Independent Financial Consultants
82 Upper Leeson Street
Dublin 4
Tel: +353 1 6601 016
Fax: +353 1 6642 988
Mob: +353 87 2588 066
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MORTGAGE FACILITY - ENQUIRY
I have just received an enquiry for a new mortgage facility. I have outlined the requirement figures below, can you please advise the MAXIMUM amount of borrowing for this customer
*
indicates all are mandatory fields.
CLIENT 1:
CLIENT 2:
Name:
*
Name:
D.O.B:
D.O.B:
Phone Number:
*
Phone Number:
Address:
Address:
Email:
*
Email:
First Time Buyer:
First Time Buyer:
MORTGAGE REQUIRED :
MORTGAGE REQUIRED :
Amount
Amount
Term (yrs)
Term (yrs)
OCCUPATION:
OCCUPATION:
Occupation:
Occupation:
Length of Service:
Length of Service:
Permanent:
Permanent:
SALARY:
SALARY:
Gross: (per annum)
Gross: (per annum)
O/Time:
O/Time:
Bonus:
Bonus:
Commission:
Commission:
Other Income:
Other Income:
Nett: (per annum)
Nett: (per annum)
OTHER BORROWINGS
OTHER BORROWINGS
MORTGAGE:
MORTGAGE:
Lender:
Lender:
Amount o/s:
Amount o/s:
Term:
Term:
LOANS:
LOANS:
Lender:
Lender:
Amount:
Amount:
Further details:
Further details:
SAVINGS
SAVINGS
What/where:
What/where:
Amount:
Amount:
INVESTMENTS:
INVESTMENTS:
With/where:
With/where:
Amount:
Amount:
Summary –
Include further details, explanatory notes, please indicate a good time of day for someone to contact you.