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Run: Client Fact Find and Needs Analysis Form

A mortgage client fact find form for capturing borrower details, income, expenses, deposit source, and advice objectives in one place. Use it to document sui...

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Submission Notice and Consent

I consent to the collection and use of my personal and financial information for mortgage fact finding, needs analysis, affordability assessment, and audit trail purposes. (required)

Yes No N/A

Preferred contact method (required)

Preferred contact time

Anything we should know before reviewing your application?

Use this for brief context only. Do not include sensitive information unless it is relevant to your mortgage needs.

Client and Household Details

Full name (required)

Date of birth (required)

Email address (required)

Phone number (required)

Marital status

Number of dependants

Property and Mortgage Objectives

What best describes your mortgage need? (required)

How will the property be used? (required)

Property status (required)

Estimated property value

Loan amount requested (required)

Preferred mortgage term (years)

Income and Employment

Employment status (required)

Employer name

Job title

Annual gross income (required)

Additional annual income

Include bonuses, overtime, rental income, maintenance, or other regular income if it will be used in affordability assessment.

Income notes

Use this to explain variable income, recent changes, or any supporting context.

Financial Situation

Current monthly housing cost

Estimated monthly living expenses (required)

Existing mortgage balance

Total monthly debt repayments

Other liabilities

List any other commitments that may affect affordability, such as maintenance obligations, loans, or credit commitments.

Available deposit or equity

Deposit Source and Supporting Documents

Source of deposit or equity

Upload supporting documents

Examples: payslips, bank statements, tax calculations, proof of deposit, ID documents, or existing mortgage statements.

Document notes

Add any context about the documents uploaded, including missing pages or explanations for unusual transactions.

Needs Analysis and Advice Objectives

Primary objective (required)

Interest rate risk tolerance (required)

Repayment preference (required)

Special requirements or accommodation needs

Include any reasonable accommodation, accessibility, language, or communication needs that should be considered during the advice process.

Additional advice notes

Use this to record any important context, preferences, or constraints relevant to the recommendation.

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Email (required)

Your name (optional)

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