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Single Ownership Initial Assessment Form

Private & Confidential

We are pleased to launch our new assessment portal for Shared ownership new build and resales properties. During testing period, your feedback will be much appreciated.

Launch *NEW* Shared Ownership Financial Assessment Portal (Beta)

You must fill out all sections of the assessment unless stated otherwise. Please enter N/A for fields that do not apply.  Our aim is to confirm the outcome within 48 hours (excluding weekends)..

If you are making a joint application, click here.

Name of Housing Association or Developer:

Type of scheme

Full Name:

Date of birth:

Number of Dependants:

Age of each dependant:

Current Address:


Best contact number:


Have you lived in the UK for the last 2 years?

Do you have permanent UK residency?

Were you born outside of the UK?

Please state how long you have lived in the UK?

If you do not have permanent residency, please provide details of your visa/ work permit here:

I am:


Start date with current employer?

Permanent contract?

Are you currently in a probation period

Details of any outstanding probation (if applicable):

Are you on a fixed contract?

If you are on a fixed contract, please give details of the start & end dates:
Start Date:
  End Date:
Basic Salary before tax per annum: Guaranteed Allowances (please state e.g. London Weighting or Car Allowance) per annum:
TOTAL (basic & g’teed Allowances) per annum:

Overtime / commission per annum:

Bonus per annum:

What is your average take home pay per month after deductions? (taken from latest 3 x payslips):

How many years' accounts or self-assessed tax returns are available?

Type of Business?

Date business established?

Last year’s net profit:

Previous year’s net profit:

Year before net profit:

Limited Company only:

Director’s salary for last year?

Director’s salary for previous year?

Dividend income for last year?

Dividend income for previous year?

Child Benefit (per annum):

Child Tax Credit (per annum):

Working Tax Credit (per annum):

Maintenance income (by court order or CSA only):

Investment or Private Pension income:

Do you have a 2nd Job?

2nd job (please provide full details):

Are you able to provide proof of the above stated additional income?

How many credit/store cards do you have?

Total amount outstanding on all your cards? ( include 0% balance transfer cards in above total)

Do you clear the whole balance each month?

Do you have any unsecured loans or Hire Purchase agreements?

What are the monthly payments on each loan?




How long left to run on each loan?








List any other loans along with time left on each loan

Car Finance / Lease?

How long left to run?


Monthly Car Payment:

Are you making child maintenance payments?

If so, state the amount per month & until when?



Are you making payments for Child care?

If so state the amount per month:

Do you have any regular deductions from salary for a Company Pension or Student loan?

If so state the amount per month:


Have you ever had a mortgage or loan application refused?

Have you ever been in arrears, incurred County Court Judgements, Defaults, missed/late payments or been declared bankrupt?


If ‘Yes’ please provide full details:

PLEASE NOTE: You will need up to £3,000 - £4,000 to cover your legal and mortgage set-up costs. This will be in addition to any deposit that you intend to put towards the purchase.

Please state your own current savings here:

If you are in receipt of a monetary ‘gift’ from a family member please provide details here:

Is the ‘gift’ money held in the UK?



Full purchase price:

What percentage share are you buying and the price of the share?


How much deposit do you intend to put down?

Mortgage required:

Monthly rent (if applicable):

Monthly Service Charge (if applicable):

Type of property: House or Flat?

If you have any other information that you feel may be relevant to your enquiry please provide it here:

Censeo Ltd. combines the skills of award-winning financial services professionals with a deep understanding of the affordable housing sector.

It is most important that you take specialist advice since not all lenders will consider these schemes. Selecting the wrong lender or using a mortgage advisor not familiar with these schemes could delay your purchase.

We believe that a great business only exists if it delivers great service. The cornerstones to great service are truth, transparency and trust. Censeo following the initial assessment can guide you through the whole process until you move into your chosen property.

Please confirm whether you have already taken mortgage advice:

If yes, please provide the name of the company or bank that gave you the advice

Are they arranging your mortgage for you?

Would you like to discuss your options with one of our mortgage advisors?

I have read, understood and agree to the Data Protection Declaration:   Yes   No

I agree to further contact as described in Our Future Relationship:   Yes   No

Censeo Limited is an appointed representative of PRIMIS Mortgage Network. PRIMIS Mortgage Network is a trading name of First Complete Ltd which is authorised and regulated by the Financial Conduct Authority for mortgages, protection insurance and general insurance products. Censeo Limited is registered in England and Wales, company registration number 06453977, the Registered Address 11b Newton Court, Pendeford Business Park, Wolverhampton, WV9 5HB.

We will charge a broker fee of between £295 and £495, payable on application. The amount we will charge is dependent on the amount of research and administration that is required.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

The Financial Conduct Authority does not regulate all Buy to Let mortgages.

© 2008-2021 Censeo Ltd. All rights reserved. Data Protection Declaration & Privacy Policy | Company Information | Contact Us


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