Mortgage Enquiry Form

Please complete as much of the information requested in this form as possible. Fields marked with a '*' must be completed.

Data Protection Act 1998
Information provided to Page & Page (Financial Services) Ltd., will be used to ensure that any financial advice offers by us is appropriate for the personal circumstances of each client. There is no requirement to provide all of the information requested, but failure to provide relevant information may have an adverse affect on the quality of advice provided.
Personal data will not be released to third parties without the clients specific consent, except in connection with compliance or regulatory requirements, or in accordance with the due process of law, or in connection with the investment products entered into or about to be entered into by clients of Page & Page (Financial Services) Ltd.
The provisions of any information now or in the future, means that the client has provided explicit permission to process that information under the terms of the Data Protection Act 1998.
ALL TELEPHONE CALLS ARE RECORDED.

Your Name * Title First Last Suffix
Date of Birth / MM / DD YYYY
Address
Street Address

Address Line 2

Town / City

County

Post Code

Country
If you have used Page & Page, before, who did you previously see?
Phone *

Required entry. Please leave a number that we can call you on.
Please not leave any spaces between numbers!
Mobile

Please not leave any spaces between numbers!
Email *

Required entry. Please leave an email address that we can contact you by.
When is the best time contact you? What is your preferred method of contact?

Tell us when it would be best to contact you and by what means, phone, mail, email or mobile
ABOUT THE MORTGAGE YOU REQUIRE.

From the lists below tell us about the mortgage you require.
Purpose of Loan

Select the Purpose of the Loan from the drop down list.
Buyer Type

Select whether you are a Home Owner or First Time Buyer from the drop down list.
Price / Valuation £ . Pounds Pence
Deposit / Home Equity £ . Pounds Pence
Loan Required £ . Pounds Pence
Mortgage term preferred
Type of Mortgage Scheme required *
For how long do you envisage living in this home for? Or for how long a product do you wish to arrange this mortgage over (opportunity to review your product)? *
Repayment Method

Select the Repayment Method for the loan from the drop down list.
If Part & Part, How much on Repayment? £ . Pounds Pence
If remortgaging, name of existing lender

If you remortgaging, type the name of your current lender.
If remortgaging, outstanding value of your current loan £ . Pounds Pence
If Buy to Let, approximate monthly rental income £ . Pounds Pence
If Buy to Let, let us know the how many rental properties you already hold
YOUR PERSONAL DETAILS

Please provide as much information as possible.
Your Employment Status
Time in Current Position

How long have you been in your present job MM/YY
Your Annual Income £ . Pounds Pence
Tick if your total income is received from more than one source.
Have you ever any adverse credit recorded on your report?
Details of anyone else involved in the mortgage - joint applications etc.
Name Title First Last Suffix
Date of Birth / MM / DD YYYY
Employment Status
Your Annual Income £ . Pounds Pence
Time in Current Position

How long have you been in your present job MM/YY
Tick if your income is received from more than one source.
Have you ever any adverse credit recorded on your report?
Additional information: Please supply relevant information or comment that you might feel relevant.

Enter the details of any other parties to be involved in the mortgage and their names, dates of birth and any adverse credit they may have experienced.
ABOUT THE PROPERTY YOU ARE LOOKING TO BUY / REMORTGAGE

You need not answer these questions at this time, however this information is useful if sourcing you the right mortgage for your circumstances.
Property Type
Property Detail
Tenure
Construction
Number of bedrooms?
Property Status
Affordability Although we will respond to this request, we recommend that you use our Budget Planner to confirm your available budget in conjuction with our Mortgage Cost calculator to ensure your plans are affordable to you.
What is your available monthly total mortgage budget £ . Pounds Pence
or, what is your target mortgage cost £ . Pounds Pence
Thank you for completing this form. We will get back to you with some peronalized information as soon as possible.

Mortgage Enquiry Form

Mortgage Enquiry Form

ABOUT THE MORTGAGE YOU REQUIRE.

YOUR PERSONAL DETAILS

Details of anyone else involved in the mortgage - joint applications etc.

ABOUT THE PROPERTY YOU ARE LOOKING TO BUY / REMORTGAGE

Affordability Although we will respond to this request, we recommend that you use our Budget Planner to confirm your available budget in conjuction with our Mortgage Cost calculator to ensure your plans are affordable to you.

Thank you for completing this form. We will get back to you with some peronalized information as soon as possible.