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Case Details
Loan Size
£
About the Borrower
First Name
Last Name
Borrower D/O/B
Email Address
Phone Number
Net Asset Worth
£
Will you offer additional collateral
Select Yes or No
Yes
No
Type of Borrower
Please select at least one Type of Borrower.
Type of Borrower
Select Type of Borrower
Charity
Individual or Sole Trader
Limited Company
LLP
SIPP
Trust
Has the company been set up yet
Select Yes or No
Yes
No
Company name
Experience
Select Experience Level
First Time Developer
Contractor Only
Experienced Developer/Landlord
Not Applicable (Non Development)
Is a Company Debenture offered
Select Yes or No
Yes
No
Will you offer a Personal Guarantee
Select Yes or No
Yes
No
Will you offer a Corporate Guarantee
Select Yes or No
Yes
No
Is the customer interested in any of the following products
Asset finance
Buildings and contents insurance
Buildings insurance
Contents insurance
Critical illness insurance
Executive income protection insurance
Gift inter vivos insurance
Group death in service insurance
Income protection insurance
Invoice finance
Key man income protection insurance
Key man insurance
Landlords insurance
Life insurance
Loan protection insurance
Mortgage insurance
Relevant life insurance
Shareholder protection insurance
Unsecured business loan
Whole of life insurance
Is the customer looking for any of the types of finance below
2nd charge secured loan
Buy to let limited company and portfolio mortgage
Buy to let personal mortgage
Commercial mortgage
Consumer buy to let mortgage
Development finance
Equity/JV Funding
Let to buy mortgage
Mezzanine finance
Personal buy to let mortgage
Regulated bridging
Regulated buy to let mortgage
Residential mortgage
Semi-commercial mortgage
Unregulated bridging
Credit History
Does the borrower and/or its Directors have totally clean credit history
Select Yes or No
Yes
No
Credit History
Bankruptcy Settled/Historic
Bankruptcy Unsettled
Corporate Insolvency
Minor Adverse Settled
Minor Adverse Unsettled
Severe Adverse Settled
Severe Adverse Unsettled
Property Details
Property Type:
Select Property Type
Single Property
Portfolio
Full Address
For a Portfolio - please enter the address of one of the properties.
House Number:
Street:
Postcode:
Town / City:
County:
Country:
Type of Purchase
Recent Purchase
Not Yet Purchased
Historically Owned
Current Type of Project/Asset
Please select at least one Type Of Asset Class.
Select Type of Asset
Agricultural Land
Air Space Commercial
Air Space Residential
Assisted Living
Barn Conversion
Caravan Park
Care Home
Church Conversion
Farm
Football Stadium
General Commercial
Golf Course
HMO
Hotel
Industrial
Land with No Planning
Land with Planning
Leisure
Mixed-Use
Office
PBSA
Petrol Stations
Place of Worship
Pubs and Bars
Residential
Restaurants
Retail
Retail Park
Current number of units
Security Available
1st Charge
2nd Charge
Current First Charge Debt Amount
£
Current Second Charge Debt Amount
£
First Charge Lender
Second Charge Lender
Is the property an incoming producing investment
Select Yes or No
Yes
No
Is the property vacant
Select Yes or No
Yes
No
What is the Rental income Per Annum
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