Mortgage find

Rocks Mortgages

Mortgage & Protection Specialists

Rock Finance Application

Main Objectives of the meeting

Medium to long term goals

Date

Who is it for?

Full Name (as appears on passport)

Date of birth

Gender

Marital Status

Nationality (Visa?)

Citizenship

Country of Birth

National Insurance Number

Residence

3 Year Address History

Current Address

Post Code

Time at Address

Previous Address

Post Code

Time at Address (Dates)

Rental Monthly Payments

Preferred Contact Details

Home Telephone Number

Work Telephone Number

Mobile Number

Dependants

1st Person Information

Name

Date of birth

Relationship

Dependent upon

Dependency term (years)

Monthly Childcare/maintenance costs

2nd Person Information

Name

Date of birth

Relationship

Dependent upon

Dependency term (years)

Monthly Childcare/maintenance costs

3rd Person Information

Name

Date of birth

Relationship

Dependent upon

Dependency term (years)

Monthly Childcare/maintenance costs

4th Person Information

Name

Date of birth

Relationship

Dependent upon

Dependency term (years)

Monthly Childcare/maintenance costs

Income Information \ Employment Details

Employment status

Contract Type

Company Name

Company address

Postcode

Occupation

Start date

Expected Retirement Age

Frequency of Monthly Income

Annual Gross Basic Income 3 Month

Net Monthly Income

Additional income

Monthly Pay Deductions?

How many weeks is sick pay paid?

Additional Company Benefits

Are you expecting your income to change in the next 12 months?

Finances shared with partners

Benefit Details

Are you in receipt of any Benefits

Child Benefit

Universal Credit

Any additional Benefit income Info.

Mortgage Requirements

Mortgage & Protection

Mortgage Type

Property Address (Relation to)

Purchase Price

Deposit Total

Source of Deposit

How Much from Source?

Do you have an emergency fund

How Much?

Are there any additional features that are important to you?

Properties & Mortgages

Do you own any properties Now?

Address

Postcode

Owner

Property use

Date of Purchase

Purchase Amount

Estimated Value

Do you have any mortgages?

Provider

Total outstanding amount

Monthly payment

Term Remaining

Fixed Rate End date

Current Interest Rate

Early repayment charge

Replaced As Part of Advice

Notes

Liabilities – Credit Cards, Loans, Hire Purchase

Do you have any liabilities?

Select Type

Specify The Loan Reason

Protection Policies

Do you have any existing protection?

Select Your Type

Amount Of Cover

Type of Assurance

Current Monthly Payment

Do you Currently Smoke?

Do you have Home insurance?

Please give details on provider

Do you have a will in place?

Do you have any vulnerabilities?

Have you had any life or Health

Do you require any assistance?

Please specify below

Credit History

Do you have any adverse credit?

Arrears

Defaults

Current IVAs

County Court Judgement

Repossessions

Ever declared bankrupt

Individual voluntary arrangement for trust deeds

Details

Rock Finance Application

Main Objectives of the meeting

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Medium to long term goals

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Date

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Who is it for?

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Full Name (as appears on passport)

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Date of birth

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Gender

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Marital Status

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Nationality (Visa?)

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Citizenship

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Country of Birth

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National Insurance Number

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Residence

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3 Year Address History

Current Address

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Post Code

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Time at Address

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Previous Address

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Post Code

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Time at Address (Dates)

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Rental Monthly Payments (if required)

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Preferred Contact Details

Home Telephone Number

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Work Telephone Number

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Mobile Number

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Dependants

1st Person Information

Name

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Date of birth

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Relationship

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Dependent upon

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Dependency term (years)

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Monthly Childcare/maintenance costs

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2nd Person Information

Name

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Date of birth

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Relationship

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Dependent upon

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Dependency term (years)

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Monthly Childcare/maintenance costs

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3rd Person Information

Name

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Date of birth

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Relationship

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Dependent upon

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Dependency term (years)

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Monthly Childcare/maintenance costs

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4th Person Information

Name

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Date of birth

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Relationship

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Dependent upon

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Dependency term (years)

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Monthly Childcare/maintenance costs

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Income Information \ Employment Details

Employment status

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Contract Type

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Company Name

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Company address

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Postcode

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Occupation

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Start date

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Expected Retirement Age

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Frequency of Monthly Income

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Annual Gross Basic Income 3 Month

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Net Monthly Income

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Additional income

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Monthly Pay Deductions?

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How many weeks is sick pay paid for?

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Additional Company Benefits

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Are you expecting your income to change in the next 12 months?

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Finances shared with partners

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Benefit Details

Are you in receipt of any Benefits

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Child Benefit

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Universal Credit

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Any additional Benefit income Info.

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Mortgage Requirements

Mortgage & Protection

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Mortgage Type

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Property Address (Relation to)

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Purchase Price

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Deposit Total

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Source of Deposit

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How Much from Source?

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Do you have an emergency fund if required

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How Much?

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Are there any additional features that are important to you?

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Properties & Mortgages

Do you own any properties currently?

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Address

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Postcode

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Owner

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Property use

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Date of Purchase

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Purchase Amount

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Estimated Value

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Do you have any mortgages?

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Provider

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Total outstanding amount

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Monthly payment

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Term Remaining

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Fixed Rate End date

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Current Interest Rate

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Early repayment charge

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Replaced As Part of Advice

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Notes

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Liabilities – Credit Cards, Loans, Hire Purchase

Do you have any liabilities?

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Select Type

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Specify The Loan Requirements Reason(if)

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Protection Policies

Do you have any existing protection policies?

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Select Your Type

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Amount Of Cover

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Type of Assurance

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Current Monthly Payment

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Do you Currently Smoke?

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Do you have currently Home insurance in place?

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Please give details on provider

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Do you have a will in place?

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Do you have any vulnerabilities or health concerns with which we could assist?

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Have you had any life or Health event occurs in the last 12 months?

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Do you require any additional assistance?

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Please specify below

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Credit History

Do you have any adverse credit?

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Arrears

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Defaults

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Current IVAs

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County Court Judgement

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Repossessions

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Ever declared bankrupt

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Individual voluntary arrangement for trust deeds

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Details

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