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bar for whole of market financial package Application Form

Introducer Login?
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Applicant

limited company or name(s) of individual(s) applicant *required

is the applicant a limited company? trade/business type

does the applicant or a related person (spouse, common law partner, parent, sibling, child,
grandchild, grandparent) dwell or intend to dwell at part of the property being offered as security?

if so, does this part exceed 40% of the total security area?

FINANCIAL STATUS

income evidence
1 year’s accounts professionally prepared by chartered/certified accountant
rental income
employed income
self declaration & accountants letter
self dec with projections (new start ups)

credit status
any existing CCJs, if yes, no. of unsatisfied CCJs in past 2 yrs value £ highest arrears in past 12 months (re-mortgages only)

previous bankruptcy,
if yes, when was it discharged?
n/a none completed over 2 years completed over 1 year current & satisfactory

Commercial Mortgage

preliminary proposal for a commercial mortgage £ over

select plan:
non-conforming    near prime

purpose of loan

what broker fee (if any) will be charged in total to the client? (please state none if none applies) £

Primary Security

address of property offered as primary security
address 1
address 2
town/city
postcode

brief description of property

tenure of security freehold feuhold leasehold, years remaining on lease

where property owned: date purchased purchase price £ current value£

amount of any outstanding mortgage/charge £ name of mortgagee

where property is to be purchased: purchase price £

Primary Intermediary

Intermediary Walker Jones Commercial contact name

will you be advising the customer on this application?

FSA: are you a directly authorised firm an appointed representative an authorised network non-authorised

network: FSA no.

telephone    fax mobile

email

Please provide the names of any other introducers who will be remunerated on this case.
(Please state none if this does not apply. Please note: this includes names of any AR’s)

Validation

To verify your identify please enter in the letters in the box below: