This guide explains each of the fields in the personal details section on Smartr365.
Fact Find > Applicant Details > Personal Details
The scroll bar to the right of each form can be used to navigate through all fields in this section. You can save any changes by clicking the ‘Save’ button at the bottom of each form.
Fields included in this section:
Title (Miss, Ms, Mr, Mrs, Dr)
First Name*
Middle Name
Surname*
Known As
Gender
Date of Birth (DD/MM/YYYY)
Selecting the little calendar icon will allow you to select the DOB from a calendar pop up. Once the DOB is selected, Age will be automatically calculated when the Date of Birth is entered.
Country of Birth
Select from the drop down, or use the search bar to search for the Country of Birth.
Mobile Phone Number*
Home Telephone
Work Telephone
Email*
Marital Status (Married / Single / Separated / Divorced / Widowed / Civil Partnership)
Visa (None / Tier1 / Tier2 / Tier3 / Tier4 / Tier5)
Nationality
Select from the drop down, or use the search bar to search for the applicant’s Nationality.
Second Nationality
Select from the drop down, or use the search bar to search for the applicant’s Second Nationality.
Passport Number
Passport Valid From (DD/MM/YYYY)
Selecting the little calendar icon will allow you to select the date from a calendar pop up.
Passport Valid To (DD/MM/YYYY)
Selecting the little calendar icon will allow you to select the date from a calendar pop up.
Will the applicant be resident in the UK for tax purposes when the mortgage is completed? (Select ‘Yes’ or ‘No’)
Is the applicant seeking asylum in the UK? (Select ‘Yes’ or ‘No’)
Does the applicant hold Refugee status? (Select ‘Yes’ or ‘No’)
Does the applicant hold Indefinite Leave to Remain? (Select ‘Yes’ or ‘No’)
Has the applicant been a resident in the UK for more that one year? (Select ‘Yes’ or ‘No’)
Has the applicant been known by any other names? (Select ‘Yes’ or ‘No’)
Selecting ‘Yes’ will pop up additional fields to record the applicant’s previous name, including:
Previous Title (Miss, Ms, Mr, Mrs, Dr)
Previous First Name
Previous Middle Name
Previous Surname
Additional Information
This is a free text box for you to record any additional information you would like to record within the Fact Find. E.g. Mother’s Maiden Name, date of name change etc.