Please fill in all required fields correctly.

Adviser Information & Timeline

Adviser Name *

Date Fact Finding Commenced *

Date Fact Find Completed *

Date of Updates

Mortgage Customer Type

Customer Type *

Consumer

High Net Worth

Professional

Business Lending

Buy to Let

First Client Details

Title *

Surname *

First Name *

Previous Surname (if applicable)

Date of Birth *

Smoker *

Yes

Email Address *

Telephone Number

Mobile Number

Address *

Postcode *

Current Residential Status *

Years at Current Address *

Months at Current Address *

Are you on the electoral role at your current address? *

Yes

Employment Information – First Client

Current Employer *

Occupation / Job Title *

Employment Status *

Employment Basis *

Years in Current Employment *

Months in Current Employment *

Basic Annual Income (£) *

Total Gross Income (£) *

Total Net Income (£) *

National Insurance Number

Income & Expenditure Assessment

Council Tax (£) – Monthly or Annual

Gas (£)

Electric (£)

Water (£)

Buildings & Contents Insurance (£)

Family Food & Household Costs (£)

Car Costs – Insurance, Services, Fuel (£)

Childcare Costs (£)

Regular Savings (£)

Holidays (£)

Social Costs – Meals Out, Entertainment (£)

Other Expenditure (£)

Total Monthly Expenditure (£) *

Net Monthly Income (£) *

Net Monthly Disposable Income (£) *

Assets & Liabilities

Property Value (£) *

Other Assets (£)

Liabilities (£) *

Total Assets (less Liabilities) (£) *

Current Residential Mortgage

Amount Outstanding (£)

Term Outstanding (Years)

Lender

Current Monthly Payment (£)

Interest Rate (%)

Repayment Type

Do you have early repayment charges?

Yes

New Mortgage/Loan Details

Client Category *

Reason for Mortgage *

Property Address *

Property Price (£) *

Amount to Borrow (£) *

Deposit (£) *

Source of Deposit *

Preferred Mortgage Term (Years) *

Reason for Term Choice *

Are home improvements planned?

Yes

Details of Home Improvements & Cost

Property Details

House Type *

Property Tenure *

Number of Bedrooms *

Year Property Was Built *

Non-Standard Construction? (e.g., thatched, barn conversion)

Yes

Additional Notes

Additional Information

Declarations & Consent

I confirm that the information provided is correct and complete.

I give consent for this information to be used for arranging a mortgage, protection or general insurance product on my behalf.

I authorise you to contact me with details of mortgages and offers which may be of interest.

GI Solutions Finance Fact Finder

GI Solution Finance/Mortgage Fact Find Form