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Tracker Rate
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Homeowner Loans
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Offset Mortgage
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New Home Mortgage
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Development Finance
Intermediary Enquiry Form
Please enable JavaScript in your browser to complete this form.
1
Limited Company / LLP / Trust Limited Company
2
2a. Applicant 1
3
2b. Applicant 2
4
Property Portfolio
5
Project Details
6
Security Details
7
Planning Permission
8
ACQUISITION COSTS
9
Build Costs
10
After Works Details
11
Experience
12
Notes
13
Digital Signature
Company name
*
Company number
*
Number of Directors
Comporate entity type
SPV
SPV
Trading Company
UK Incorporate?
Yes
Yes
No
Sector
Next
Title
Mr.
Mr.
Mrs.
Miss.
Ms.
Dr.
Sir.
Lord.
Lady.
Residency status
Owned
Owned
Rented
Living with Family
Housing Association
Council
First Name
*
Surname
*
Advertise credit (last 6 years)
Employment
Employed
Employed
Self-Employed
Retired
Unemployed
DOB
Buildings & Contents Insurance
Monthly income
Nationality
Address
How many properties does the client have
How many years experience does the client have
Date move in
Estimated Net Worth
Previous
Next
Title
Mr.
Mr.
Mrs.
Miss.
Ms.
Dr.
Sir.
Lord.
Lady.
Residency status
Owned
Owned
Rented
Living with Family
Housing Association
Council
First Name
*
Surname
*
Advertise credit (last 6 years)
Employment
Employed
Employed
Self-Employed
Retired
Unemployed
DOB
Buildings & Contents Insurance
Monthly income
Nationality
Address
How many properties does the client have
How many years experience does the client have
Date move in
Estimated Net Worth
Previous
Next
Property Address
Market Value
Outstanding Debt
Property Use/Type
Investment Property?
Yes
Yes
No
Yes
Yes
No
Yes
Yes
No
Yes
Yes
No
Previous
Next
Type of project
Self Build (Ground Up Development)
Self Build (Ground Up Development)
Conversation to Residential
Conversation to Commercial
Knock Down and Re Build
Extension
Loft Conversion
Will this be the applicant’s
Yes
Yes
No, Buying to sell or let out
Status of Plot
Owned
Owned
Already Gifted
Being Gifted
Offer Accepted
Offered
Preparing to Offer
Identified
No property Yet
Main residence?
Previous
Next
Address
Value or Purchase Price
Property type
Residential
Residential
Semi Commercial
Commercial
Land
Tenure
Freehold
Freehold
Leasehold
Feuhold
Sub category property type
B&B
B&B
Business Center
Buy to Let
Care Home
Car Showroom
Car Park
Casino
Castle
Children Nursery
Conversion
Development
Development/Conversion
Equestrain
Ex LA Property
Factory
Farm/Agricultural
Farm/Equestrain
Flat
Flat (above 6th Floor) - Ex Local Authority
Flat (above 6th Floor) - Above/Adj Commercial
Flat (below 6th Floor) - Ex Local Authority
Flat (below 6th Floor) - Above/Adj Commercial
Flat above commercial - Ex Local Authority
Flat above commercial - Above/Adj Commercial
Freehold Block of flats
Garden Center
Grade 1 Listed Building
Grade 2 Listed Building
Guest House
Guest House (inc living accom)
House - Single Dwelling - Ex Local Authority
House - Single Dwelling - Above/Adj Commercial
HMO
HMO (7 or more rooms)
HMO/MultiLet
Holiday Let
Hotel
Industrial
Industrial East
Kennels/Cattery
Land
Land with Detailed Planning
Land without Outline Planning
Launderette
Live Work Unit more than 40% residential
Live Work Unit less than 40% residential
Maisonette
Manor House
Medical Centre
Night Club
MOT Station
Non Standard Construction Resi/BTL
Office
Petrol Station - current
Petrol Station - former
Portfolio - commercial
Portfolio - mixed
Portfolio - residential
Pub / Bar
Pub / Restaurant
Pub - close
Pub - trading
Religious Premises
Residential
Restaurant
Retain Unit
Retain Unit with living accomodation
School
Semi-Commercial
Serviced Apartment
Shared Ownership
Shopping Center
Shorts Club
Storage Unit / Look up / Garage
Takeaway
Unmortgagable property
Veterinary Practice
Warehouse
Detached House
Semi detached house
Terraced house
Detached bungalow
Semi detached bungalow
Terraced bungalow
Other
If Leasehold, Remaining years
Construction type
Standard
Standard
Non-Standard
Existing balance
Charged offered
1st Charge
1st Charge
2nd Charge
1st & 2nd Charge
Previous
Next
Current Planning Status
Detailed Planning Granted
Detailed Planning Granted
Detailed Planning Applied For
Outline Planning Agreed
Planning has been locked (Build Started)
Planning Not Required
No Planning in Place
Planning Link
Application Number
Previous
Next
Purchase Price
Date of Purchase
Current Market Value
Stamp Duty Land Tax
Legal Fees
End Value GDV (Gross Development Value)
Previous
Next
Amount
Contingency (min of 5-10%)
Professional Fees
CIL
S106
Other
Previous
Next
Property description after works
Number of Units
Total Sqft
Build Term
Years
Build Term
Months
Loan Amount Required
Loan Term
Years
Loan Term
Months
Previous
Next
Experience 1.0
Property Address
No. of units
Scope of Works
Unit Type
(Flats/Houses)
Investment Property?
Yes
Yes
No
Date Commenced
Purchase Price
Development Costs
GDV
Date Completed
Date of Exit
On Time?
Yes
Experience 2.0
Property Address
No. of units
Scope of Works
Unit Type
(Flats/Houses)
Investment Property?
Yes
Yes
No
Date Commenced
Purchase Price
Development Costs
GDV
Date Completed
Date of Exit
On Time?
Yes
Experience 3.0
Property Address
No. of units
Scope of Works
Unit Type
(Flats/Houses)
Investment Property?
Yes
Yes
No
Date Commenced
Purchase Price
Development Costs
GDV
Date Completed
Date of Exit
On Time?
Yes
Experience 4.0
Property Address
No. of units
Scope of Works
Unit Type
(Flats/Houses)
Investment Property?
Yes
Yes
No
Date Commenced
Purchase Price
Development Costs
GDV
Date Completed
Date of Exit
On Time?
Yes
Experience 5.0
Property Address
No. of units
Scope of Works
Unit Type
(Flats/Houses)
Investment Property?
Yes
Yes
No
Date Commenced
Purchase Price
Development Costs
GDV
Date Completed
Date of Exit
On Time?
Yes
Previous
Next
Notes
Next
Signature
Clear Signature
Date / Time
Date
Time
Submit