NEW WORLD FINANCE
Address: 37 Great Queen Street ,London
WC2B 5AA
Tel: 02074054690 / 01279 835129
Fax: 01279835129; Mobile: 07754734924
Email:nwf268@newworldfinance.com
MORTGAGE
FACT FIND
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Date |
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Applicant Details |
Client 1 |
Client 2 |
Full Name (and
previous surname)
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Date of Birth |
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Relationship to other
applicant |
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Marital Status ________________________________ Nationality _________________________________ Dependants (Y or N) if yes
ages |
Married/single/divorced
etc _______________________________________________ _______________________________________________ |
Married/single/divorced
etc _______________________________________________________ |
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Current Address &
Postcode Date moved into current
address?d/mm/yyyy |
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Current residential Status _________________________________ If is tenant,current landlord’s name and
address? _________________________________ Current landlord’s
telephone number? _________________________________ Tenancy reference number? Date current tenancy
started?—dd/mm/yyyy How is rent paid? –cash/standing order?/direct
debit? Monthly rent amount? Any arrears in the last 18
months? |
_______________________________________________ _______________________________________________ _______________________________________________ _______________________________________________ |
_______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ |
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Length of time at current
address |
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Previous address and
postcode if less than 3 years. (Detail other addresses on separate page if
necessary and include overseas address.) |
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Length of time
at this address
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Telephone numbers: home |
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Work |
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Mobile |
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Category of Applicant: e.g
First Time Buyer, Mover, remortgage, Right To Buy, Commercial, Buy To Let |
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Occupation |
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Status: Employed /
Contract / Self Employed |
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Time in current employment
(if less than 6 months please provide details of previous employer) |
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Basic Salary (if non
status mortgage required, write ”not applicable”) |
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Guaranteed Overtime |
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Regular Bonus |
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Other income (please
specify) |
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Expected retirement age |
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If Self Employed, number
of years Accounts available. |
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Name of business if self
employed |
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National
Insurance Number
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Nationality |
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If applicable what type of
visa are you on? |
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When does this expire? |
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Date current employment
started?-dd/mm/yyyy |
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Employer’s telephone
number? |
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Employer’s name and
address? |
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Income-annual income
before tax/regular overtime/guaranteed bonus/guaranteed commission? |
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Contract for valuation? Name,address
and contract telephone number? Selling agents? Name,company,address
and contract telephone number? Solicitors
details?name,company,address and contract telephone number? |
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Do
You have any Credit Cards? If
yes,name of lender/account number |
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Total amounts
outstanding and monthly payments?
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Do
you repay the full amount each month? |
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Do
you have any loans, HP or rental agreements? |
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If
Yes, name of lender account
number/amount outstanding? |
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Monthly
payment? |
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Amount
Outstanding |
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Number
of Months remaining |
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Are
any of the above amounts to be added to the mortgage? |
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Have
you ever had any CCJ/Defaults registered against you? If so please detail. |
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Have
you ever been declared bankrupt or made arrangement with creditors? |
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Have
you any previous mortgage or rent arrears? If so, please detail. |
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Who
do you currently bank with? |
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Account
number |
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Sort
Code |
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How
long have you held this account |
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Credit card details to pay the valuation fee: The long card number The issue date The expiry date The issue number The 3 security numbers on the back of the card The name of the cardholder |
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Lender And
Account Number
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Amount
of Loan Outstanding |
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Years
remaining |
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Repayment
method (endowment / repayment etc) |
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Interest
rate if known and monthly cost |
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Type
of interest rate: Fixed, variable etc. |
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Any
penalties to transfer your mortgage, if yes how much. Is the current mortgage
portable to a new property? |
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Value
of property |
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Property
to be mortgaged.
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Address
of the property to be mortgaged and postcode. Number of bedrooms/bathrooms/living rooms/habitable rooms? Central heating type-gas/electrict/oil? Any garages? Type of property? House/flat/bungalow? Detatchment type?detached/terraced/semi/end
terrace/converted/purpose build? Year
property built? |
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Purchase
Price |
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How
much do you want to borrow? |
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Does
this include any fees? |
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Property
Type: Freehold / Leasehold If
leasehold,number of years left on lease/ground rent payable? |
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Do
you have the funds available to complete this transaction? |
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Source
of Funds? |
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Business
Type How
many years the business has been set up? Weekly
turnover Business
Rate Any
accommodation? who
will live there? If is a leasehold ,how many years lease left? How much rent per year? Weekly turnover? Business rate? |
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TYPE OF MORTGAGE REQUIRED
Prime/Sub Prime/BTL/Commercial/Other
Status/Self-Cert
Preferred product Type:-e.g. Fixed, Tracker, Discount
Int only/Capital Repayment
Declaration: I have advised the applicant(s) that a formal credit search may be carried out in their name(s) with Credit Reference Agencies who will record details of the search and may create a financial association with those with whom they are linked financially. The mortgage lender will check their details with a fraud prevention /agencies and if the applicants have given us false or inaccurate information and fraud is suspected, the mortgage lender will record this
.
Signature :_________________________
Print Name:________________________
Please fill in the form fax to us
on 01279 835129 or mailto:info@newworldfinance.com