Welcome to the Mortgage Knight fact find. This is where you tell us about you, your income and your plans, so we can search the whole market and match you to the right lender.
Takes around 15–20 minutes. It saves as you go, so you can leave and come back as many times as you like — as long as you use the same device and browser and don't clear your browsing data. Clearing cookies/history or using private mode will reset the form.
What you'll need handy: ID and proof of address, your last 2–3 years' income evidence (payslips / SA302s / accounts), recent bank statements, details of any credit issues, and the property details if you have them.
Nothing leaves your device until you choose to send it, and your file is protected with a password you set. Mortgage Knight Ltd is authorised and regulated by the FCA (No. 994617).
Incorrect password — please try again, or ask your adviser.
Smart Fact Find
Your answers save on this device automatically as you go — there's no save button and nothing leaves your device. When you've finished, tap Finish & create file to send: you set a password, and the file is downloaded for you to email to your adviser.
Saved on this device
?Leaves the form for now. Your answers stay saved on this device, so you can come back later on the same device and browser and carry on where you left off.?Wipes everything here and starts a fresh, empty fact find. Only use this if you want to discard what's on screen and begin again — it can't be undone.?Mainly for our office: load a saved fact find file back in to review, edit and re-send. Returning customers can use the upload link at the top of the form instead.?Makes a clean PDF of the fact find that you can save or print for your own records. This is not the file you send us — use Finish & create file to send for that.
Tip: in the print box, set “Destination” to Save as PDF. If a web address shows at the bottom of the page, turn off “Headers and footers” (under More settings) for a clean copy.
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There is a saved draft on this device.
New transaction started — your personal details, portfolio and company info are kept. Please check each section and update anything that's changed, then add the new property and loan.
This file was saved in an earlier version of the form. We've since added bank account & direct debit details, separate postcode fields, and a few extra questions (refused applications, debt management plans). Please skim through and complete anything new before sending.
How this works: Start with About your case below. As you go, the sections relevant to you appear — tap any section heading to open it. It saves itself as you type, so you can stop and come back any time on this device. When done, create your protected file and email it to your adviser; the password keeps it private, and we open it our end to complete your case.
?Only if you've sent us a fact find before. Upload that file to carry your details and property portfolio forward, so you don't retype everything. New customers can ignore this and just start below.