Mortage Enquiry Form

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Your Property project
When are you planning to buy a property? : please select in the next 3 months in the next 6 months in over 6 months time
Have you signed a preliminary sales agreement? : please select Yes No
How is your property to be used? : please select Main residence Second home Buy to let Leaseback rental scheme Other
Purpose of mortgage: please select Existing property with or without renovation work Property off-plan Construction only Renovation works only Refinance of existing mortgages and / or personal loans Equity release

Basic Personal Information
Name of 1st Applicant Date of Birth Nationality


Name of 2nd Applicant Date of Birth Nationality


Home Address

Telephone Numbers
Contact E-mail Address
Estimated Mortgage Required
Mortgage Term Required (years) please select 12345678910111213141516171819202122232425
Deposit Available (excluding Notaries' fees)

If you have found a property, please provide the details in the box below. If the property is a brand new one and its on a "leaseback" / residence du tourisme scheme, please ensure you make this clear AND confirm the gross purchase price, including the French TVA / VAT, even if its waived at outset.: Property Address: Region or Dept Number: Brief Property description: Purchase Price: Notaire's Fees: Estate Agents' Fees:

Employment / Self-employment Details

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Please note that applicants who own 20% or more of the shares in a Limited Company are classed as "Self Employed" as are Sole Traders and Partnerships. Applicant 1 : Are you Employed or Self Employed?
Applicant 2 : Are you Employed or Self Employed?

Employed Applicants Only - please provide the following details in the box below:- 1st APPLICANT - Occupation: Employer: Length of Service: Gross Annual Salary: Net Monthly Pay (take home pay): 2nd APPLICANT - Occupation: Employer: Length of Service: Gross Annual Salary: Net Monthly Salary (take home pay):
Self Employed Applicants Only - please provide the following details in the box below 1st APPLICANT - Nature of business: Financial / Accounting Year End: Business ownership/shareholding details: Gross Turnover (most recent Year): Gross Turnover (previous Year): Net Profit (most recent Year): Net Profit (previous Year): 2nd APPLICANT - Nature of business: Financial / Accounting Year End: Business ownership/shareholding details: Gross Turnover (most recent Year): Gross Turnover (previous Year): Net Profit (most recent Year): Net Profit (previous Year):

Other Income and Financial Commitments

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"Other" Income Details
Please provide full details of any other significant income (if applicable) - for example: from investments, rental payments received, pension income, maintenance received by Court order etc. You do not need to include Child Benefit, if in receipt of that benefit. Nature / Type of Income: Amount(s): Frequency: Will this income continue, after purchasing in France:-
Outgoings & Existing Commitments

Please confirm in the box provided, and for all mortgage applicants / co-buyers, the details requested below.

(1) Existing Mortgage(s) - for all mortgages held please state - Monthly Payment: Term left: Lender: Approx Balance: (2) Rent paid (if applicable) monthly amount: (3) Existing Loans (e.g. car loans, personal loans, consumer loans): please state - Monthly Payment: Term left: Lender: (4) Credit Card(s): If not cleared in full each month, please state - Current balance(s): Minimum Monthly Payment(s) required: (5) Any other major contractual outgoing(s), such as Maintenance payments, School fees etc (please confirm nature & amounts involved and if paid by "Term Time Credit" arrangements). You do not need to detail your normal "day to day" living expenses, such as utility bills, travel expenses, food etc - as these are not required for lending assessment purposes. :
The current values of any Property you already currently own

Any Other Relevant Information

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Is there any other information which you consider might be / could be relevant to us in connection with your enquiry and in assessing the information you have provided ? Or, is any information given within this form about to change or will change to your knowledge ?

Any other information (if applicable):