Fillable Application in principle (AIP) buy to let investment (Complete FS)

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Application in principle (AIP) buy to let investment (Complete FS)

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The Application in principle (AIP) buy to let investment (Complete FS) form is 7 pages long and contains:

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  • 54 check-boxes
  • 251 other fields

Country of origin: UK
File type: PDF

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1
Application in principle (AIP)
buy to let investment mortgage
Shawbrook Bank Limited, Sunderland, SR43 4AG
Property Finance T 0330 123 4521 F 01277 751 145 cm.broker@shawbrook.co.uk property.shawbrook.co.uk
Registered office: Lutea House, Warley Hill Business Park, The Drive, Great Warley, Brentwood, Essex, CM13 3BE. Registered in England and Wales -
Company Number 388466. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
20201019_B2B_Collateral_GuidesForms_BTLInvestmentAIP_GC
Let’s see if we can lend…
Details requested are essential to provide us with a thorough overview of the proposal and ALL questions
must be answered to prevent a delay in processing.
1. Broker details & FCA permissions
All introducers involved in the transaction must be listed
Shawbrook broker partner name Broker fee amount
(if applicable) (£ or %)
Name of firm Contact name
Telephone Email
FCA permissions
Please confirm you provided the advice
YesNo
FCA number
Other introducer details
Name of firm Contact name
Address
Telephone Email
FCA permissions
Please confirm you provided the advice
YesNo
FCA number
I confirm that the intermediary providing the financial advice on this transaction holds
the correct permissions and is authorised to do so
YesNo
2. Applicant source
Please confirm where the lead was generated from
Introducer from own panel Direct applicant recommended by existing customer
Direct applicant from own marketing campaign Shawbrook referred introducer
Introducer from a network/affinity group Direct applicant referred by Shawbrook
Shawbrook event/show
2
Application in principle (AIP)
buy to let investment mortgage
Shawbrook Bank Limited, Sunderland, SR43 4AG
Property Finance T 0330 123 4521 F 01277 751 145 cm.broker@shawbrook.co.uk property.shawbrook.co.uk
Registered office: Lutea House, Warley Hill Business Park, The Drive, Great Warley, Brentwood, Essex, CM13 3BE. Registered in England and Wales -
Company Number 388466. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
20201019_B2B_Collateral_GuidesForms_BTLInvestmentAIP_GC
4. Loan details
Application type
Individual/sole trader Partnership
UK Limited Company LLP Trust
Loan amount £ Term
(Years)
LTV requested %
Estimated completion date
M Y Y YD D M Y
Fixed rate? YesNo If yes, number of years fixed 3 5 10
Product
Single BTL Complex BTL Large HMO RR1 RR2
Repayment
Interest only Part capital repayment Full capital repayment
Is it the client’s intention to carry out works on any of the properties?
YesNo
Does this include any change of use, structural alterations or works requiring planning permission?
YesNo
If so, is this planning in place?
YesNo
How much does the client intend to spend on the property? £
Do any of the properties comprise more than 1 self-contained unit? YesNoHow many units?
RR products only Estimated after works value £ Estimated after works rental £ PA
Please tick to confirm you have discussed all available repayment and interest rate options
with the client
Please tick to confirm that this AIP is submitted on your understanding that the borrower has
sufficient experience to meet our requirements
How many mortgaged Buy To Let properties does the client have?
If the term exceeds 10 years, please tick to confirm that the outside portfolio meets our
requirements
(if unsure, please leave blank, or use the online calculator to confirm)
3. Existing Shawbrook customers
Please confirm if the customer has another product with Shawbrook
We are pleased to offer a 0.25% reduction on the arrangement fee for any clients who have been party to a Shawbrook
savings account, open for 6 months or more with a £100+ balance, or a formally sanctioned Shawbrook loan
Asset finance
Business credit Commercial mortgages
Account number(s)
Secured loan Savings account
Consumer loan
Has the customer completed a Shawbrook mortgage within the last 6 months?
Please select the checkbox if the customer’s total lending exposure on all Shawbrook
products will exceed £25,000,000?
3
Application in principle (AIP)
buy to let investment mortgage
Shawbrook Bank Limited, Sunderland, SR43 4AG
Property Finance T 0330 123 4521 F 01277 751 145 cm.broker@shawbrook.co.uk property.shawbrook.co.uk
Registered office: Lutea House, Warley Hill Business Park, The Drive, Great Warley, Brentwood, Essex, CM13 3BE. Registered in England and Wales -
Company Number 388466. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
20201019_B2B_Collateral_GuidesForms_BTLInvestmentAIP_GC
5. Mortgage purpose
Purchase Refinance/ remortgage Refinance & capital raising
Capital raising Transfer of equity
Property Incorporations
Is the property being transferred to a limited company?
YesNo
(If Yes, please contact the Sales Desk to discuss the
transaction and confirm application requirements)
Remortgage/refinance
Estimated property value £
Date purchased
M Y Y YD D M Y
Amount of outstanding finance £ Original purchase price £
Is there any element of debt forgiveness from the existing lender? YesNo
Where more funds are being borrowed than are currently owed on the property, what will the proceeds be used for?
Debt consolidation Property improvements Purchase another property Existing loan + fees
Other
(please detail)
Purchase
Purchase price £ Deposit source
6. If the main applicant is a limited company or LLP
Limited company or LLP name
Ltd Co or LLP registered trading address
Ltd Co or LLP correspondence address (if applicable)
Company number UK incorporated?
YesNo
4
Application in principle (AIP)
buy to let investment mortgage
Shawbrook Bank Limited, Sunderland, SR43 4AG
Property Finance T 0330 123 4521 F 01277 751 145 cm.broker@shawbrook.co.uk property.shawbrook.co.uk
Registered office: Lutea House, Warley Hill Business Park, The Drive, Great Warley, Brentwood, Essex, CM13 3BE. Registered in England and Wales -
Company Number 388466. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
20201019_B2B_Collateral_GuidesForms_BTLInvestmentAIP_GC
6a. Applicant information
Number of applicants Borrower/guarantor 1 Borrower /guarantor 2
Title
Forename(s)
(including any middle names)
Surname
Date of birth
M Y Y YD D M Y M Y Y YD D M Y
Residential address
Correspondence address
(if different from above)
Date moved in
M Y Y YD D M Y M Y Y YD D M Y
Previous address if this is less than 3 years
(Full 3 year address history required)
Date moved in
M Y Y YD D M Y M Y Y YD D M Y
Nationality
Preferred contact number
Personal income £ £
Personal net worth £ £
The applicant’s personal income is sufficient
to support their personal expenditure
YesNo YesNo
Have you ever been convicted of
a criminal offence?
YesNo YesNo
If you answered YES to the above, please provide a full explanation below including what it was in relation to,
when it occurred, and whether the situation has now been fully resolved.
Details
Has an internet search of the applicants or any associated companies revealed
any adverse information?
YesNo
Do any of the applicants have any personal or business adverse credit?
YesNo
Does the client or a related person dwell or intend to dwell at the property being
offered as security?
YesNo
If so, does this part exceed 40% of the total security area?
YesNo
5
Application in principle (AIP)
buy to let investment mortgage
Shawbrook Bank Limited, Sunderland, SR43 4AG
Property Finance T 0330 123 4521 F 01277 751 145 cm.broker@shawbrook.co.uk property.shawbrook.co.uk
Registered office: Lutea House, Warley Hill Business Park, The Drive, Great Warley, Brentwood, Essex, CM13 3BE. Registered in England and Wales -
Company Number 388466. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
20201019_B2B_Collateral_GuidesForms_BTLInvestmentAIP_GC
7. Security Information
How many properties are being offered as security?
For portfolios deals, please complete the
Property Portfolio sheet.
Property address
Property description House Bungalow Flat Maisonette HMO Student let
If the property is/
has a flat
Units in block? Storeys in block
Larger than 30m
2
?
YesNo
Is the property above a commercial property?
YesNo
Is the property ex-local authority owned?
YesNo
Is the property in a finished condition, ready to let?
YesNo
If no, please confirm works
Has the property been refurbished/converted within the last 12 months?
YesNo
If yes, cost of works completed £ Number of tenants
Current passing rental income at security from residential letting income £
Please confirm that you have checked the DSCR fits on the online calculator
Yes
Single residential property applications may be suitable for an AVM (Auto Valuation Model).
Please complete the questions below.
Where the property is a flat Purpose BuiltConverted
For all property types
Date of construction
M Y Y YD D M Y
Tenure Freehold Leasehold Feudal
Unexpired term of lease year(s)
Number of bedrooms Number of reception rooms
Is there anything non-standard about the property, title or ownership?
YesNo
If yes, please confirm full details
Has the external walls been completed with cladding or has cladding been added to the
external walls?
(if yes please discuss this application with a Shawbrook representative prior to submission)
YesNo
6
Application in principle (AIP)
buy to let investment mortgage
Shawbrook Bank Limited, Sunderland, SR43 4AG
Property Finance T 0330 123 4521 F 01277 751 145 cm.broker@shawbrook.co.uk property.shawbrook.co.uk
Registered office: Lutea House, Warley Hill Business Park, The Drive, Great Warley, Brentwood, Essex, CM13 3BE. Registered in England and Wales -
Company Number 388466. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
20201019_B2B_Collateral_GuidesForms_BTLInvestmentAIP_GC
8. Additional security information
For portfolios deals, please complete the Property Portfolio sheet.
Property address
Purchase price/estimated value £ Original finance on property £
Property description House Bungalow Flat Maisonette HMO Student let
Type of security
First charge Second charge
Number of reception rooms
Single residential property applications may be suitable for an AVM (Auto Valuation Model).
Please complete the questions below.
Where the property is a flat Purpose BuiltConverted
Is the Additional security above or directly adjacent to commercial premises
YesNo
Current passing rental income at security from residential letting income £
For all property types
Date of construction
M Y Y YD D M Y
Tenure Freehold Leasehold Feudal
Unexpired term of lease year(s)
Number of bedrooms Number of reception rooms
Is there anything non-standard about the property, title or ownership?
YesNo
If yes, please confirm full details
Has the external walls been completed with cladding or has cladding been added to the
external walls?
(if yes please discuss this application with a Shawbrook representative prior to submission)
YesNo
7
Application in principle (AIP)
buy to let investment mortgage
Shawbrook Bank Limited, Sunderland, SR43 4AG
Property Finance T 0330 123 4521 F 01277 751 145 cm.broker@shawbrook.co.uk property.shawbrook.co.uk
Registered office: Lutea House, Warley Hill Business Park, The Drive, Great Warley, Brentwood, Essex, CM13 3BE. Registered in England and Wales -
Company Number 388466. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
20201019_B2B_Collateral_GuidesForms_BTLInvestmentAIP_GC
9. Summary of proposal
Please outline the purpose of the loan including full details of the applicant’s objectives, along with the merits of the
proposal. Mitigating points relating to any negative aspects should also be explained in this section in order for an
accurate initial assessment to take place.
10. Data protection checklist
Must be fully completed before we can complete any searches. Please complete all items on this checklist.
Please confirm who read Shawbrook’s privacy script to the applicant(s): Shawbrook brokerOther introducer
If the script was read by ‘Other introducer’, the Shawbrook broker partner must countersign below and by doing so will
be confirming that: (a) the ‘Other introducer’ is known to them; and (b) the ‘Other introducer’ has read Shawbrook’s most
recent privacy script (as found on the Shawbrook Broker Hub).
I have read the most recent Shawbrook privacy script (as found on the Shawbrook Broker Hub), and which contains
details about Shawbrook’s privacy notice, credit reference agency searches and the C-R-A-I-N to the applicant(s),
and they have confirmed that they wish to proceed with the application.
Date and time script read to the applicant(s)
If by telephone, was this recorded? YesNo
Broker partner signature Other introducer signature
Print Shawbrook broker name Print other introducer name
Date
M Y Y YD D M Y
Date
M Y Y YD D M Y
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Application in principle (AIP) buy to let investment (Complete FS)

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Completed 5 April 2021

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