Mortgage Application - Fortuna Financial Planning

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Let’s start your mortgage off

Our online mortgage application should not take you more than about 10 minutes, then its over to our advisers to work on your research.
Introduction
I am looking to?*
I am a?*
The type of mortgage I am looking for is?*
I am looking for properties in a price range of?*
I have a deposit of?*
I would like a term of?

Mortage Application
Personal Information
Full Name*
Date of Birth*
Residential Status*
Landlord Details
Name/Agent*
Phone*
Address*
Street Address City County / State / Region ZIP / Postal Code
Email*
Mobile*
Home Phone
NI Number*
Maiden Name
Marital Status*
Nationality*
Right to reside in the UK?*
- Yes
- No
Length of residency*
- From birth
Gender*
- Male
- Female
Have you made a will?*
- Yes
- No
Health
Do you smoke?*
- Yes
- No
Are you in good health?*
- Yes
- No
Family & Dependants
Do you have children under 17?*
- Yes
- No
Please list their Names and DOB
Do you have any adult dependents?*
- Yes
- No
Please list their names, relationship and DOB
Do you receive child benefit payments?*
- Yes
- No
How much benefit per month?
Do you receive any tax credits or other income credits?*
- Yes
- No
How much per month?
Do you make or receive any maintenance payments?*
- Yes
- No
How much per month?
Credit Profile
Are you aware of any credit issues?*
- Yes
- No
Please specify

Mortage Application
Income & Employment
What is your employment status?*
Employment details
Retirement age
Employer*
Employer Address*
Street Address City County / State / Region ZIP / Postal Code
Contact number*
Start date
Occupation*
Position*
Employed income
Basic salary*
Overtime
Commission
Employment details
Retirement age
Business Name*
Business Address*
Street Address City County / State / Region ZIP / Postal Code
Contact number*
Business start date*
Occupation*
Industry*
Self Employed income
Net Profit (most recent) - amount, year*
Net Profit (previous) - amount, year*
Projection for current year - amount
Do you have an accountant?*
- Yes
- No
Accountant details
Name*
Firm*
Address
Street Address City County / State / Region ZIP / Postal Code
Email
Contact number*
Qualifications
Contractor details
When did you start contractor work?*
Current contract start date?*
Contract Term?*
Contract End date?*
Income Details*
Please use the area to input any relevant information you have regarding your contracting income?
Retirement details
When did you retire?*
Do you have a second job?*
- Yes
- No
Type of employment*
Start date*
Company name*
Address*
Street Address City County / State / Region ZIP / Postal Code
Contact number*
Income (Annual)*
Do you have any other annual income from property / investments or other sources?*
- Yes
- No
Other annual income from property / investments or other sources*
- Property / Rental income
- Investment Income
- Pension Income
- State Pension
- Pension Credit
- Child Benefit
- State Disability Benefit
- Universal Credit/Tax Credits
Check all that apply
Property / Rental income
Investment Income (including dividends)
Pension Income (including annuities)
State Pension
Pension Credit
Child Benefit
State Disability Benefit
Universal Credit/Tax Credits

Mortage Application
Expenditure
Please list your monthly expenses below?
Mortgage/Rent
Council tax
Electricity
Gas
Home Phone & Broadband
Mobile
Water
House keeping (Food etc)
Child care costs
Other loans
Insurance
Pension
Travel / Vehicle
Credit cards
Clothing
Any other expenses
(holiday, school fees, second property mortgage payments etc)

Mortage Application
Assets
Please list your current assets?
Residential Property
BTL Property
Savings
Pension
ISA
Investments

Mortage Application
Liabilities
Mortage res
Please list the lender, balance and monthly payment.
Mortgage BTL
Please list the lender, balance and monthly payment.
Loans/Hire purchase
Please list the lender, balance, monthly payment
Credit Cards
Please list the company, balance and credit limit.

Mortage Application
Mortgage Questions
Do you know the property details / address for your mortgage?*
- Yes
- No
Property questionnaire
Address*
Street Address City County / State / Region ZIP / Postal Code
Property Type*
Year Built
Number of beds*
Number of floors*
Is it a new build?*
- Yes
- No
Freehold or Leasehold*
- Freehold
- Leasehold
Amount of years
Garage or parking?*
- Garage
- Parking
- None
Basement or Cellar?
- Basement
- Cellar
- None
Under construction?
- Yes
- No
Listed building?
- Yes
- No
Is it habitable?
- Yes
- No
Greater than 1 acre?
- Yes
- No
Used for agricultural?
- Yes
- No
Brick, block or stone?
- Brick
- Block
- Stone
Slate or tile?
- Slate
- Tile
Flooded in 5 years?
- Yes
- No
Shared Owner?
- Yes
- No
Is an Estate Agent dealing with the sale?*
- Yes
- No
Company*
Name*
Phone Number*
Email
Address*
Street Address City County / State / Region ZIP / Postal Code
Would you like to use an approved lender panel solicitor?*
- Yes
- No
Details of your solicitor
Name
Firm
Address
Street Address City County / State / Region ZIP / Postal Code
Email address
Property Access
Who can the lender contact for the valuation?
Do you currently have a mortgage?*
- Yes
- No
Current mortgage questionnaire
Current Lender*
Mortgage Account Number
Original Purchase Price
Outstanding Loan*
Current Monthly Payment*
Original Term*
Term Remaining*
Final Repayment Date
Current Rate
Current Product Type (Fixed, SVR etc.)
Any Redemption Penalties
Current Repayment Type (C&I / IO/ Split)
Additional Borrowing (If yes please detail).
Any Additional Information
Preferred Monthly Payment Date?*
Bank Account to be used for Mortgage Payments?
Account holder Name
Name of Bank
Account number
Sort Code
Do you know of any changes that may affect your circumstances in the near future?*
- Yes
- No
Please explain

Authorised and regulated by the Financial Conduct Authority. FCA registration number 629977.
Registered in England and Wales Company no. 05749664
Registered office: 26 York Street, London W1U 6PZ.

Fortuna Financial Planning Limited

4 Old Park Lane
Mayfair
London, W1K 1QW

Hertford office
114-116 Fore Street
Hertford, SG14 1AJ

+44 (0)1992 503 410
contact@fortunafinance.co.uk