Fillable Bridging Finance Decision in Principle (DIP) (Complete FS)

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Bridging Finance Decision in Principle (DIP) (Complete FS)

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1
Bridging Finance
Decision in Principle (DIP)
Please conrm if this is associated to a 0% facility fee product Yes No
Intermediary details (customer facing)
Are you? Directly Authorised Appointed Representative Commercial Broker
Name
Your customer reference
Address (including postcode)
Email address
FCA registration number (if applicable)
Telephone number (including STD code) Conrm your NACFB membership number (if applicable)
Fax number (including STD code)
Personal details - applicant/director 1 Personal details - applicant/director 2
To be completed for all enquiries, if there are more than 2 directors, please complete the ‘Additional director details’ form which can be found at
precisemortgages.co.uk and attach with this form
Title (Mr/Mrs/Miss/Ms/Dr/Other) Title (Mr/Mrs/Miss/Ms/Dr/Other)
If specied ‘Other’ please state If specied ‘Other’ please state
First name First name
Middle name(s) Middle name(s)
Surname Surname
D.O.B. D.O.B.
Nationality Nationality
Total eligible income £ Total eligible income £
Current residential mortgage debt £ Current residential mortgage debt £
Current estimated value £ Current estimated value £
Residential status Residential status
Current address
(Inc Postcode) Current address (Inc Postcode)
Limited company details (only to be completed for a limited company)
Name of company
Company registration number Number of directors
Business start date (DD/MM/YY) Country of incorporation
Please tick to conrm if you are part of a: Network Club Packager
Network/Club details
(If you are an AR you must provide details of your network)
Packager details
Contact name Contact name
Company name Company name
Company address
(including postcode) Company address (including postcode)
Company telephone number (including STD code) Company telephone number (including STD code)
FCA registration number (if applicable) FCA registration number (if applicable)
2
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
Is this application a Regulated
Yes No
Level of advice Advised Non-advised
Mortgage Contract? (
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
Do you intend to pass any of the procuration fee to the applicant(s)? Yes No If yes, how much £
Are you charging the applicant(s) an administration fee? Yes No If yes, how much £ When is this payable?
Is this fee refundable? Yes No If yes, how much is refundable? £ When is this refundable?
Are you charging the applicant(s) a broker fee? Yes No If yes, how much £ When is this payable?
Is this fee refundable? Yes No If yes, how much is refundable? £ When is this refundable?
Are you charging the applicant(s) a packager fee? Yes No If yes, how much £ When is this payable?
Is this fee refundable? Yes No If yes, how much is refundable? £ When is this refundable?
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 Renance
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
(excluding properties on any new Precise Mortgages applications).
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
3
Exit strategy - please tick all that apply
Sale Renance Maturity of endowment plan
Maturity of pension plan Maturity of savings plan Other
Please provide full details (continue on ’Additional information’ page if required.)
Total purchase price/estimated value £ Total open market value £
If purchase price is less than the open market value, please explain the reason
Total advance required (exclusive of fees/retained interest payments) £
Term in months (12 months max for Regulated Mortgage Contracts)
Will any additional security be available? Yes No If yes, what is the available equity
Type of conveyancing
Joint representation
Where our conveyancer acts for both
us and you (England and Wales only).
Separate representation
Where our conveyancer acts for us only
and you have your own conveyancer.
Security details For more than one property, please add to additional information section
Property address (Inc Postcode)
Type (e.g. house, terraced house etc) Property’s current use
Number of storeys (ats only) Floor number (ats only) Number of bedrooms
Tenure Remaining term of lease (where applicable)
Multi-Unit Yes No Number of Units
Holiday Let Yes No
If the property is a Holiday Let, please provide the URL link to the property advertisement.
4
Signed Date
Print name
00376 (12.2)
We can provide literature in large print, Braille and audio tape. Please ask us for this leaet
in an alternative format if you need it.
Precise Mortgages is a trading name of Charter Court Financial Services Limited which is authorised by the Prudential Regulation Authority and regulated by the Financial
Conduct Authority and the Prudential Regulation Authority (Financial Services Register Firm Reference Number 494549). Registered in England and Wales with company
number 06749498. Registered ofce: 2 Charter Court, Broadlands, Wolverhampton WV10 6TD.
Broker declaration
By submitting this request for a Decision in Principle to you, I :
Note that you may use information that you may already hold about the Applicants (including Guarantors) in assessing this application including
details about other properties which are mortgaged to you where they are the borrower or guarantor. I am aware, have made the Applicants
aware and they agree that as part of this application you may provide to me, on their behalf, details of those properties to conrm that the
information you hold about those is complete and accurate.
Conrm that, if I send this form to you by email or have requested that you provide me with information by email I have made the Applicants
aware of this, that email is not a secure medium and the content may be intercepted before it reaches the intended recipient.
Agree to your Short Term Lending Terms of Business (2016 Edition) on my and the Firms behalf. (The terms of business can be accessed from
pdf.precisemortgages.co.uk/01542_scl_terms_of_business.pdf)
Credit Decisions and Fraud Prevention Agencies
Note that:
The personal information you collect from me will be shared with fraud prevention agencies who will use it to prevent fraud and
money-laundering and to verify the identity of the applicant and any guarantor (Applicants). If fraud is detected, I or the Applicants could be
refused certain services, finance or employment. Further details of how my and their information will be used by you and these fraud prevention
agencies, and my and their data protection rights, can be found by contacting the Data Protection Officer at Precise Mortgages.
You will also supply Applicant’s personal information to credit reference agencies (CRAs) in order to process their application and they will give
you information about Applicants, such as about their financial history. You do this to assess creditworthiness and product suitability, check their
identity, manage their account, trace and recover debts and prevent criminal activity.
You will also continue to exchange information about Applicants with CRAs on an ongoing basis, including about their settled accounts and any
debts not fully repaid on time. CRAs will share their information with other organisations. Their data will also be linked to the data of their spouse,
any joint applicants or other financial associates.
The identities of the CRAs, and the ways in which they use and share personal information, are explained in more detail at
www.equifax.co.uk/crain, www.experian.co.uk/crain or www.callcredit.co.uk/crain.
The details entered must be accurate and true to the best of my knowledge. If you suspect my or the Applicant’s involvement in fraudulent
activity you will take appropriate action against me and/or the Applicant.
Privacy Notice - Customer
Note that how you, credit reference and fraud prevention agencies use customer information, is set out in more detail in your
Summary Privacy Notice. You are providing this to me as the Applicant(s) representative and in order to allow you to lawfully progress their
application, you require conrmation that I, as the Applicant(s) representative, have provided a copy of the Summary Privacy Notice to
each of the Applicants, before you can lawfully proceed with their application.
Conrm that I have provided each Applicant with a copy of the Summary Privacy Notice.
Privacy Notice - Intermediary
Note that:
More information about how you and fraud prevention agencies use information you hold about mortgage intermediaries is contained in your
Intermediary Privacy Notice.
You may contact me about products and services offered by Precise Mortgages by post, electronic mail, telephone, SMS text messaging and
any other online or interactive media. If you do not wish to receive these then please send an email to marketing@precisemortgages.co.uk with
the subject line of ‘Unsubscribe’ from the above email address.
5
Broker name
Applicant(s) name
If you need to enter any additional information to support this case please enter it here.
Please add any additional security details here.
Question Details
Additional information
Security To be lived in To be let
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Bridging Finance Decision in Principle (DIP) (Complete FS)

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Completed 5 April 2021

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