Decision In Principal Form

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PLEASE READ: All new clients are required to complete the following form. Please browse the form before starting to ensure you have all of the relevant information to hand.
 

BROKER

Broker Name: Broker Telephone Number:

Do you have a relationship with a member of See Financial?
If so then please state which office:

YOUR MORTGAGE NEEDS
AREA OF INTEREST:
State which countries you require a mortgage for.
Please confirm the source of the deposit:
Please indicate the price range you are considering:
Please tell us anything else that is relevant about your mortgage requirements:

YOUR PERSONAL DETAILS
 
Self
 
Partner
Title
 
FIRST Name:
 
LAST Name:
 
Marital Status:
Date of Birth:
 
Nationality:
Smoker:
yes no
 
yes no
Dependants' Names and Ages:

Please record contact numbers and indicate preferred number(s) with a tick

Home:
Work:
Mobile:
Email address:
Fax:
Address (current):
Postcode:
Dates at address:
Current Residential Status:
 
EMPLOYMENT:

 

Self

Partner

Occupation

Employment status

Is the position permanent?

Date started

Employer's or business
name and address

If Director, state % shareholding

INCOME:
Annual Income details - (*please indicate 3 digit currency code if not GBP)
SELF
*currency
PARTNER
*currency
Gross basic annual income (employed)
Self employed Net profit:
       
Projection for: 2007/2008
2006/2007
2005/2006
2004/2005
1Annual Overtime (average)
Annual Bonus/Other
TOTAL ANNUAL INCOME
 
 
TOTAL NET MONTHLY INCOME AFTER TAX
 
 

Can you prove all the income declared with payslips, P60, employer's or accountant's ref., tax assessments or accounts?
If so, please state which.

OUTGOINGS SUMMARY:

 

Self
Partner
Rent (if not a homeowner)

Expenses (Household bills and personal spending)

YOUR EXISTING PROPERTY PORTFOLIO (and other loans)
Your main residence.
Please still enter relevant details of property even if you do not have a mortgage.
Self/partner
or joint
Country
Value £
Mortgage Lender
Mortgage
outstanding £
Mortgage Type
Payment per Month £

Your Investment properties, including second home and overseas property.
Please still enter relevant details of property even if you do not have a mortgage
.
Self/partner
or joint
Country
Value £
Mortgage Lender
Mortgage
outstanding £
Mortgage Type
Monthly Rent £
Payment per Month £
               

Any other debts, including loans, credit cards, store cards etc (* If Yes, no further columns need to be completed)
Self/partner
or joint
Type of Debt
Is this a credit or store card cleared in full each month *
Name of Provider
Amount Outstanding £
Payment p/mnth £
 
 
 
 
 
           

Credit History
  • Have you been late with payments on your rent or mortgage or any other loans credit cards or other credit?

  • Have you ever received a default? (This is a warning letter that if you do not pay court action will commence)

  • Have you ever received a County Court Judgement, been made bankrupt or had a property repossessed?

  • Have you been refused credit or a mortgage
    within the last 6 months?

If you have answered yes to any of these, please provide dates, amounts, and reasons and confirm if now satisfied.

DECLARATION
I confirm that I/we have given sufficient time to read the contents of this document and that the information I/we have provided is accurate and complete
I agree that the information contained in this document may be shared with the product providers and lenders and appropriate staff at ECO for underwriting purposes, to provide advice and internal verification.
I/we agree that updates on the progress of my/our application may be provided to the person or company who introduced me/us as a client to ECO.
I confirm I give my/our permission for a mortgage application to be processed upon verbal or written instruction from me/us and understand that this may involve a credit search by the mortgage lender which may be recorded by the credit reference agencies.
Tick here if you are finished and wish to submit the form:
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