Fact-Find Form

Please complete as much of the form as you can and get in touch with us if you need assistance.

Please complete one copy of the form below for each applicant in turn along with the necessary supporting files for upload. There is no option to save your progress, so please ensure that the form is completed and files are uploaded in one session.

1. PERSONAL DETAILS:
2. CURRENT HOME:
3. EMPLOYMENT & INCOME:
4. LIABILITIES:
5. CURRENT MORTGAGES (if you are a first-time buyer, do not complete)
6. MONTHLY EXPENDITURE:
7. NEW MORTGAGE REQUIREMENTS:
8. FILE UPLOADS (PDF ONLY):

PLEASE NOTE: If uploading more than one document, you need to select all chosen documents by using shift-click and click open to upload them all at the same time.

Before You Click The Submit Button

Thank you for completing the Fact Find document. Before you click the “Submit Form & Documents” button, please ensure that all the required sections of the form are completed and that all the required supporting files have been selected (Please Note: the number of files selected will be displayed against each button).

 Once we have all of the above we will start on your initial review and get back to you with all of your options as soon as possible.

Envision Financial Solutions