Financial Assessment Form

Please fill out the form below and a member of our experienced advisor team will contact you to discuss your circumstances and mortgage affordability.

This form collects your data so that we can proceed with your affordability/mortgage enquiry. Check our Privacy Policy for all of the information on how we store and manage your submitted data, and your legal rights regarding your data. *

I consent to having The Residential Mortgage Hub collect my data

Please note that the information you give us will be used to assess your affordability. We will require evidence of this and therefore any incorrect information given at this point will cause delays and may affect your ability to proceed. If you are unable to provide accurate information, please contact us before applying. *

I agree with the above statements and that the information I am submitting is true and accurate

How can we help you? *

Would you like an Agreement In Principle for a mortgage?

Which Housing Association are you buying through? (Shared Ownership only)

Which Estate Agent are you buying through?

Number of Applicants *

Applicant 1 - Title *

Applicant 1 - Name *

First

Middle

Last

Please give the details found on your birth certificate and official documents and not nicknames or shortened names. It’s super important to get your middle name/s right, too. This will make things more straightforward later in the process.

Applicant 1 - Date of Birth *

Applicant 1 - Marital status *

Applicant 1 - Contact number *

Please note we only accept UK landline and mobile numbers.

Applicant 1 - Email *

Applicant 1 - Current address *

Applicant 1 - Do you have a UK Passport? *

Applicant 1 - Have you had any credit problems (CCJ'S or defaults) in the last 6 years? *

Applicant 1 - Have you had any missed or late payments in the last 12 months? *

Applicant 1 - Have you had any payday loans in the past 6 years? *

Applicant 1 - Occupation *

Applicant 1 - Employment status *

Applicant 1 - Employment type *

Applicant 1 - What is your basic salary? (Per Annum) *

Applicant 1 - How long have you been with your current employer? *

Years & Months

Applicant 1 - Do you have any overtime, commission or bonuses in addition to your basic salary? *

Applicant 1 - Do you pay regularly into a pension? If so, how much per month?

If applicable

Applicant 1 - Do you pay any student loan fees? If so, how much per month?

If applicable

Applicant 1 - Do you have any dependants? *

Applicant 1 - Do you pay any child care, nursery fees or child maintenance? *

Applicant 2 - Title

If applicable

Applicant 2 - Name

First

Middle

Last

If applicable. Please give the details found on your birth certificate and official documents and not nicknames or shortened names. It’s super important to get your middle name/s right, too. This will make things more straightforward later in the process.

Applicant 2 - Date of Birth

If applicable

Applicant 2 - Marital status

If applicable

Applicant 2 - Contact number

If applicable. Please note we only accept UK landline and mobile numbers.

Applicant 2 - Email

If applicable

Applicant 2 - Current address

If applicable

Applicant 2 - Do you have a UK Passport?

If applicable

Applicant 2 - Have you had any credit problems (CCJ'S or defaults) in the last 6 years?

If applicable

Applicant 2 - Have you had any missed or late payments in the last 12 months?

If applicable

Applicant 2 - Have you had any payday loans in the past 6 years?

If applicable

Applicant 2 - Occupation

If applicable

Applicant 2 - Employment status

If applicable

Applicant 2 - Employment type

If applicable

Applicant 2 - What is your basic salary? (Per Annum)

If applicable

Applicant 2 - How long have you been with your current employer?

Years & Months - If applicable

Applicant 2 - Do you have any overtime, commission or bonuses in addition to your basic salary?

If applicable

Applicant 2 - Do you pay regularly into a pension? If so, how much per month?

If applicable

Applicant 2 - Do you pay any student loan fees? If so, how much per month?

If applicable

Applicant 2 - Do you have any dependants?

Applicant 2 - Do you pay any child care, nursery fees or child maintenance?

All Applicants - Do you have any additional income? *

For example, child benefit, working tax credits or pensions etc.

All Applicants - Do you have any credit cards? *

All Applicants - Do you have anything on a monthly finance agreement? *

For example, a car, jewellery or watches etc. (please do not include mobile phone commitments)

All Applicants - Have you ever had a mortgage or loan application refused? *

All Applicants - Do you currently own any other properties? *

Please note some schemes are only available to those who do not currently own another property.

How much deposit do you have? *

Address of the new property *

Further information may be available from the housing association or estate agent

What is the full purchase price of the new property? *

What share percentage would you like to buy? (%)

Only applicable to shared ownership properties

Is the new property a flat or a house? *

Please provide any further notes or comments that you feel may be helpful here:

Have already taken mortgage advice? *

Do you have an Agreement In Principle? *

Are you happy for one of our advisors to contact you to discuss your options? *

Our advisors may contact you for additional information and documents that are relevant to your circumstances

Are you happy to proceed? *

By completing this form and hitting submit, you agree that you are providing your information to check your affordability and eligibility for a mortgage. By completing this form, you also agree that The Residential Mortgage Hub can contact you from time to time, to provide you with promotional material which may be of interest to you. The Residential Mortgage Hub does not share data with any 3rd parties, so all communication will be specific to you and your interests and will only come from us.

Important information

Your home may be repossessed if you do not keep up repayments on your mortgage.

There may be a fee for mortgage advice. The actual amount will depend upon your circumstances.

There is no fee for initial mortgage advice before application. A fee may be payable if you decide to proceed, depending on your individual circumstances. Any fee will be discussed and agreed with you before you proceed.