Mortgage Questionnaire

To prepare our mortgage meeting properly, we ask you to complete this questionnaire together. It is important that we receive this completed questionnaire before our meeting, so that we can prepare everything completely and in-depth.

The following topics are covered in the questionnaire:
1. Personal situation and future plans
2. Preferences with regard to the mortgage
3. Risks and insurances regarding death, disability and unemployment

You can also indicate in the questionnaire if you do not want advice on a specific topic.

Filling in the questionnaire is confidential and is intended for internal use only. On our website you can read more about how Viisi processes your data and how it is protected.
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Klanttype
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Dossiernummer
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Product-ID
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Adviseur
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Naam klant
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E-mailadres
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E-mailadres adviseur
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Geslacht
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Leeftijd
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Nationaliteit
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Woonplaats
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Postcode
1. Personal situation
Living / private
How long (in years) do you expect to live in the property?
How long do you expect to continue living in the Netherlands?
- 1 to 5 years
- 5 to 10 years
- 10 to 20 years
- 20 years or more
What could be the next step after this property?
Suppose you move, what do you expect to do with this property?
- Sell
- Hold and rent out
- Keep as a second home
Are you going to live in the house yourselves (potentially together with family members)?
- Yes
- No
Explain briefly how you want to use the home:
Do you expect a change in your family situation in the coming 0 to 5 years?
What are your current housing costs (basic rent or current monthly mortgage costs)?
What suits {{VOORNAAM1}} the most regarding risk-taking?
- I prefer to avoid risks and I feel comfortable paying a little more for certainty
- Occasionally incurring some risk is fine, but not too much
- I like to take risks, e.g. to save money, and accept my loss if a choice turns out badly
What suits {{VOORNAAM2}} the most regarding risk-taking?
- I prefer to avoid risks and I feel comfortable paying a little more for certainty
- Occasionally incurring some risk is fine, but not too much
- I like to take risks, e.g. to save money, and accept my loss if a choice turns out badly
Are people financially dependent on (one of) you (for example, children or parents)?
- Yes
- No
Who and in what respect?
Do you expect to renovate this property?
- Yes
- No
What are you going to do and what is the budget (approximately)?
If you want to finance the renovation in the mortgage, the renovation costs are reserved in a construction deposit. In this article you can read how such a construction deposit works.
Do you expect to make the property more sustainable or energy efficient?
- Yes
- No
- Don't know yet
Short elaboration (optional)
What are you going to do and what is the budget (approximately)?
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Can we pass on your names and (future) address to De Energiebespaarders (the Energy Savers)?
- Yes
- No
- I would like some more information during our meeting
We will then send you a link to a handy online tool from De Energiebespaarders where you can calculate the energy savings for the home free of charge. The outcome (expected investment and energy savings) will be sent to you in PDF format and we can discuss this during our meeting.

Buyer's costs (Kosten koper) Please fill in the costs below so that we have a good overview of the buyer's costs (if applicable).
Buying agent
Mortgage deed (at the notary)
Ownership deed (at the notary)
Appraisal report
Technical inspection

Mortgage provider
Indicate how strongly you want the following wishes / requirements to be taken into account when choosing a lender.
What do you consider most important when it comes to selecting a mortgage provider?
- Good reputation
- Good online infrastructure
- The lowest monthly costs
- Possibility to rent out the property
- Sustainability policy
How important is the sustainability policy of lenders to you?
- We would like the sustainability policy of lenders to be included in the comparison and I am also willing to pay extra for this
- We would like the sustainability policy of lenders to be included in the comparison, but I would rather not pay extra for this
- The sustainability policy of lenders does not have to be included in the comparison
Tip: do you think the sustainability policy is important in your choice of a lender? Be sure to read up in the Fair Money Guide on the Eerlijke geldwijzer website where you will find scores on various social themes from banks (in the Bank Guide) and insurers (in the Insurance Guide).

3. Risks and insurances
In order to properly advise you on risks and insurances, we now ask the following questions. We would like to have a good picture of your wishes in advance and of any insurance policies that have already been arranged for you, for example through the employer. Make sure you also provide us with information about existing insurance policies in the event of death, disability, unemployment and pension.
The following does not apply if you are an entrepreneur.

It mainly concerns the following documents:
- current insurance policy(s)
- supplementary Provisions of Employer
- UWV employment history
- mijnpensioenoverzicht.nl (my pension overview)
- employer / pension provider information ( for example information from intranet, insurance policies) [optional]
- Uniform Pension overview [optional]
- Pension 1-2-3 [optional]
You can also indicate whether the following applies:
- {{VOORNAAM1}} has no supplementary insurances from the employer in the event of disability or death
- {{VOORNAAM2}} has no supplementary insurances from the employer in the event of disability or death
- No employer's pension is accrued for {{VOORNAAM1}}
- No employer's pension is accrued for {{VOORNAAM2}}
The net income that we need every month to pay all fixed costs (incl. future mortgage costs) and to be able to lead a normal life (groceries, vacation etc.):

How long have you spent looking for a property?*
How many houses have you already bid on?*
Was your offer higher than the asking price?*
- Yes
- No
Approximately by what percentage?*
Do you feel that you have taken a financial risk with this offer?*
- Yes
- No
Were/are you supported by a real estate agent when buying the property?*
- Yes
- No

Thank you for filling out the questionnaire!
Click on Send at the bottom of the page to complete the questionnaire.

We have recently changed the design and questions of the questionnaire and we would like to hear from you what you thought of it.
Briefly enter your feedback here with regard to the questionnaire, then we will start to work on it!

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Mortgage Questionnaire

Step 1 of 11

1. Personal situation

2. Mortgage

3. Risks and insurances