JPA
Paraplanning &
Admin Services
JPA
Paraplanning & Admin Services
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Mortgage
What is the rationale on this mortgage
Meeting Dates
Client First Name
Client Last Name
Partner Name
Partner Email Address
What mortgage are you recommending?
Term and amount of new mortgage
Approximate house value
Mortgage Type
BTL
Re-mortgage
New mortgage
Has relevant sourcing been done for repayment?
Yes
No
Have shorter terms been considered and sourced?
Yes
No
Do they have existing mortgages in place?
Yes
No
Current Lender
Mortgage type
Fixed rate
Standard variable
Tracker
What is the current fixed rate
When does the fixed rate end
Current rate, if known
Do they own any other properties?
Yes
No
If yes, please provide details if not on the CFR
Has the application already submitted?
Yes
No
Would you like us to submit for you?
Yes
No
Have we received the offer?
Yes
No
What Date?
Why have you recommended the product selected?
Reason for term selected
Reason for Fixed rate of 2/3/5/ or 10 years
Have we got income on file?
Yes
No
Are you happy for us to contact the client to obtain this?
Yes
No
Do we have bank statements on file?
Yes
No
Are you happy for us to contact the client to obtain this?
Yes
No
Does the client have any debts?
Yes
No
Have you got details of these, amount left, term remaining, and monthly payment
Have you charged the client a fee?
Yes
No
Would you like a Suitability Report or letter?
Report
Letter
Upload document/s
Choose File/s
Date / Time
Submit Form
