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Get Mortgage Fact Find
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How to fill out the Mortgage Fact Find online
Completing the Mortgage Fact Find is a key step in obtaining tailored mortgage advice. This guide provides a clear and structured approach, helping users navigate through the form easily and effectively.
Follow the steps to complete the Mortgage Fact Find accurately.
- Press the ‘Get Form’ button to access the Mortgage Fact Find form in your preferred editor.
- Begin by filling out the 'Client Details' section for both clients, including names, addresses, and contact information. Update the marital status and electoral roll details as applicable.
- Continue to the 'Basis of Advice & Personal Objectives' section. Indicate the priorities for each client regarding new mortgages or reviews and specify reasons for seeking a mortgage.
- In the 'Personal Details' section, document the personal information of both clients. This includes their date of birth, national insurance number, and details about any children or dependants.
- Move to the 'Income & Occupation Details' section. Detail employment status, income sources such as salary and other benefits, and any previous employment if applicable.
- Next, complete the 'Expenditure' section by listing all current mortgage or rent payments, household bills, and other monthly outgoings for both clients.
- Proceed to the 'Assets' section where you need to enter details about owned properties, cash, investments, and any business assets.
- Fill in the 'Current Mortgages and Loans' section, detailing any existing mortgage accounts, amounts owing, and lender details. Specify if there are any early redemption penalties.
- In the 'New Mortgage Details' section, describe the property to be mortgaged, the desired loan amount, term, and budget for monthly repayments.
- Complete the 'Credit History' section, providing information regarding any past financial difficulties or judgments.
- Lastly, review the 'Mortgage Features' and 'Attitude to Mortgage Risk' sections, providing insights on preferences regarding interest rates, repayment strategies, and any concerns.
- Once all sections are filled, you can save changes, download, print, or share the completed Mortgage Fact Find.
Start completing the Mortgage Fact Find online today for a more informed mortgage experience.
A Key Facts Illustration (KFI) is a document that provides you with lots of key mortgage information, it may also be referred to as a European Standardised Information Sheet (ESIS). The document format was developed to help you compare the costs and features of several mortgages provided by one or more lenders.