Mortgage infomation form.
Abbot Associates Limited.

Please compete as much detail as possable.

Name

Address

The above address is my main residence

Yes

Are you

select each option that applies

A first time buyer

A property owner

requiring a residential remortgage

Require a Buy to Let remortgage

Require a Mortgage to purchase a new buy to let

I am currently renting

Living with parents

Living with partner

Date of birth

YYYY

Retirement age

please give as much detail as possible

Occupation

Current residential mortgage details

Do you have a copy of your Mortgage offer

Yes (please upload a copy to us)

Current mortgage lender

Mortgage account number

Current residential mortgage outstanding

Term remaining on mortgage

Date purchased and purchase price

please give as acuratly as possable

Mortgage repayment type

Repayment/ capital and interest

Interest only with no repayment vehicle

Interest only with repayment vehicle

Part interest only part repayment

Ownership

joint or single if so who with

Residential address notes

type of property

Buy to let investment property

Address 2

Date purchased and purchase value 2

Mortgage outstanding 2

Mortgage account number 2

Mortgage lender 2

Remaining Term 2

Mortgage type

Repayment or intrest only

Mortgage 2 Notes

Details of mortgage and property 3

Please provide the same details as above on property 3 including date purchased and value

Below are details that will help us select your new mortgage please tick all options that apply to you.

New Mortgage choices

I would like a repayment mortgage.

I am prepared to have an interest only mortgage.

I would like an interest only mortgage and do not require a repayment option.

I would consider a pension mortgage.

I would consider an investment backed mortgage.

I do not wish to borrow past retirement

I am prepared to borrow after retirement.

I am interested in a buy to let mortgage

Intrest rate type

I would prefer a fixed rate mortgage 1-2 years.

I would prefer a fixed rate mortgage 2-5 years.

I would prefer a fixed rate mortgage for more than 5 years.

I would prefer a low rate, discount or tracker mortgage.

I would prefer more flexibility than a lower rate.

I would prefer not to pay high up front fees.

Are you likely to move again in the next few years

I Would prefer

Plese Tick all that apply

To avoid uncertainty of interest rate changes

Minimise mortgage payments in the first few years

Not to have an early redemption penalty

Ability to vary monthly payments or pay lump sums off mortgage without penalty:

To link your mortgage to a savings or current account

The ability to add fees to the loan

Free legal fees

No valuation fees

No arrangement or booking fees

Access to initial sums ('cash back')

Are you concerned about the possibility of future interest rate changes?

No early redemption charge

No early redemption overhang

To have Interest rate calculated daily:

Notes On new Mortgage Requirement.

Loans, Hp, Interest free credit, Credit cards with a balance outstanding. tick each you have.

Please Tick all that apply

Credit Cards

Student Loans

Any other Borrowing

Loans ( including car loans)

Interest free Credit

Full detail of above borrowing including Monthly Payments, term of loan or credit, amount outstanding, purpose of loan/credit.

you can upload the latest statment to us if you wish.

Other regular commitments e.g. child care, travel, give details

Below you can upload a document such as a mortgage offer or a recent mortgage statement. if you wish to upload multiple documents please go to our website and under forms you can complete the upload document form.

File Upload

Delete all uploads

Choose files or drag here

You will also need to complete the basic fact find details form and the income and expenditure form available on our website.