Stewart Financial

Mortgage fact find

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Which office is closest to you? Required

How many applicants? Required

Section 1

Client details

Basic details for each applicant.

Section 2

Address history

We only ask for earlier addresses when needed to cover the last three years.

Section 3

Current mortgage

Details of the mortgage on the current home, if there is one.

Is there a current mortgage? Required

Section 4

New mortgage requirements

What the client is looking to arrange.

Mortgage purpose Required

Purchase price / property value

£

Deposit amount

£

Loan amount required

£

Preferred monthly budget

£

Preferred term

years

Product preference

Deposit source

Savings Equity Gift Other

Do any of the applicants own another property? Required

Section 5

Employment and income

Choose the most accurate employment type and only the relevant questions will appear.

Section 6

Credit commitments

Add loans, credit cards, car finance and any other regular credit payments.

Additional notes

Final check

Review and submit

Check the information below. Use Back to make changes.

I confirm that the information provided is accurate to the best of my knowledge. I authorise Stewart Financial to assess my mortgage requirements and, where appropriate, obtain an agreement in principle on my behalf. I understand that this involves sharing relevant details with lenders, who may carry out credit and identity checks. Further information is available in the Privacy Notice.

Your completed PDF will be sent directly to mortgages@stewartfinancial.co.uk.

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