Mortgage & Protection Fact Find: Interactive HTML Template for Advisers

Mortgage & Protection Fact Find — Interactive HTML Template

A fully interactive, browser-based mortgage and protection fact find for mortgage advisers and brokers. No software required. Open in any browser, fill in on screen, and print or save as a PDF.

Built for DA and AR firms who want a clean, professional client-facing document without the limitations of a static PDF.

What's included:

• All sections covered: adviser details, personal information, employment and income, outgoings, assets and liabilities, mortgage requirements, existing protection, protection needs analysis, and declaration
• Gross and net income fields with auto-calculating totals across Sections 4, 5, 6 and 9
• Auto-calculated disposable income, net worth, lump sum shortfalls, and CIC requirements
• Collapsible sections with a progress tracker
• Section notes boxes throughout for adviser annotations
• Print-to-PDF ready with a clean, professional print layout
• White label, no branding included, ready to use as your own
• Single HTML file, no installation, no subscription, no login

Who it's for:

Mortgage advisers and brokers operating under DA or AR permissions who want a structured, comprehensive fact find that works in the browser and prints cleanly for the client file.

How it works:

Download the file, open it in Chrome or Edge, complete on screen with your client, then print or save as a PDF directly from the browser.

Want it branded to your firm?

A bespoke branded version is available with your firm's name, logo, and colours applied throughout, including the cover page, section headers, and print layout. Contact team@alexandria.works to find out more.

Coming soon: client pre-appointment version.

A simplified client-facing version is currently in development, designed to be sent to clients ahead of their appointment to capture key information in advance. Existing customers will be notified first when it becomes available.

Want it hosted for you?

If you'd like a clean URL to send directly to clients rather than managing the file yourself, Alexandria Works can host a branded version for you. Contact team@alexandria.works to find out more.

Found something that needs updating?

If you spot an error or something that doesn't quite work as expected, get in touch and I'll look into it. Contact team@alexandria.works and I'll aim to respond within 2 working days.

By purchasing this product you confirm you have read and accepted the disclaimer included within the file.

Licensed for use by a single firm only. Redistribution or resale is not permitted.

One-time purchase. Instant download. £35.