmortgages.co.uk
or fax 0871 474 2858 on completion
