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Loan information
Type of Security First charge Second charge
If a second charge, what is the current rst charge balance £
Loan Requirements
Scheme Standard bridging Light refurbishment Heavy refurbishment
Reason for loan
Repayment type Monthly payments Retained interest
(Regulated Mortgage Contracts must be retained interest)
Loan type Purchase Renance
Is, or will, the property be let? Yes No N/A
Does any applicant or an “immediate family member” live in or intend to live in the property? Yes No N/A
Is the loan wholly or predominantly for the purposes of a business carried on, or intended to be carried on,
by all of the applicants?’
Yes No N/A
Has any applicant or “immediate family member” ever lived in the property or did any applicant inherit it? Yes No N/A
Do any of the applicants currently own buy to lets other than the property or any additional security?
If yes, total number of Buy to Let mortgaged properties owned by the applicants
Yes No N/A
If there is an additional security, do any applicants or an “immediate family member” live in or intend to live in the
additional security?
Yes No N/A
If there is an additional security, has any applicant or an “immediate family member” ever lived in the additional
security or did any applicant inherit it?
Yes No N/A
Is, or will any additional security be let? Yes No N/A
Qualification criteria
Have the applicant(s) had any adverse credit registered in the last 3 years?
Yes No
If yes, please provide additional details
Application type (Regulated Mortgage Contracts available to individuals only) Personal Limited company
Yes
No
Non-advised
Is this application a Regulated
Mortgage Contract?
Level of advice Advised
(
Regulated Mortgage Contracts must always be advised)
Does your customer wish to add any of the following fees to the loan (they should make a positive choice to do this)?
Telegraphic transfer fee Yes No Facility fee Yes No Assessment fee Yes No
Yes Are you charging the applicant(s) a broker fee?
Is this fee refundable? Yes No
No If yes, how much £
If yes, how much is refundable? £
When is this payable?
When is this refundable?
