Owner Occupier DIP & Illustration request

We can provide an estimation of how much your client might be eligible to borrow, with no credit check at this stage. We'll email a response within two business working days, valid for 14 days. Our mortgages are available for properties in England and Wales only.

This request does not include Family Mortgages or our Retirement Lifestyle Booster.

An alternative to what's on the high street
All fields marked '*' are required
Do you require a

If you require an Illustration we'll send this to you once the DIP has been agreed

Will all the borrowers occupy the property?*
For the occupying household:
Below fields for occupying if above question is 'no'
For the occupying household:
For the non-occupying household supporting the mortgage:

If there is more than one household supporting the mortgage, please leave additional information in the comments box at the end of the form

 

Is this a JMSO mortgage?*
Will the application be submitted via a packager firm?*
Refundable
Refundable

If there is a specific person to contact at your firm for complaints, please provide their name and contact details.

If you don’t have a complaints procedure on your website, please provide a link to a similar information source.

Unfortunately we are unable to offer JMSO mortgages if there is an expat on the application
Are any of the applicants Expats?*

APPLICANT ONE

Is this applicant an occupying or non-occupying borrower? *

INCOME

Internal note - *Next field is EMPLOYED gross basic salary*

Internal note - *Next field is LIMITED COMPANY DIRECTOR gross basic salary*

If your client is aged 65 years or over, or will reach 65 years old during the term of the mortgage, please provide details of retirement / pension income.

Enter any profit from land and property from the SA302 minus any dis-allowable finance costs. To check this please call your BDM or the Mortgage Desk on 01372 744155

 

Does the applicant have a second job?
Any other income not covered by the above?

OUTGOINGS

Please provide joint outgoings for all occupiers on the application. If you’re completing this for a subsequent applicant please enter ‘0’ if there are no additional outgoings
Please provide joint outgoings for all non-occupying applicants in the same household. If you’re completing this for subsequent non-occupying applicants with no additional outgoings, please enter ‘0’
Other monthly commitments that will continue when this new mortgage starts (please state below - if not applicable state £0):
Any residential mortgages to remain?

If your client has an overdraft that will remain after completion please include the average monthly cost in the additional information section below.

 

CREDIT HISTORY

Has your client ever:
Had a Court Order registered against them or any such proceedings pending?*
Made arrangements with creditors or been made bankrupt or any such proceedings pending?*
Had a pay day loan?*
Had a mortgage application on a property refused?*
Been in excess of two monthly payments in arrears with any credit or mortgage agreements or had a mortgaged property repossessed?*

APPLICANT TWO

Is this applicant an occupying or non-occupying borrower? *

INCOME

*INTERNAL NOTE  - Next field is EMPLOYED gross basic salary*
*INTERNAL NOTE  - Next field is LIMITED COMPANY DIRECTOR gross basic salary*
If your client is aged 65 years or over, or will reach 65 years old during the term of the mortgage, please provide details of retirement / pension income.

Enter any profit from land and property from the SA302 minus any dis-allowable finance costs. To check this please call your BDM or the Mortgage Desk on 01372 744155

 

Does the applicant have a second job?
Any other income not covered by the above?

OUTGOINGS

Please provide joint outgoings for all occupiers on the application. If you’re completing this for a subsequent applicant please enter ‘0’ if there are no additional outgoings
Please provide joint outgoings for all non-occupying applicants in the same household. If you’re completing this for subsequent non-occupying applicants with no additional outgoings, please enter ‘0’
Other monthly commitments that will continue when this new mortgage starts (please state below - if not applicable state £0):
Any residential mortgages to remain?

If your client has an overdraft that will remain after completion please include the average monthly cost in the additional information section below.

 

CREDIT HISTORY

Has your client ever:
Had a Court Order registered against them or any such proceedings pending?*
Made arrangements with creditors or been made bankrupt or any such proceedings pending?*
Had a pay day loan?*
Had a mortgage application on a property refused?*
Been in excess of two monthly payments in arrears with any credit or mortgage agreements or had a mortgaged property repossessed?*

APPLICANT THREE

Is this applicant an occupying or non-occupying borrower? *

INCOME

*INTERNAL NOTE  - Next field is EMPLOYED gross basic salary*

*INTERNAL NOTE  - Next field is LIMITED COMPANY DIRECTOR gross basic salary*

If your client is aged 65 years or over, or will reach 65 years old during the term of the mortgage, please provide details of retirement / pension income.

Enter any profit from land and property from the SA302 minus any dis-allowable finance costs. To check this please call your BDM or the Mortgage Desk on 01372 744155

 

Does the applicant have a second job?
Any other income not covered by the above?

OUTGOINGS

Please provide joint outgoings for all occupiers on the application. If you’re completing this for a subsequent applicant please enter ‘0’ if there are no additional outgoings
Please provide joint outgoings for all non-occupying applicants in the same household. If you’re completing this for subsequent non-occupying applicants with no additional outgoings, please enter ‘0’
Other monthly commitments that will continue when this new mortgage starts (please state below - if not applicable state £0):
Any residential mortgages to remain?

If your client has an overdraft that will remain after completion please include the average monthly cost in the additional information section below.

 

CREDIT HISTORY

Has your client ever:
Had a Court Order registered against them or any such proceedings pending?*
Made arrangements with creditors or been made bankrupt or any such proceedings pending?*
Had a pay day loan?*
Had a mortgage application on a property refused?*
Been in excess of two monthly payments in arrears with any credit or mortgage agreements or had a mortgaged property repossessed?*

APPLICANT 4

Is this applicant an occupying or non-occupying borrower? *

INCOME

*INTERNAL NOTE  - Next field is EMPLOYED gross basic salary*

*INTERNAL NOTE  - Next field is LIMITED COMPANY DIRECTOR gross basic salary*

If your client is aged 65 years or over, or will reach 65 years old during the term of the mortgage, please provide details of retirement / pension income.

Enter any profit from land and property from the SA302 minus any dis-allowable finance costs. To check this please call your BDM or the Mortgage Desk on 01372 744155

 

Does the applicant have a second job?
Any other income not covered by the above?

OUTGOINGS

Please provide joint outgoings for all occupiers on the application. If you’re completing this for a subsequent applicant please enter ‘0’ if there are no additional outgoings
Please provide joint outgoings for all non-occupying applicants in the same household. If you’re completing this for subsequent non-occupying applicants with no additional outgoings, please enter ‘0’
Other monthly commitments that will continue when this new mortgage starts (please state below - if not applicable state £0):
Any residential mortgages to remain?

If your client has an overdraft that will remain after completion please include the average monthly cost in the additional information section below.

 

CREDIT HISTORY

Has your client ever:
Had a Court Order registered against them or any such proceedings pending?*
Made arrangements with creditors or been made bankrupt or any such proceedings pending?*
Had a pay day loan?*
Had a mortgage application on a property refused?*
Been in excess of two monthly payments in arrears with any credit or mortgage agreements or had a mortgaged property repossessed?*

MORTGAGE DETAILS

Is the property located in England / Wales?*
If the answer is NO we cannot proceed
Select type

Please note, selected Repayment and Interest-Only products must be from the same category, i.e. core or JMSO.

 

Please confirm*
Please ensure that you print this page now before you press to submit the form if you would like to keep a record of the information you're submitting to us as we're unable to email you the customer's details due to data protection.

If you require an Illustration we'll send this to you once the DIP has been agreed

 

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