Mortgage CRM Prototypes

Applicant Information

Primary details for all applicants on this mortgage application

Title

First Name

Middle Name

Surname

Date of Birth

Sex

Mobile Number

Email Address

Home Phone

Work Phone

Current Address

City

Postcode

Date Moved In

Residential Status

Monthly Rent

Marital Status

Number of Dependants

National Insurance No.

Tax Rate

Employment Details

Current and previous employment information

Employment Status

Job Title

Employer Name

Start Date

Employment Type

On Probation

Company Registration No.

Expected Retirement Age

Employer Address

Income & Assets

Annual income, assets, and financial position

Basic Salary (Annual)

Guaranteed Bonus (Annual)

Regular Overtime (Annual)

Other Income (Annual)

Total Annual Income

Net Monthly Take Home

Budget for Mortgage

Asset Details

Property Requirements

Details about the property you're purchasing or remortgaging

Property Type

Property Value

Deposit Amount

Loan Amount Required

Preferred Mortgage Term

LTV Ratio

Financial Commitments

Existing loans, credit cards, and monthly obligations

Credit Card Balances

Personal Loans

Car Finance

Student Loans

Total Monthly Liabilities

Credit History

Past credit issues or adverse events

Any Previous Defaults?

CCJs or Bankruptcy?

Mortgage Arrears?

Debt Management Plan?

Additional Details

Mortgage Preferences

Your priorities and requirements for the mortgage product

Interest Rate Type

Fixed Period

Repayment Type

Priority: Low Rate

Priority: Flexibility

Overpayments Needed?

Insurance & Protection

Life insurance, critical illness, and property protection needs

Life Insurance Required?

Critical Illness Cover?

Income Protection?

Buildings Insurance?

Current Smoker?

Any Health Conditions?

Applicant Details

Applicant Information

Employment Details

Income & Assets

Property Requirements

Financial Commitments

Credit History

Mortgage Preferences

Insurance & Protection

Sarah Mitchell

Applicant Details

Applicant Information

Employment Details

Income & Assets

Property Requirements

Financial Commitments

Credit History

Mortgage Preferences

Insurance & Protection

Sarah Mitchell

Property Details