Greentree Fact Find
To make sure we have the information we need, we'd like you to answer a few questions.
Please view our privacy notice, which contains information on how and why we collect your data:
Keeping your information safe is incredibly important to us – using this form is more secure than emailing us directly. We will treat the answers you give us in the utmost confidence.
Initially we will use this information to help understand your financial situation, to give you the best possible advice, and to find the right mortgage deal for your needs.
If you decide to proceed beyond our initial consultation, we will also use this information to submit your mortgage application.
Don't worry if you don't have all the information required the first time you complete this form.
Once you've completed the form we will email you a copy of the information you have given to us, plus a link to edit your responses. For this reason, we would advise that you use
You will be able to use this link to:
a) update your fact find with new information
b) amend any details as they may change
Please let us know if you have any questions, otherwise we look forward to receiving your completed form (even if it's just a first draft).
What is your full name?
This should be your official name as it appears on your passport.
What is your gender?
To verify your identity, mortgage lenders will match the data you provide about your identity with data from a range of data sources, to check different information you give them. If you do decide to specify your gender, it narrows down the data field and helps the lender find you in the records they check.
Prefer not to say
Is this a joint application?
For example, are you applying with a partner, family member, or friend?
Yes, and I am the primary applicant
Yes, but I am the secondary applicant
No, it's just me
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