Customer Fact Find – Joel Dixon – Mortgage Advice Bureau

Step 1 of 16 - Agreement in Principle form

Mortgage Advice Bureau - Online Fact Find - Joel Dixon

Thank you for accessing our Online Customer Fact Find. This should take approximately 15 minutes to complete.

The aim behind this online customer fact find form is to arm our advisers with as much information as possible in order to speed up the process of both your new mortgage and appointment duration.

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Applicant(s) Address(es)
Do both applicants reside at the same address?*
- Yes
- No
Applicant 1: Residential Status*
Applicant 1: Residential Status (Other)*
Applicant 1: Current Address*
Street Address Address Line 2 City ZIP / Postal Code Country
Applicant 1: Approximate Date You Moved In*
Applicant 1: Have you lived at your current address for 3 years or longer?*
- Yes
- No
Applicant 1: Landlord/Letting Agent Details*
Landlord or Letting Agent: Name, Address and Contact Telephone Number
Did both applicants reside at the same address previously?*
- Yes
- No
Applicant 1: Previous Address*
We require 3 years address history to process your application. Please give details of your previous address below.

Street Address Address Line 2 City ZIP / Postal Code Country
Applicant 1: Approximate Date You Moved In To Previous Address*
Applicant 2: Residential Status*
Applicant 2: Residential Status (Other)*
Applicant 2: Current Address*
Street Address Address Line 2 City ZIP / Postal Code Country
Applicant 2: Approximate Date You Moved In
Applicant 2: Have you lived at your current address for 3 years or longer?*
- Yes
- No
Applicant 2: Landlord/Letting Agent Details*
Landlord or Letting Agent: Name, Address and Contact Telephone Number
Applicant 2: Previous Address*
Street Address Address Line 2 City ZIP / Postal Code Country

We require 3 years address history to process your application. Please give details of your previous address below.
Applicant 2: Approximate Date You Moved In To Previous Address*

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Dependants
How many dependants do you have?*
- None
- 1
- 2
- 3
- 4
- 5
- 5+
This includes both adult and child dependants. If not applicable, please enter '0' and do not leave blank.
Dependant 1: Name*
First Last
Dependant 1: DOB*
Dependant 1: Relationship to Applicant(s)*
Dependant 2: Name*
First Last
Dependant 2: DOB*
Dependant 2: Relationship to Applicant(s)*
Dependant 3: Name*
First Last
Dependant 3: DOB*
Dependant 3: Relationship to Applicant(s)*
Dependant 4: Name*
First Last
Dependant 4: DOB*
Dependant 4: Relationship to Applicant(s)*
Dependant 5: Name*
First Last
Dependant 5: DOB*
Dependant 5: Relationship to Applicant(s)*
Additional Dependants*
Please provide Name, DOB and Relationship to Applicant(s) for all other depandants

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Other Income
i.e. Child Benefit, Child Tax Credit, Disability Allowance, Maintenance et. Please state the type and annual amount for each
Details Of Any State Benefits / Tax Credits Received:
If not applicable, please leave bank.

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Expenditure
Please provide estimates of your outgoings on a monthly basis. If this is a joint applicantion and you share the bills, please split the costs across both applicants.
Mortgage / Rent*
Please enter a value between 0 and 1000000.00.
Council Tax*
Please enter a value between 0 and 1000000.00.
Gas, Electric & Water*
Please enter a value between 0 and 1000000.00.
Telephone & Broadband*
Please enter a value between 0 and 1000000.00.
Food & Clothing*
Please enter a value between 0 and 1000000.00.
Childcare / Child Maintenance*
Please enter a value between 0 and 1000000.00.
Car / Travel Costs / Fuel*
Please enter a value between 0 and 1000000.00.
Please do not include loan payments/PCP payments for cars in this section. Please include monthly Tax, Insurance and Fuel.
Mobile Phone*
Please enter a value between 0 and 1000000.00.
Please include mobile phone bill(s) and data plans for all devices.
Entertainment*
Please enter a value between 0 and 1000000.00.
TV i.e. Sky*
Please enter a value between 0 and 1000000.00.
Gym / Club Membership*
Please enter a value between 0 and 1000000.00.

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Current Mortgage Details:
Do you currently have a residential mortgage?*
- Yes
- No
Current Lender*
Account No
Mortgage Type*
Monthly Repayment*
Please enter a value between 0 and 1000000.00.
Monthly Interest Only Payment*
Please enter a value between 0 and 1000000.00.
Current Market Value*
Mortgage Balance*
Remaining Mortgage Term*
Number of years remaining on your mortgage.
Mortgage Product Type*
End Date for Fix Rate*

Approx.
Is there any Early Repayment Charges?*
- Yes
- No
- Not Sure
Early Repayment Charges Amount (£)*
Have You Ever Missed A Mortgage Payment?*
- Yes
- No

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Your new mortgage
Preferred Mortgage Type*
Purchase Price*
Market Value of the property
Mortgage Amount*
Source of Deposit*
Preferred Mortgage Term*
Number of years you would like your new mortgage to be.
Your maximum monthly budget for Mortgage Payments*
Do you wish to reduce your mortgage term?*
- Yes
- No
To reduce your term, how much are you willing to additionally contribute on a montly basis?*
Do you wish to raise any additional capital?*
- Yes
- No
How much additional capital would you like to raise?*
Purpose for raising Additional Capital?*
- Debt Consolidation
- Home Improvements
- New Car
- Purchase an additional property
- Other

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Future Payments
Applicant 1: Intended Retirement Age*
Applicant 2: Intended Retirement Age*
If Mortgage Extends Into Retirement What Will Your Anticipated Income Be?

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Do you own any additional properties/buy-to-lets?
- Yes
- No
If yes, an adviser will call you to collect details of these and any additional mortgages you have on these properties.

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Banking
Please give detail of your current Bank and Overdrafts facilities. For joint applicants please select the applicant who is responsible for the credit.
Applicant 1: Current Account Bank*
Applicant 2: Current Account Bank*
Bank Overdraft(s)*
- None
- 1
- 2
- 3
- 3+
How many bank account overdrafts do you utilise on a monthly basis?
Bank Overdraft 1 Owner:*
Bank Overdraft 1 Bank or Building Society*
Bank Overdraft 1 Balance*
Overdraft 1 Monthly Repayment*
Bank Overdraft 2 Owner:*
Bank Overdraft 2 Bank or Building Society*
Bank Overdraft 2 Balance*
Overdraft 2 Monthly Repayment*
Bank Overdraft 3 Owner:*
Bank Overdraft 3 Bank or Building Society*
Bank Overdraft 3 Balance*
Overdraft 3 Monthly Repayment*
Further details*
If you have 3+ overdraft facilities, please give detail(s) of additional overdraft(s) here.

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Will and Estate Planning
Applicant 1 Have you made a Will or Estate Plan?*
- Yes
- No
Applicant 2 Have you made a Will or Estate Plan?*
- Yes
- No

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Step 1 of 16 - Agreement in Principle form

Mortgage Advice Bureau - Online Fact Find - Joel Dixon

Applicant(s) Details

Applicant(s) Address(es)

Dependants

Employment

Other Income

Expenditure

Current Property Details

Current Mortgage Details:

Your new mortgage

Future Payments

Credit Cards

Loans

Banking

Will and Estate Planning