Fillable Business Plan Personal details Full name of company (Complete FS)

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Business Plan Personal details Full name of company (Complete FS)

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The Business Plan Personal details Full name of company (Complete FS) form is 3 pages long and contains:

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Country of origin: UK
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1. §
Page 1 of 2
Personal details
Applicant 1 Applicant 3
Full name of company
Applicant 2
Sole source of income Retirement planning
Additional income stream Other (please specify)
Capital appreciation
Applicant 4
Applicants/ Directors
Please visit interbay.co.uk/portfolio-checklist to ensure you have provided all necessary documentation and have paid the
valuation fee BEFORE clicking through to eTech to complete property details.
Investment strategy
Background - Include summary of applicants’ / directors’ experience in residential investment property
Please provide details of operating model
Tenant Profiles
Supporting business infrastructure
(including professional service providers, letting agents, solicitors, accountant, property management, etc)
Void periods
(
please provide details of any voids / tenant defaults / evictions that you have experienced and how these situations were managed, together with what plans you have
in place to manage these in the future.)
Business Plan
Mortgage application no:
Page 2 of 3
Please provide details of future strategy
Future funding requirements for the next 18 months
Proposed future purchases, improvements and disposals
(Please include property type, tenant type, sources of funding and funding voids during improvements)
Do you have a directorship or shareholding interest in any other companies? If so, do these companies have any financial
relationship with the borrowing entity? (please describe)
Please list account numbers of all current OneSavings Bank borrowing
Please provide any additional information in support of the application
239/IB/12.17
Head Office: PO Box 706, Fareham PO14 9PS. Telephone: 0345 878 7000. www.interbay.co.uk. Registered in England number: 05595882. Registered office: Reliance House,
Sun Pier, Chatham, Kent ME4 4ET. Part of the OneSavings Bank plc group (company number 7312896).
Page 3 of 3
Date
Date
Date
Date
Signature
Signature
Signature
Signature
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PORTFOLIO LANDLORD CASHFLOW FORECAST
Please complete with annual figures
Name
Name
Name
Name
Applicant 1
Applicant 3
Applicant 2
Applicant 4
Income Previous Tax Year Current Tax Year Notes
Gross Rental Income from
Property Portfolio (A)
Expenditure
Mortgage Payments
Tax Paid from Property
Portfolio
Letting Agents Fees
Legal & Professional Fees
inc Insurance, Ground
Rent and Service Charge
Maintenance, Repairs and
Home Improvements
Other
Total Expenditure (B)
Net cash flow (A-B)
All BTL portfolio properties
DECLARATION
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Business Plan Personal details Full name of company (Complete FS)

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Completed 5 April 2021

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