Residential Instruction Form - Re-Mortgage

Please use the form below to help us get things started. The details you give will be used to draft legal documents so it is important that they are accurate and should match the details in your identification documents. If the property is owned jointly, please also include the other person’s details in the ‘second client’ section. Where information is identical for both of you (e.g., address) please select ‘same.’

Do you have a joint applicant for this re-mortgage?

Section 1 - Contact Details

Main Applicant

Title*Required

Forename*Required

Middle name/s

Surname*Required

Date of Birth*Required

Address Line 1*Required

Address Line 2

Town/City*Required

County*Required

Postcode*Required

Email Address*Required

Preferred Contact Number*Required

Occupation*Required

Second Applicant

Title*Required

Forename*Required

Middle name/s

Surname*Required

Date of Birth*Required

Address Line 1*Required

Address Line 2

Town/City*Required

County*Required

Postcode*Required

Email Address*Required

Preferred Contact Number*Required

Occupation*Required

Other Contacts

What is the name of the person at Roythornes that you are dealing with?

*Required

Section 2 - Property Details

Is the address of the property to be re-mortgaged as given above?*Required

Current Mortgage

Lender Name*Required

Approximate outstanding mortgage amount*Required

Account Number*Required

New Mortgage

Lender Name*Required

Mortgage Amount*Required

Other Details

Do you have any other loans charged to your property?

Section 3 - Other Occupiers

Other than yourselves please give the names of all persons over 17 years of age who live with you.

Occupier 1

Occupier 2

Occupier 3

Occupier 4

Verification of Identity

Our professional rules require us to undertake verification of identity checks for which we need to collect certain information from you. In order to securely and efficiently complete this process you will receive an email from Roythornes Solicitors with the e-mail . This e-mail will contain a link inviting you to provide details and evidence of ID. The process is quick and easy to use and can be completed on a computer or mobile phone.

When you click on the link you will be taken to the Legl system, which will guide you through the process. For more information please see Protecting your identity - Roythornes Solicitors.

Section 5 - Security

Please enter a “Safe” word below. We will use this to verify your identity if during the transaction we request sensitive information from you such as your bank details.

Security "Safe" Word:

Section 6 - Terms and Conditions of Business

Please read the statements below and e-sign the declaration and agreement.

The Lawyer dealing with your case is qualified to advise you on property law. You will need to consult other appropriately qualified professionals for advice on non-legal matters such as the structural condition of a property, its services and market value and tax liabilities. For advice on separate legal issues such as matrimonial settlement or making a Will please ask and we will arrange for the appropriately qualified lawyer to contact you.

Confidentiality

Everything we discuss with you is dealt with in the strictest confidence. However, in property transactions certain information must be passed to other parties involved. Your instructions to us will be taken as your authority to communicate such information when we consider it appropriate, to ensure the successful implementation of your instructions.

Section 7 - Declaration and Agreement

I/We confirm that the information given in this Instruction Form is correct to the best of my / our knowledge

I/We instruct Roythornes Limited to carry out the legal services on my /our behalf in accordance with the Roythornes standard Terms and Conditions of Business

I/We authorise Roythornes Limited to obtain my / our property title deeds (sale / re-mortgage cases only)

Where a property is to be held jointly, we the undersigned agree and authorise Roythornes Limited to accept and act on the instructions from any joint owners of the property and we agree to be bound by those instructions.

I/We authorise Roythornes Limited to contact my/our Mortgage Lender to obtain a redemption figure

Signed:*Required

Next Steps

Once completed, this form is automatically sent to our Residential Conveyancing Team for processing. In addition, our Business Support Team will also carry out the necessary checks to verify your ID. Please note it may be necessary for further checks to be carried out in which case additional identification or information may be required.

Privacy Notice

Your trust is important to us and it is equally important that you understand how we collect and use your data. To find out more, please read our Privacy Notice or visit our website at any time.

Complaints Procedure

Our aim is to provide you with a service you should be fully satisfied with. We genuinely welcome your comments and any recommendations you may have to improve our service. In the unfortunate event that you are dissatisfied with our service, and you cannot resolve matters with the person dealing with your transaction, please ask to speak to their supervisor who will explain our complaints procedure and deal with your complaint.

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