1
Short term loan enquiry form
Shawbrook Bank Limited, Lutea House, Warley Hill Business Park, The Drive, Great Warley, Brentwood, Essex CM13 3BE
Property Finance, Commercial Mortgages tel: 03301 234 523 F 01277 751 145 email: cm.stl@shawbrook.co.uk web: 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.
GC_CP_SLB_STLEnquiryForm_20181115_12
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
Telephone Email
FCA permissions
Please confirm you provided the advice YesNo
FCA number
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
3. Existing Shawbrook customers
Please confirm if the customer has another product with Shawbrook
We are pleased to offer a 0.25% discount on the margin OR a 0.25% reduction on the arrangement fee on loans up
to £750,000, 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)
Loans up to £750,000: Discount is to apply to:
Secured loan Savings account Consumer loan Margin Arrangement fee
4. Loan details
Application type
Individual/Partnership LLP UK Limited Company
Loan amount £
Auction purchase? Tick if yes
LTV requested % Target completion date
2
Short term loan enquiry form
Shawbrook Bank Limited, Lutea House, Warley Hill Business Park, The Drive, Great Warley, Brentwood, Essex CM13 3BE
Property Finance, Commercial Mortgages tel: 03301 234 523 F 01277 751 145 email: cm.stl@shawbrook.co.uk web: 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.
GC_CP_SLB_STLEnquiryForm_20181115_12
Information Borrower/guarantor 1 Borrower /guarantor 2
Title
Surname
Forename(s)
(including any middle names)
Date of birth
M Y Y YD D M Y M Y Y YD D M Y
Nationality
NI Number
Country of birth
Permanent residential address/
correspondence address for company
Product
STL1
(resi) STL2 (mixed use) STL3 (commercial)
HR1
(resi heavy refurb) HR2 (commercial & mixed use heavy)
STL1/2 Only
Are you applying for additional funding of up to 100% of the build cost with the
Light Refurbishment Loan?
YesNo
Please tick to confirm it is your understanding that the applicant has sufficient relevant experience
to meet our requirements
Loan term months
Loan type Purchase Remortgage
Purpose of loan
Repayment type Interest serviced Retained for term Part retained If part retained, number
of months retained?
Please confirm that as far as you are aware this application is unregulated and the applicant’s/
applicants’ family have no intention to live in the security property
YesNo
5. Exit strategy
Hold as investment and refinance with BTL/term lender Sale of property/properties
Development finance Switch to Shawbrook term loan
Other Please give details
6. Applicant information
Limited company name Company number
UK incorporated? YesNo
Limited company trading address Limited company net worth £
3
Short term loan enquiry form
Shawbrook Bank Limited, Lutea House, Warley Hill Business Park, The Drive, Great Warley, Brentwood, Essex CM13 3BE
Property Finance, Commercial Mortgages tel: 03301 234 523 F 01277 751 145 email: cm.stl@shawbrook.co.uk web: 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.
GC_CP_SLB_STLEnquiryForm_20181115_12
Time at this address
years months years months
Previous address if this is less than 3 years
Does the applicant have a residential
mortgage on their home?
YesNo YesNo
If yes, amount outstanding £ £
Monthly payment
£ £
Preferred contact number
Personal annual income
(outside of rental stated)
£ £
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:
4
Short term loan enquiry form
Shawbrook Bank Limited, Lutea House, Warley Hill Business Park, The Drive, Great Warley, Brentwood, Essex CM13 3BE
Property Finance, Commercial Mortgages tel: 03301 234 523 F 01277 751 145 email: cm.stl@shawbrook.co.uk web: 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.
GC_CP_SLB_STLEnquiryForm_20181115_12
8. Additional security information
Property address
Security Type Residential Semi-commercial Commercial
Estimated value £
Charge offered 1st Charge Subsequent charge Outstanding 1st charge balance £
If remortgage Unencumbered Mortgaged please confirm outstanding balance £
Property description
(e.g. house, flat)
9. Exceptions
We accept that clients can’t always tick all the boxes, therefore if this case is outside any of our published criteria please
outline the mitigating factors here to ensure it is given the correct consideration.
7. Security information
Property address
Estimated value £ Purchase price/price paid £
If remortgage Unencumbered Mortgaged please confirm outstanding balance £
Security Type Residential Semi-commercial Commercial
Tenure Freehold Leasehold please confirm number of years left on the lease years
Property description
(e.g. house, flat)
Is the property currently tenanted YesNo
Please confirm rental income £
Are works being completed on the property YesNo
If yes, please note it is important that you provide a copy of the schedule of works to Appraisers after valuation is instructed to avoid delays later in the process.
If yes, please confirm the expected cost of these works £
If yes, please confirm the estimated after works value or GDV?
If yes, please confirm the after works rental income £
Please confirm the nature of the works
5
Short term loan enquiry form
Shawbrook Bank Limited, Lutea House, Warley Hill Business Park, The Drive, Great Warley, Brentwood, Essex CM13 3BE
Property Finance, Commercial Mortgages tel: 03301 234 523 F 01277 751 145 email: cm.stl@shawbrook.co.uk web: 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.
GC_CP_SLB_STLEnquiryForm_20181115_12
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.
11. Solicitors details
Please tick if you would like our Solicitors to send their standard requisitions and a formal undertaking letter to
the applicant’s solicitors for completion. Please note, legal work will not begin until we are in receipt of a signed
undertaking letter
Name of firm Contact number
Contact name Email address
Address
Please note: Until the data protection checklist is fully completed and signed, we cannot undertake any credit searches.
If by telephone, was this recorded? YesNo
Other introducer signature
Print other introducer name
Date
M Y Y YD D M Y
Date and time script read to the applicant(s)
Broker partner signature
Print Shawbrook broker name
Date
M Y Y YD D M Y
click to sign
signature
click to edit
click to sign
signature
click to edit