Skip to main content
Following our conversations, please complete this fact-find in as much detail as possible to allow us to progress matters forward for you.

Personal Details

Please include any middle names

Address History

Current Address

Additional Properties

If you have more than 5 properties but do not have a spreadsheet detailing your portfolio please let us know.
Portfolio Documentation
Additional Property 1 Address
Is property Mortgaged?
Additional Property 2 Address
Is property Mortgaged?

Dependants

Dependant 1

Dependant 2

Depandant 3

Dependant 4

Employment and Self Employment

Month and year is sufficient if exact date is not known.
Work Address
Do you work from home?

Additional Income

For example Child Benefit, Universal Credit, PIP, Second employment or Self employment.

Existing Financial Credit Commitments

e.g. Credit card, personal loan, finance agreement, hire purchase, klarna, Pay day loans 

Get your Credit Report here https://www.checkmyfile.partners/CPLS3PH/2CTPL/?source_id=connect

Commitment 1

E.G Credit card, Personal loan, Car Finance, Interest free loan etc.
E.G. Credit cards/Halifax

Commitment 2

E.G Credit card, Personal loan, Car Finance, Interest free loan etc.
E.G. Credit cards/Halifax

Commitment 3

E.G Credit card, Personal loan, Car Finance, Interest free loan etc.
E.G. Credit cards/Halifax

Commitment 4

E.G Credit card, Personal loan, Car Finance, Interest free loan etc.
E.G. Credit cards/Halifax

Commitment 5

E.G Credit card, Personal loan, Car Finance, Interest free loan etc.
E.G. Credit cards/Halifax

Commitment 6

E.G Credit card, Personal loan, Car Finance, Interest free loan etc.
E.G. Credit cards/Halifax

Commitment 7

E.G Credit card, Personal loan, Car Finance, Interest free loan etc.
E.G. Credit cards/Halifax

Commitment 8

E.G Credit card, Personal loan, Car Finance, Interest free loan etc.
E.G. Credit cards/Halifax

Commitment 9

E.G Credit card, Personal loan, Car Finance, Interest free loan etc.
E.G. Credit cards/Halifax

Commitment 10

E.G Credit card, Personal loan, Car Finance, Interest free loan etc.
E.G. Credit cards/Halifax

Existing Mortgage Details

Adverse Credit Information

 e.g. Default, County Court Judgement, late payments
(Please supply full copy of your credit file if uncertain):

Adverse Credit 1

Property to be mortgaged

(current property if Remortgage or ideal property if not found yet)

Deposit Details

Source of Deposit
Please confirm the source and add any relevant notes.

Additional Information

For example: adverse credit explanation, additional pay on payslip, maternity information, extra address history, or further background.
Drag & Drop Files, Choose Files to Upload
Documentation requirements

Clear photos of documents are acceptable.

ALL applicants please provide:

Photo ID (Driving licence/Passport)
Proof of address (Driving licence/Council Tax/Utility bill dated within the last 3 months)
Last 3 months’ bank statements (showing salary paid in)

Employed:

Latest 3 months’ payslips
If you receive Annual or Quarterly bonus payments - Any/All payslip dated in the last 2 years showing these payments
Zero Hour Contract - latest P60
Limited Company Director - Latest 2 years Company Accounts

Self-employed:

Last 2 years of SA302s
Last 2 years of corresponding Tax Year Overviews
Note: This can be found on your HMRC Gateway log in OR can be requested from your accountant.
If you are part of the Construction Industry Scheme, please provide your latest 13 weeks of invoices/payslips

Additional income:

Bank statements showing payment, or most recent Award Letter from DWP. This is not needed if already shown on the latest 3 months’ bank statements you are providing.
Use this field to tell us what documents you will be sending or to note anything missing.
Consent & Privacy Agreement
Connect Mortgage Services will use the information provided in this form, including personal and financial information, solely for the purpose of assessing your mortgage application and any related financial services.

Your information may be shared with relevant lenders, insurers, protection providers and regulated third parties where necessary to process your application.

Your information will not be used for marketing purposes unless you have separately opted in.

All form submissions are securely sent directly to Connect Mortgage Services and are not stored on this website. Please review our Privacy Policy for further information.