Alex Rowe Mortgage & Protection Advisor Mortgage Advice Form 1st Applicant Name* 2nd Applicant Name 1) Are you expecting your income to go up or down in the next 3 years? Up Down No change expected 2) Are you expecting any money coming to you in the next 3 years that you would like to pay off the mortgage? Yes No 3) Would you want to look at overpaying month to month on your mortgage? Yes No Guidance - Some mortgages are more flexible to allow you to overpay but there is never any requirement to do this4) Would you want the option of raising any money from your property in the next 3 years? Yes No 5) Would you be open to trying to reduce your mortgage term over the years? Open to looking at this No GUIDANCE - At the end of your product period, when we look at further options, if affordability works, you can shave years off the mortgage term. 6) Is there a possibility you might look at moving home in the next 3 years? Yes No Maybe 7) A fixed rate mortgage gives you stability of payments- Is this important to you? Yes No, I would like to look at non-fixed rate options GUIDANCE - There are a variety of fixed and non-fixed rates in the market. An example of the benefit of some non-fixed rate products is they can be more flexible with larger overpayments