Initial Assessment

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Initial Assessment

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Applicant 1

Name of housing association

Name of new development/scheme

Property address

Type of scheme

Phone

Full purchase price

Price of share

Rent

Service charge

Length of lease

Full name

Email Address

Mobile Number

Date of birth Insert in this format 'dd-mm-yy'

Nationality

Permanent right to reside

Please clarify your visa status with type

Visa Start Date Insert in this format 'dd-mm-yy'

Visa Expiry Date Insert in this format 'dd-mm-yy'

Maritial Status

Number of dependents and ages

Type of employment

Gross annual basic salary or taxable

Income for current and previous year

Frequency of any bonus

Bonus this year

Bonus last year

Current month overtime/commission

Previous month overtime/commission

Universal credit monthly

Do you have any loans

Total monthly payments for loans

Current credit card balance

Credit card balance to be repaid

Outstanding credit card balance that will remain

Monthly maintenance payment

Monthly childcare payment

Do you have any defaults

Date default registered Insert in this format 'dd-mm-yy'

Date default satisfied Insert in this format 'dd-mm-yy'

Do you have any CCJs’

Date CCJ registered Insert in this format 'dd-mm-yy'

Date CCJ satisfied Insert in this format 'dd-mm-yy'

Total savings

How much of this is in the UK

Amount to be used for the deposit

Gifted deposit

Is it coming from a bank in the UK

Any additional information

Applicant 2

Name of housing association

Name of new development/scheme

Property address

Type of scheme

Phone

Full purchase price

Price of share

Rent

Service charge

Length of lease

Full name

Email Address

Mobile Number

Date of birth Insert in this format 'dd-mm-yy'

Nationality

Permanent right to reside

Please clarify your visa status with type

Visa Start Date Insert in this format 'dd-mm-yy'

Visa Expiry Date Insert in this format 'dd-mm-yy'

Maritial Status

Number of dependents and ages

Type of employment

Gross annual basic salary or taxable

Income for current and previous year

Frequency of any bonus

Bonus this year

Bonus last year

Current month overtime/commission

Previous month overtime/commission

Universal credit monthly

Do you have any loans

Total monthly payments for loans

Current credit card balance

Credit card balance to be repaid

Outstanding credit card balance that will remain

Monthly maintenance payment

Monthly childcare payment

Do you have any defaults

Date default registered Insert in this format 'dd-mm-yy'

Date default satisfied Insert in this format 'dd-mm-yy'

Do you have any CCJs’

Date CCJ registered Insert in this format 'dd-mm-yy'

Date CCJ satisfied Insert in this format 'dd-mm-yy'

Total savings

How much of this is in the UK

Amount to be used for the deposit

Gifted deposit

Is it coming from a bank in the UK

Any additional information

Please select the consultant or administrator for this development