In association with

FREE OVERSEAS MORTGAGE EVALUATION

Find out if you could get an overseas mortgage faster, easier and cheaper

As there are many possible finance facilities available (depending on your own personal circumstances), it would be helpful for you to provide as much information as possible to enable my lending sources to initially evaluate whether they can assist you further. Therefore, please complete and return the form below – all information provided will be dealt with in the strictest confidence:

Note: Sections marked with a star (*) are required fields

When completing the form, please mark any blank fields with N/A.

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INTERNAL USE ONLY: Referral Code
Where did you hear about my services? ( E.G. Website, Referral, Banner, etc.)
Your current personal circumstances
What is your current situation regarding your search for a property?*
This question should be answered if you are purchasing a property.
- I do not wish to purchase a property
- I want to find out what I can afford before looking (you do not have to have a specific property in mind, but it is helpful to provide examples/links to what you are looking for when asked in the relevant question below)
- I am looking at properties now
- I have found a property I wish to purchase
- Other
Have you had an offer accepted on a specific property, if yes, what is the expected completion date?
Please provide more details regarding your current search for property.*
What is your current situation regarding an existing property?*
This question is applicable if you are raising additional funds on a property you already own.
- I do not want to raise funds against an existing property
- I wish to raise additional costs
- I wish to repay the existing mortgage
- Other
Please provide the full purpose of the additional costs.*
Please advise for what purpose.*
Location of property (ie: Country) to be financed*
If the Country/Area is not shown in the list above OR you are considering more than one country, please advise here:
Location of property (ie: Town/City) to be financed.*
Location of UK property (ie: Town/City) to be financed.*
If available, please provide the full postal address including the post code
If available, please provide any web link(s) available for the property being purchased
Type of property*
Description of commercial property
Please provide a brief description of the commercial property that you would like to purchase (e.g. no. of bedrooms, if it's currently habitable).
Is the property new or secondhand?
- New
- Secondhand
What is the current use of the property?
What is your intended future use of the property?*
Who is the Developer that will be overseeing the construction (lenders prefer locally based builders)?
Please provide their contact name, business name, address, telephone number and email address
When will it be finished?
What actual works are being carried out?
What is the cost of construction?
How much is to be borrowed in total (purchase and works) and when the monies will need to be drawn down?
Are copies of the relevant/required Planning Permissions/Building Licences available?
Estimated value of the land/property before and after construction?
Mortgage requirements
Purchase price/valuation*
Provide numbers only, no currency symbols.
Please state the currency of the purchase price/valuation*
Total loan required in the same currency as the purchase price/valuation*
Provide numbers only, no currency symbols. If this is a remortgage, please include the existing loan to be repaid plus any additional funds required.
Term of required mortgage (Years)*
Do you have savings/existing resources to cover the deposit plus the fees and taxes incurred when making a property purchase (please note these amounts cannot come from any additional borrowing at the same time when you apply for the mortgage)?*
Please provide information about what savings/existing resources you have and in what currencies.*
E.g. 100,000 GBP and 50,000 EUR.
What is the source of the funds for the deposit, fees and taxes?*
Other - Please give more details*
Do you require an Interest only or Repayment (Capital & Interest) mortgage
- Interest only
- Repayment
How will the outstanding capital be repaid at the end of the mortgage term?
Do you intend to rent the new/existing property?
- Yes
- No
How much rent do you intend to charge each month (state currency)?
Do you intend to carry out improvements to the property and/or is the property to be constructed from outset?
Regarding any works to be carried out, please advise: What actual works are being carried out? Cost of construction, conversion/renovation? How much is to be totally borrowed (purchase and works where applicable) and when the monies will need to be drawn down? Copies of any Planning Permissions/Building Licences required? Who will be overseeing the construction, conversion/renovation (lenders prefer locally based builders)? Estimated value of the property before and after construction, conversion/renovation?
If you are not renting, what will be the purpose/use of the property:- ie: Holiday/Retirement Home etc?
For how much each month (please state currency)?
Please can you also confirm any other lending sources you may have already approached (to avoid duplication) regarding this mortgage request and any outcome?*
Please can you tell us with whom you have approached? When did you approach them? What was the outcome?*
Applicant 1
If you require an additional applicant form - Please select "Yes" at the end of this section.
Salutation/Title*
First Name*
Last Name*
Date of birth*
Marital Status*
Number of dependant children under 18 years of age?
Number of dependant adults (18+ years of age)?
Nationality*
Are you a citizen of the USA?
Are you a permanent resident alien of the USA?
Do you have a visa for the USA?
What kind of visa for the USA do you have?
Current Country of Residence
Have you ever been resident in the UK?*
When were you a resident in the UK?*
Please provide dates.
Please provide 3-years address history – including dates.*
Please provide your existing property portfolio details, where applicable.
For each property we require the address, date of purchase, property value, mortgage lender name, mortgage balance, mortgage payment, repayment type (interest-only/repayment), rental income received.
Day telephone (incl international code)*
Home telephone (incl international code)
Mobile telephone (incl international code)
WhatsApp telephone (incl international code)
Do you also have access to any of these other apps?
- BOTIM
- HiU
- IMO
- SIGNAL
- ToTALK
- VIBER
- WECHAT
Please tick all that apply.
Telephone number(s) associated with this/these app(s) (incl international area code)
Please separate with a comma.
Email Address*
WhatsApp telephone number (incl international area code)
Employment
What is your employment status
Name of and address of employer
Employer's website
Occupation
Type of business / Trading style
How many years have you been trading?
What Pension Income are you in receipt of per annum? (Please state the amount and in which currency this is received)
Name and address of your business
Your business website
What % Shareholding do you have within your company? (If not applicable, enter a number "0")*
What has been your Gross Turnover for each of the last three years - if applicable? (Please state the amount and in which currency this is received)*
e.g.: 2021/22 = USD 60,000; 2020/21 = USD 55,000; 2019/20 = USD 50,000
What has been your Net Profit for each of the last three years - if applicable? (Please state the amount and in which currency this is received)*
e.g.: 2021/22 = USD 60,000; 2020/21 = USD 55,000; 2019/20 = USD 50,000
What has been your Net Personal Income After Tax for each of the last three years - if applicable? (Please state the amount and in which currency this is received)
e.g.: 2021/22 = USD 60,000; 2020/21 = USD 55,000; 2019/20 = USD 50,000
How long have you been employed at your current company (if less than 12 months, please advise if there is any probationary period remaining)?
Gross Income Per Annum (please state the amount and in which currency this is received)
What is your net earned income after tax and pension deductions per ANNUM? (Please state the amount and in which currency this is received)
What is your net earned income after tax and pension deductions per MONTH? (Please state the amount and in which currency this is received)
Bonus/commission/overtime (please state the amount and in which currency this is received)
Is the Bonus/commission/overtime guaranteed
- Yes
- No
What has been the average (please state the amount and in which currency this is received)
If Self-Employed, for how many years can you provide Audited Accounts for your business?
- 1 year
- 2 years
- 3 years
- not available
- other
If other, please provide more information here
What is your personal gross income per annum? (Please state the amount and in which currency this is received)
Existing personal mortgage and rental payments (please state currency)
Current mortgage amount(s) outstanding (please state currency)
Current monthly mortgage payments where you reside, if applicable (please state currency)
If you are moving into the new property for which you are applying for finance, would your current monthly mortgage payments cease?
Current monthly rental payments where you reside, if applicable (please state currency)
If you are moving into the new property for which you are applying for finance, would your current monthly rental payments cease?
Other loans and commitments
Do you pay school fees / childcare?*
School fees / childcare monthly payments and finish dates (please state currency & finish date)*
Include all of your school fees / childcare commitments. State the monthly payment, currency and finish date for each. If there is more than one payment, number each one in the same format as the following example: (1) 1299 GBP, 18-May-2025 (2) 1599 EUR, 21-Oct-2027
Do you pay maintenance / alimony (from divorce)?*
Maintenance / alimony (from divorce) monthly payments and finish dates (please state currency & finish date)*
Include all of your maintenance / alimony commitments. State the monthly payment, currency and finish date for each. If there is more than one payment, number each one in the same format as the following example: (1) 1299 GBP, 18-May-2025 (2) 1599 EUR, 21-Oct-2027
Do you have credit card debt outstanding that will not be paid on or before your next credit card statement(s)?*
Credit card provider(s), balance(s) and finish dates (please state currency & finish date)*
Include all of your credit cards with balances outstanding. State the provider name, balance, currency and finish date for each. If there is more than one credit card, number each one in the same format as the following example: (1) NatWest, 1455 GBP, 23-Nov-2028 (2) NAB, 2000 AUD, 06-03-2026
Credit card monthly payments (please state currency)*
Include all of your credit cards with outstanding balances. State the monthly payment amount and currency for each. If there is more than one credit card, number each one in the same format as the following example using the same numbering system/order as in the previous question: (1) NatWest, 50 GBP (2) NAB, 100 AUD
Do you have any other loans outstanding?*
Other loan provider(s), balance(s) and finish dates balance(s) and finish dates (please state currency & finish date)*
Include all of your loans with monthly payments. State the lender name, balance, currency and finish date for each. If there is more than one loan, number each one in the same format as the following example: (1) NatWest, 7500 GBP, 19-Jun-2029 (2) NAB, 5000 AUD, 11-Dec-2026
Other monthly loan repayments (please state currency)*
Include all of your loans with balances outstanding. State the lender name, balance and currency for each. If there is more than one loan, number each one in the same format as the following example using the same numbering system/order as in the previous question: (1) NatWest, 200 GBP (2) NAB, 400 AUD
Other income
Do you receive regular income from any other sources (other than your main employment), if yes, please provide details and confirm in what currency?:
Please state if your other income is received monthly or annually.
Assets
PLEASE NOTE IT IS ESSENTIAL FOR A CREDIBLE CREDIT ANALYSIS THAT ALL ASSETS ARE DECLARED
Existing property value (s) and location (please state currency)
Other savings, bonds, shares, pension funds etc
Have you missed any payments on mortgages or unsecured credit commitments. Including default and CCJs?
- Yes
- No
If yes, please provide full details
Do you require any additional assistance in any of the following areas?
- Currency exchange
- Legal advice
- International buildings & contents insurance
- Property search
Notes
Please clearly explain in this section, the full purpose of the finance required if not covered above, plus, please advise any other relevant information that you feel would be helpful for this application.
Additional Applicants
In this section, you can tell us if there are any additional applicants, how many there are, and what their names and email addresses are for reference. After you submit this form, we will send you a link that you can share with the additional applicants that will take them to a form so that they can provide the information we need about them to start the joint application process.
Do you require an additional applicant form? (i.e. Is this a joint application?)*
- Yes
- No
How many ADDITIONAL applicants are there?*
Please tell us how many additional applicants there are, NOT how many applicants there are in total. I.e. If the application is for two people, you should select one additional applicant - this is for yourself and one additional applcant.
Applicant #2 Name*
Applicant #2 Email*
Applicant #3 Name*
Applicant #3 Email*
Applicant #4 Name*
Applicant #4 Email*
CUSTOMER PRIVACY NOTICE
In order to process your personal data under both the UK Data Protection Act and EU General Data Protection Regulation (GDPR), please confirm you have read the “Customer Privacy Notice” and accept the contents by ticking the checkbox below. Please note, if the application is in joint names, by ticking this box, you are also accepting on behalf of all applicants.
Are you completing this form as the individual(s) applying for the mortgage?*
Please state your relationship to the applicant(s).*
Please state your full name.*
Please state your telephone number including area/country code where applicable.*
Are you available on WhatsApp?*
Please state your email address.*
Declaration*
- I confirm I have read and understood the Customer Privacy Notice and I agree to allow www.simonconn.com to store and process my personal data.
NOTE: This form will not be forwarded unless the checkbox is ticked.
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In association with

FREE OVERSEAS MORTGAGE EVALUATION

Your current personal circumstances

Mortgage requirements

Applicant 1

Employment

Existing personal mortgage and rental payments (please state currency)

Other loans and commitments

Other income

Assets

Notes

Additional Applicants

CUSTOMER PRIVACY NOTICE