Generic Enquiry
Full Name of Broker
Brokerage
FCA Number
Telephone
Your Email Address
Primary Applicant's Surname
MORTGAGE REQUIRED
Size of mortgage
LTV
Type of Mortgage (BTL, Residential, Secured Loan, Bridge etc. Purchase or Remortgage etc)
Source of Deposit (if purchase)
Mortgage Required
RESULTS TO DATE
Where has the case been so far?
What have been the difficulties?
Results to Date
INCOME & AFFORDABILITY
What is the income available and how is it earned? (Rental income if BTL)
Employment information or equivalent.
Income & Affordability
PROPERTY / SECURITY DETAILS
Valuation
What do we need to know about the property/security address?
Property / Security Details
APPLICANT DETAILS
Adverse credit? --> ASK FOR CREDIT FILE TO BE SENT THROUGH
Age etc
Applicant Details
ANY OTHER INFO