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Contact us: info@mortgage-gate.co.uk

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Mortgage Gate Fact Find

Mortgage Gate Fact Find

Contact details

Client 1

Client 2

Title:

Forename:

Middle name:

Surname:

Marital status:

Maiden name:

Salutation:

Are you in good health?

Yes No

Smoker?

Yes No

Have you made a will?

Yes No

Gender?

Male Female

Date of birth:

Anticipated Retirement Date:

Nationality:

Housing status:

National insurance number:

Country of residence:

Contact details

Client 1

Number/Address

Home telephone:

Work telephone:

Mobile:

Home email:

Work email:

Client 2

Number/Address

Home telephone:

Work telephone:

Mobile:

Home email:

Work email:

Client 1 Current address

Status

House name / number

Street name

Town

Postcode

County

Electoral role

Date moved in

Client 2 Current address

Status

House name / number

Street name

Town

Postcode

County

Electoral role

Date moved in

Client 1 Previous address

Status

House name / number

Street name

Town

Postcode

County

Electoral role

Date moved in

Date moved out

Client 2 Previous address

Status

House name / number

Street name

Town

Postcode

County

Electoral role

Date moved in

Date moved out

Current expectations

What can I help you with?

Please give a brief outline as to what you are looking to do

What future changes to your circumstances are you aware of?

Dependants/Children

Dependant 1

Title

Forename

Surname

Relationship

Gender

Male Female

Date of birth

Dependant 2

Title

Forename

Surname

Relationship

Gender

Male Female

Date of birth

Dependant 3

Title

Forename

Surname

Relationship

Gender

Male Female

Date of birth

Dependant 4

Title

Forename

Surname

Relationship

Gender

Male Female

Date of birth

Employment details

Client 1

Occupation

Job title

Employer

Status

Main Occupation

Yes No

Start date

End date

On probation

Yes No

Gross annual income

Employer phone

Employer email

Employer address

Client 2

Occupation

Job title

Employer

Status

Main Occupation

Yes No

Start date

End date

On probation

Yes No

Gross annual income

Employer phone

Employer email

Employer address

Current Living Status

If Homeowner

Current House Value

Current Lender

Mortgage Balance

Account Number

Remaining Term

Monthly Repayment

Leasehold or Freehold

If Renting

Name of Landlord/Letting Agent

Address of Landlord/Letting Agent

Landlord/Agent Contact Number

Date Tenancy Began

Tenancy Term

Rent Payable (Monthly)

liabilities

Client 1

Lender

Balance

Monthly payment

Student Loan
(Balance & monthly payment)

Personal loans / HP / PCP Car finance

Credit cards

Client 2

Lender

Balance

Monthly payment

Student Loan
(Balance & monthly payment)

Personal loans / HP / PCP Car finance

Credit cards

Monthly expenditure

Childcare Costs / Nursery Fees

Gas / Electric / Water

Council Tax

Ground Rent / Service Charge

Pension Contributions as per Wage Slip

Home Insurance

Car Fuel & Insurance

Food

Social / Holidays / Clothing

Television

Mobile Phone

Internet

School Fees

Income

Child Benefit

Tax Credits / Universal Credit

PIP / DLA Benefit

Maintenance

Any other income

Credit History

(If yes to any of the following please supply details)

Owner

Date Registered

Amount

Have you ever had County Court Judgements registered against you?

Have you ever had defaults registered against you?

Owner

Date of Arrears

Payments Missed

Have you ever had any arrears on a mortgage, loan or credit card?

Owner

Date of Repossession

Debt Outstanding

Do you have any repossessions?

Owner

Discharge Date

Do you have any history of bankruptcies?

Owner

Current

Years Maintained

Do you have any IVA's?

Property to be Purchased or Remortgaged

Full Postal address

Purchase Price

Current Valuation

Deposit Amount ( If Purchase )

Source of Deposit ( Gift or own Savings )

Type of Property

Year Built

Freehold or Leasehold

Bedrooms

Garage

Selling Agents ( Name Address Email & Phone )

Do You Have Any Other Property
( buy to let / holiday home etc. )

If Yes Please Provide Details

What We Do

Mortgage Calculator

Loan Amount

Annual Interest Rate

Term of Loan

Years

Calculate

Interest Only

Repayment

Your home may be repossessed if you do not keep up repayments on your mortgage.

Mortgage Gate Ltd is an appointed representative of MCA (Bolton) Ltd, which is authorised and regulated by the Financial Conduct Authority. MCA (Bolton) Ltd is entered on the FCA Register under reference number 301163.

The FCA do not regulate most buy to let mortgages

The information on this site is intended for UK customers only, and is subject to the UK regulatory regime.

About Us

Based in Southport in Lancashire, Mortgage Gate are friendly mortgage experts with over 20 years financial services experience.

Location

Mortgage Gate Ltd:
Registered Office: 21 Grange Road, Southport,
Merseyside, PR9 9AD.

Phone :

01704 620872

Email Address :

info@mortgage-gate.co.uk

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Mortgage Gate Ltd: Registered Office:
21 Grange Road, Southport, Merseyside, PR9 9AD. Registered in England and Wales number 05417377.