Mortgage Questionnaire

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In Principle DecisionYOUR PERSONAL ONLINE FORM

Let's start...

Your first step to getting a French € mortgage

Make your French dream happen !

Let's begin..YES

Please complete this form on a computer or laptop

some smartphones may not be compatible unfortunately

IMPORTANT - Minimum Mortgage Amount

Please note that the French banks we work with impose a strict MINIMUM mortgage amount currently set at 150 000€ - please do not complete this form if you require a mortgage for less than 150 000€

I have read and fully understand the above message

No Yes

IMPORTANT - Please Read

ALL named buyers of the new French property MUST apply as borrowers by French law. Irrespective if the person has income or not.

I have read and fully understand the above message

No Yes

How many borrowers will there be?*

Please read the important message above

What currency will you use on this form to indicate your income + outgoings etc ?*

Other Currency*

please specify

1st ApplicantYOU

First Name

Last Name

Your age*

Nationality*

Please indicate your nationality*

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Email Address

International Phone Country Code*

Your International Phone Code

Your phone number

Status*

Do you have any dependent children?

No Yes

Age of Children

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Country where you permanently reside now ?*

Country where you pay income tax ?*

If other, please indicate the country*

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If other, please indicate the country*

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2nd ApplicantBUYER nº 2

First Name

Last Name

Your age*

Nationality*

Please indicate your nationality*

Write Here

Email Address

International Phone Country Code*

Your International Phone Code

Your phone number

Status*

Do you have any dependent children?

No Yes

Age of Children

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Country where you permanently reside now ?*

Country where you pay income tax ?*

If other, please indicate the country*

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If other, please indicate the country*

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The French PropertyTHE DREAM

Tell us about your project

Have you found a property to buy yet?*

YES

If Yes, please indicate the 5-digit French post code

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If No, what region / town are you considering?*

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Type of Property*

Please explain...*

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Property will be used as*

Please explain..*

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Purchase Price*

Amount in Euros please

If applicable, how much are the renovation works estimated to cost?

Amount in Euros please

Mortgage amount required - STRICT MINIMUM of 150 000€*

Indicate the Euro amount

Mortgage Term required *

Number of years

Origin of your deposit*

Do you intend to purchase via a FRENCH Real-Estate Holding Company?*

YES

If Yes, which type if known

Please explain how you intend to own the property*

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Ideally, by when are you looking to complete this purchase?

Select Date ×

Do you have a weblink for the property to copy & paste here

Write Here

1st ApplicantYOUR INCOME

Employment Status*

If you are Employed

Employer's Name

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Employer's Website address

Write Here

Position held

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Town / Country where you work

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The year you started with current employer

Write Here

If less than 2 years, previous company & position

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Gross BASIC salary per annum

Write Here

Any annual Car allowance?

Write Here

Do you receive an Annual Bonus ?

YES

2020*

Bonus in 2020

2019

Bonus in 2019

2018

Bonus in 2018

If you are a Director of your OWN company

Your Company Name

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Your Company Website Address

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What Industry does your company operate in ?

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In which country is your company incorporated?

Write Here

Year when your company was incorporated

Write Here

When is your company 'trading year' end date ?

Write Here

Last 3 years ANNUAL PERSONAL income from your business as stated on your PERSONAL tax returns

Last tax year

Yearly income

Salary

Dividends

2 tax years ago

Yearly income

Salary

Dividends

3 tax years ago

Yearly income

Salary

Dividends

If you are Self-Employed

Your Company Trading Name

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Your Company Website Address

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What type of professional trade do you do?

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Since which year have you been in continuous self-employment?*

Write Here

Your personal taxable NET profit for last 3 years as stated on your personal tax returns

Last tax year

Yearly income (NET profit)

Personal taxable NET profit

2 tax years ago

Yearly income (NET profit)

Personal taxable NET profit

3 tax years ago

Yearly income (NET profit)

Personal taxable NET profit

If you are in a Partnership

Your Partnership Company Name

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Your Company Website Address

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What type of professional trade do you do?

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Since which year have you been in this continuous Partnership?

Write Here

What is your official company registration number, if one exists

Write Here

Your PERSONAL taxable NET profit for last 3 years as stated on your PERSONAL tax returns

Last tax year

Yearly income

Personal taxable NET profit

2 tax years ago

Yearly income

Personal taxable NET profit

3 tax years ago

Yearly income

Personal taxable NET profit

How many years have you been retired ?*

Gross PENSIONS amount received per annum

Write here

Please explain your status

Write Here

2nd ApplicantYour Income

Employment Status*

If you are Employed

Employer's Name

Write Here

Employer's Website address

Write Here

Position held

Write Here

Town / Country where you work

Write Here

The year you started with current employer

Write Here

If less than 2 years, previous company & position

Write Here

Gross BASIC salary per annum

Write Here

Any annual Car allowance?

Write Here

Do you receive an Annual Bonus ?

YES

2020*

Bonus in 2020

2019

Bonus in 2019

2018

Bonus in 2018

If you are a Director of your OWN company

Your Company Name

Write Here

Your Company Website Address

Write Here

What Industry does your company operate in ?

Write Here

In which country is your company incorporated?

Write Here

Year when your company was incorporated

Write Here

When is your company 'trading year' end date ?

Write Here

Last 3 years ANNUAL PERSONAL income from your business as stated on your PERSONAL tax returns

Last tax year*

Yearly income

Salary

Dividends

2 tax years ago*

Yearly income

Salary

Dividends

3 tax years ago*

Yearly income

Salary

Dividends

If you are Self-Employed

Your Company Trading Name

Write Here

Your Company Website Address

Write Here

What type of professional trade do you do?

Write Here

Since which year have you been in continuous self-employment?*

Write Here

Your personal taxable NET profit for last 3 years as stated on your personal tax returns

Last tax year

Yearly income (NET profit)

Personal taxable NET profit

2 tax years ago

Yearly income (NET profit)

Personal taxable NET profit

3 tax years ago

Yearly income (NET profit)

Personal taxable NET profit

If you are in a Partnership

Your Partnership Company Name

Write Here

Your Company Website Address

Write Here

What type of professional trade do you do?

Write Here

Since which year have you been in this continuous Partnership?

Write Here

What is your official company registration number, if one exists

Write Here

Your PERSONAL taxable NET profit for last 3 years as stated on your PERSONAL tax returns

Last tax year

Yearly income

Personal taxable NET profit

2 tax years ago

Yearly income

Personal taxable NET profit

3 tax years ago

Yearly income

Personal taxable NET profit

How many years have you been retired*

Gross PENSIONS amount received per annum

Write Here

Please explain your status*

Write Here

Other IncomeANY OTHER INCOME?

Rental Income you ALREADY receive

EXISTING Rental Income - please state the GROSS YEARLY amount

ANNUAL Gross amount from all EXISTING rental properties

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Investment Income you ALREADY receive

Please state the YEARLY "investment income" amount as stated on your LAST personal tax return

Write Here

Any Other Income ?

Please specify other income

Write Here

Monthly OutgoingsYOUR DEBT

Do you live in EMPLOYER provided accommodation?

NO YES

Your MAIN Home - if via a Mortgage payment - cost per month*

Write 0 if not applicable

Indicate if this mortgage is Interest Only or Repayment

If applicable, write IO or repayment

Or your MAIN Home if via a Rent payment - cost per month*

Write 0 if not applicable

Any Holiday / Second Home Mortgage - cost per month*

Write 0 if not applicable

Indicate if this mortgage is Interest Only or Repayment

If applicable, write IO or repayment

BUY-TO-LET Rental Property Mortgage(s) - in your PERSONAL name - total cost per MONTH*

Total GROSS amount - BEFORE any deductions - do NOT include any mortgages linked to a business

Write 0 if not applicable

Indicate if these Rental mortgages are Interest Only or Repayment or both

If applicable, write IO or repayment

Car Loan(s) - cost per month*

Write 0 if not applicable

Other Loan(s) - cost per month*

Write 0 if not applicable

Child Maintenance / Alimoney that you pay to ex-spouse/partner - cost per month*

via official court judgement

Write 0 if not applicable

How many different credit cards do you have in total ?*

For ALL borrowers - please include AMEX and other charge cards / store cards etc

Have you undertaken any type of "Equity Release" on any of your properties within the last 12 months?

If yes, please explain

NO YES

Do you intend to undertake a new "Equity Release " cash drawdown mortgage of any kind PRIOR to purchasing the new French property?

If yes, please clearly explain

NO YES

Please explain about this new cash release from your existing property*

The amount and reasons why you will need this new money

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Your AssetsWHAT YOU OWN

Number of properties owned in your Personal names (all borrowers combined)*

Value of your MAIN home

Write Here

MAIN HOME mortgage balance outstanding*

Write 0 if not applicable

Value of all other properties (rental, holiday, etc)*

Only properties in your PERSONAL names (not a company name)

Write 0 if not applicable

All other mortgage balances outstanding (rental, holiday, etc)*

TOTAL balances left to pay

Write 0 if not applicable

INCLUDING the deposit for the new French property, indicate current value of ALL your CASH savings in your Personal names (all borrowers combined)*

Cash, Premium Bonds, ISA, Savings Plans, etc

Write Here

Current value of ALL Stocks & Shares in your Personal names (all borrowers combined)*

Public quoted shares, Private company, Employee Stock Option plans, Treasury Bonds...

Write Here

Any other Investments in your Personal names (all borrowers combined)*

Gold, Diamonds, Watches, Art, Forestry, Classic Cars, Boats...

Write 0 if not applicable

Current Gross value of your private pension plans (SIPP / 401k / superannuation, etc)*

Write 0 if not applicable

Other Information you feel would be helpful regarding your Assets / Liabilities

Please use this space to tell us something you feel is of importance

UNITED STATES OF AMERICAUSA connection

Do any borrowers hold a USA passport?

No Yes

Are any borrowers a permanent resident in the USA?

No Yes

Were any borrowers born in the USA?

No Yes

Do any borrowers hold any bank accounts in the USA?

No Yes

Does any borrowers submit tax documents to the US Internal Revenue Service (IRS)?

No Yes

CONFIRMATIONFINISHED

So far, are you happy with our client service?

We may never be.., but we strive to be professionally perfect!

NO YES

Which Estate Agent & Company recommended you to us?

First Name & Surname + Company if known

Other Information you feel we should know

eg: details of existing French mortgage to refinance, bridging loan reasons, employment change, etc

Write Here

COVID-19

Is any person on this form currently benefiting from any type of national Government "FURLOUGH" assistance

This is for ALL types of employment you may have

NO YES

Please give further information

the name of the applicant, since when, and if known when it is likely to stop

Write Here

BACK HOME

Form successfully restored

In Principle DecisionYOUR PERSONAL ONLINE FORM

Let's start...

Your first step to getting a French € mortgage

Make your French dream happen !

Let's begin..YES

Please complete this form on a computer or laptop

some smartphones may not be compatible unfortunately

Please note that the French banks we work with impose a strict MINIMUM mortgage amount currently set at 150 000€ - please do not complete this form if you require a mortgage for less than 150 000€

ALL named buyers of the new French property MUST apply as borrowers by French law. Irrespective if the person has income or not.

1st ApplicantYOU

2nd ApplicantBUYER nº 2

Purpose of MortgageWHAT IS THE PROPERTY PROJECT ?

What will the mortgage be used for?

The French PropertyTHE DREAM

Tell us about your project

1st ApplicantYOUR INCOME

Last 3 years ANNUAL PERSONAL income from your business as stated on your PERSONAL tax returns

Your personal taxable NET profit for last 3 years as stated on your personal tax returns

Your PERSONAL taxable NET profit for last 3 years as stated on your PERSONAL tax returns

2nd ApplicantYour Income

Last 3 years ANNUAL PERSONAL income from your business as stated on your PERSONAL tax returns

Your personal taxable NET profit for last 3 years as stated on your personal tax returns

Your PERSONAL taxable NET profit for last 3 years as stated on your PERSONAL tax returns

Other IncomeANY OTHER INCOME?

Rental Income you ALREADY receive

Investment Income you ALREADY receive

Any Other Income ?

Monthly OutgoingsYOUR DEBT

Your AssetsWHAT YOU OWN

UNITED STATES OF AMERICAUSA connection

CONFIRMATIONFINISHED

COVID-19

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