Welcome to The Complete Mortgage Company Ltd.

Our FACT FINDER List

This list covers the full information we require to provide a detailed analysis of the best Mortgage Options for you. It takes about twenty minutes to complete and we would suggest you print this out as a checklist.

Please print this page for your information and for you to prepare before filling in our detailed online form:

By taking the time to prepare and complete our online form will save you time in the future.

First Name
Middle Names
Surname

Marital Status

Previous name
Reason for change (eg marriage)
Date of change

Date of birth
Smoker (yes/no)

Home phone number
Work phone number
Mobile phone number
Email address

Current Address and postcode
Date moved in
Residential status (ie owned/rented/with family)
If less than 3 years enter previous

Previous address and postcode
Date moved in
Date moved out
Residential status (ie owned/rented/with family)
If less than 3 years total address history enter 3rd address

3rd Address and postcode
Date moved in
Date moved out
Residential status (ie owned/rented/with family)

Number of dependants
Ages of dependants

Nationality
If non EEA – Visa Status

EMPLOYMENT DETAILS
Occupation
Status of employment (permanent/temp/self empl...)
Time with employer
Name of employer

Previous details if less than 3 years
Occupation
Status of employment (permanent/temp/self empl...)
Time with employer
Name of employer

IF EMPLOYED
Basic Salary
Guaranteed overtime
Regular bonus / commission
Other income
Expected retirement age

IF SELF EMPLOYED
How many years accounts do you have available?
Most recent year net profit
Previous year net profit
3rd year net profit
Accountants details
Name of Firm
Address
Tel Number
Contact name

BUDGET PLANNER
Net monthly income
What do you spend a month on:
                Domestic shopping (food, groceries)
                Gas
                Electricity
                Water
                Council tax
                Petrol/ Diesel
                Insurances
                Social
                Other (not incl credit)
                Total
Credit commitments
Applicant  1 or 2
Type of borrowing (card/loan/hp)
Lender
Amount borrowed
Amount outstanding
Monthly Payment
Months remaining
To be paid with this mortgage? YES?NO

CURRENT MORTGAGE DETAILS
Current property value
Lender
Current mortgage balance
Current monthly payments
Interest Only / Repayment
Years remaining
Date property purchase
                Original purchase price
                If buy to let – monthly rent
               
                Property to be mortgaged
                Address and post code
                Year built            
Value / Price
                Mortgage required
                Source of deposit
                House/flat/bungalow etc
                Freehold / Leasehold
                Number of bedrooms
                Number of bathrooms
                Number of garages
                If Buy To Let expected rent
                Ex-local authority?
               
MORTGAGE REQUIRED
                Term
                Rate type (fixed/tracker)
                Repayment type (interest only/repayment)

                SOLICITORS DETAILS
                Name of Firm
                Address
                Tel Number
                Contact name

                SELLING AGENTS
                Name of company
                Address              
                Tel Number       
                Contact Name

                General Notes: