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Decision in Principle.pdf

1. Introducer Details

Are you taking responsibility for the advice given to the client?

2. Requirements

Repayment Method

Mortgage type:

First Time Buyer?

Loan type:


First Time Landlord?

3. Security Property

Tenure

Standard Construction

Near Commercial

If Flat Type of Access

Ex Local Authority

New Build

In Pre-Emption

4. Security Property - Existing Mortgage

Mortgage Paid Off

Repayment Type

5. Personal Details

Guarantor

Guarantor

Do you have any dependants?

Do you have any dependants?

Time at address (3 years history required please use additional notes section)

Time at address (3 years history required please use additional notes section)

6. Contact Details
7. Residential Mortgage (if different to security)

Mortgage Paid Off

Repayment Type

8. Occupation

Income Type

Income Type

Time in occupation

Time in occupation

Time in continuous occupation

Time in continuous occupation

9. If Employed

Contract:

Contract:

10. If Self-Employed

Can you provide?


Can you provide?


11. If Retired
12. Additional Income
13. Household Expenditure
 
14. Credit History

CCJ/Defaults

Bankruptcies

DMP/IVA

Repossessions

Adverse Credit

Payday Loans

Arrears

Criminal Convictions

15. Notes/Comments
16. Advisor Declaration