Form preview

Get the free Mortgage Fact Find template

Get Form
This document is a comprehensive mortgage fact find used by advisers to gather detailed financial information from clients seeking mortgage advice. It covers various aspects such as applicant details, income, expenditure, credit history, mortgage preferences, and future financial plans. The purpose is to ensure tailored mortgage advice that aligns with the clients\' financial circumstances and goals.
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign mortgage fact find template

Edit
Edit your mortgage fact find template form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your mortgage fact find template form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit mortgage fact find template online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
To use our professional PDF editor, follow these steps:
1
Register the account. Begin by clicking Start Free Trial and create a profile if you are a new user.
2
Simply add a document. Select Add New from your Dashboard and import a file into the system by uploading it from your device or importing it via the cloud, online, or internal mail. Then click Begin editing.
3
Edit mortgage fact find template. Rearrange and rotate pages, insert new and alter existing texts, add new objects, and take advantage of other helpful tools. Click Done to apply changes and return to your Dashboard. Go to the Documents tab to access merging, splitting, locking, or unlocking functions.
4
Get your file. Select your file from the documents list and pick your export method. You may save it as a PDF, email it, or upload it to the cloud.
pdfFiller makes dealing with documents a breeze. Create an account to find out!

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

What is Mortgage Fact Find Form?

The Mortgage Fact Find is a Word document that has to be filled-out and signed for specified purpose. Then, it is furnished to the actual addressee to provide some details of any kinds. The completion and signing is available in hard copy by hand or via a suitable application like PDFfiller. Such applications help to complete any PDF or Word file without printing out. While doing that, you can customize its appearance depending on the needs you have and put a valid electronic signature. Once done, you send the Mortgage Fact Find to the respective recipient or several ones by mail and even fax. PDFfiller has got a feature and options that make your document of MS Word extension printable. It includes a number of settings for printing out. It does no matter how you deliver a document - physically or by email - it will always look well-designed and organized. In order not to create a new writable document from scratch again and again, make the original document into a template. After that, you will have a customizable sample.

Instructions for the Mortgage Fact Find form

Before start to fill out Mortgage Fact Find Word template, make sure that you prepared all the required information. It is a important part, since errors can bring unwanted consequences beginning from re-submission of the full and finishing with deadlines missed and you might be charged a penalty fee. You ought to be pretty observative filling out the digits. At first glimpse, you might think of it as to be uncomplicated. Nonetheless, you might well make a mistake. Some people use such lifehack as saving all data in another document or a record book and then add this information into document's template. Anyway, try to make all efforts and provide accurate and genuine info in Mortgage Fact Find .doc form, and doublecheck it when filling out all necessary fields. If it appears that some mistakes still persist, you can easily make amends when working with PDFfiller editing tool and avoid missing deadlines.

How should you fill out the Mortgage Fact Find template

First thing you will need to begin completing Mortgage Fact Find form is editable copy. If you complete and file it with the help of PDFfiller, look at the ways below how you can get it:

  • Search for the Mortgage Fact Find in the Search box on the top of the main page.
  • In case you have an available form in Word or PDF format on your device, upload it to the editing tool.
  • Draw up the document from the beginning via PDFfiller’s form building tool and add the required elements through the editing tools.

Regardless of the option you prefer, you will be able to edit the document and add more different things. Nonetheless, if you want a word form that contains all fillable fields, you can get it only from the library. Other options are short of this feature, you'll need to put fields yourself. However, it is really easy and fast to do. After you finish it, you'll have a useful template to be submitted. The fields are easy to put once you need them in the document and can be deleted in one click. Each purpose of the fields matches a certain type: for text, for date, for checkmarks. When you need other persons to put signatures in it, there is a signature field too. Signing tool enables you to put your own autograph. Once everything is completely ready, hit Done. And then, you can share your writable form.

Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.3
Satisfied
29 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

You certainly can. You get not just a feature-rich PDF editor and fillable form builder with pdfFiller, but also a robust e-signature solution that you can add right to your Chrome browser. You may use our addon to produce a legally enforceable eSignature by typing, sketching, or photographing your signature with your webcam. Choose your preferred method and eSign your mortgage fact find template in minutes.
Using pdfFiller's mobile-native applications for iOS and Android is the simplest method to edit documents on a mobile device. You may get them from the Apple App Store and Google Play, respectively. More information on the apps may be found here. Install the program and log in to begin editing mortgage fact find template.
Download and install the pdfFiller iOS app. Then, launch the app and log in or create an account to have access to all of the editing tools of the solution. Upload your mortgage fact find template from your device or cloud storage to open it, or input the document URL. After filling out all of the essential areas in the document and eSigning it (if necessary), you may save it or share it with others.
A mortgage fact find is a comprehensive questionnaire used by mortgage advisors and brokers to gather detailed information about a borrower's financial situation, preferences, and needs in order to recommend appropriate mortgage products.
Mortgage advisors and brokers are required to file a mortgage fact find for clients seeking mortgage advice or products, ensuring they have a complete understanding of the client's financial background.
To fill out a mortgage fact find, the borrower must provide personal details such as income, expenses, debts, savings, and specific mortgage requirements. The advisor assists in guiding the borrower through the process to ensure accuracy.
The purpose of a mortgage fact find is to collect relevant financial information from the borrower, helping mortgage advisors assess suitability for different mortgage options and providing tailored advice.
Information that must be reported on a mortgage fact find includes personal information (name, address, contact), financial details (income, expenses, debts), employment status, savings, credit history, and specific mortgage goals or preferences.
Fill out your mortgage fact find template online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.