Let’s get you FUNDED!
FUNDED
Funding requirement
*
£
Primary purpose of funding
*
Property
Vehicles/Equipment
Unsecured (business finance)
If more than one option is relevant discuss with your advisor and use this form for the primary driver of the requirement.
Advisor
Foy Mach
Paul Thompson
Mike Whalen
Adrian McClaren
Dinesh Ghimire
1 – The borrower
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Main contact
*
Main contact
First
First
Last
Last
Email
Phone
Borrower is;
Myself
My partner & I
My business(Sole trader)
Business partnership
Limited liability partnership
Company
Trust
Charity/Not for profit
Other
Other
Registered name
*
Reg. Number
*
Trading since
Second contact
Second contact
First
First
Last
Last
Email
Phone
2 – About the funding
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Funding for;
Property purchase
Refinance existing debt
Capital Raise
Select all that apply
Property funding type
Bridging loan (short term)
Refurbishment of property
Property conversion
Property development (Ground up)
Residential Mortgage
Business Mortgage (your business to occupy)
Buy-to-let mortgage
Commercial investment mortgage
Homeowner business loan
Other
Other
How many properties are to be included in this application?
If 4 or more please provide a portfolio spreadsheet with the full details. If you have other investment properties we will require a portfolio spreadsheet.
Address – Property 1
Address – Property 1
Address – Property 1
Address – Property 1
City
City
County
County
Postcode
Postcode
Address – Property 1
Purchase price/value
£
Property type
Please select one
Detached house
Semi-detached house
Mid-terraced house
End-terraced house
Detached bungalow
Semi-detached bungalow
Mid-terraced bungalow
End-terraced bungalow
Flat (Purpose built)
Flat (Converted)
Semi-commercial
Commercial
Land
House of Multiple Occupation
Multi-Unit Block
Bedrooms
Receptions
Bathrooms
Kitchens
Floors in block
What floor is flat on?
Number of units
Rent
£
Actual or market rent – monthly
Property description
Is this property being;
Purchased
Refinanced
Purchase Date
Have you or has a close member of your family ever lived in the property or plan to in the future?
No
Yes (details)
Yes (details)
Current balance
£
Monthly payments
£
Final repayment date
To be repaid from advance?
Yes
No (Reason)
No (Reason)
Approximate year of construction
Is the property of standard construction?
Standard
Non-standard (Details)
Non-standard (Details)
Property 2
Address – Property 2
Address – Property 2
Address – Property 2
Address – Property 2
City
City
County
County
Postcode
Postcode
Address – Property 2
Purchase price/value
£
2 Property type
Detached house
Semi-detached house
Mid-terraced house
End-terraced house
Detached bungalow
Semi-detached bungalow
Mid-terraced bungalow
End-terraced bungalow
Flat (Purpose built)
Flat (Converted)
Semi-commercial
Commercial
Land
House of Multiple Occupation
Multi-Unit Block
Bedrooms
Reception Rooms
Bathrooms
Kitchens
Floors in block
What floor is flat on?
Number of units
Rent
£
Actual or market rent – monthly
Property description
Is this property being;
Purchased
Refinanced
Purchase Date
Have you or has a close member of your family ever lived in the property or plan to in the future?
Yes
No
Current balance
£
Monthly payments
£
Final repayment date
To be repaid from advance?
Yes
No
Approximate year of construction
Is the property of standard construction?
Yes
Non-standard
Non-standard
Full description of non-standard construction methods.
Property 3
Address – security 3
Address – security 3
Address – security 3
Address – security 3
City
City
County
County
Postcode
Postcode
Address – security 3
Purchase price/value
£
3 Property type
Detached house
Semi-detached house
Mid-terraced house
End-terraced house
Detached bungalow
Semi-detached bungalow
Mid-terraced bungalow
End-terraced bungalow
Flat (Purpose built)
Flat (Converted)
Semi-commercial
Commercial
Land
House of Multiple Occupation
Multi-Unit Block
Bedrooms
Reception Rooms
Bathrooms
Kitchens
Floors in block
What floor is flat on?
Number of units
Rent
£
Actual or market rent – Monthly
Property description
Is this property being;
Purchased
Refinanced
Purchase Date
Have you or has a close member of your family ever lived in the property or plan to in the future?
Yes
No
Current balance
£
Monthly payments
£
Final repayment date
To be repaid from advance?
Yes
No
Approximate year of construction
Is the property of standard construction?
Yes
Other
Other
Deposit
£
Source of deposit
2 – About the funding
Please used the (+Add) button below if more than one asset is being financed.
Type of finance required
Hire purchase
Finance lease
Operating lease
Contract hire
Payment frequency preferred
Monthly
Quarterly
Annually
Balloon payment
£
Lump sum payment at term end.
Early repayment option preferred
Yes
No
Asset type
Vehicle
Plant
Machinery
Other
Other
Manufacturer
Model
Description
Asset is
New
Used
Supplier
Lifespan
Units
Hours
Years
Miles
Kilometers
Usage
Purchase price (or estimated value)
Deposit (if a purchase)
Resale value
£
At the end of the finance term (estimated)
Maintenance details
Plan of maintenance and estimated costs.
Delivery & Installation costs
£
Invoice or estimate upload
Drop a file here or click to upload
Choose File
Maximum file size: 104.86MB
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Add
minus1
Remove
2 – About the funding
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Business finance needed
Cash injection
Ongoing cash flow support
Personal Guarantee Available?
Yes
No
Repayment term
24
(in months)
Why is funding required?
How will the loan be repaid?
Business details
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Current turnover
£
per month
Latest year’s turnover
£
Net profit from latest accounts
£
EBITDA
Earnings Before Interest, Taxation, Depreciation & Amortisation
Existing business debt
Add a line for each mortgage, loan or credit line.
Type
Business mortgage
Asset finance
Factoring/Discounting facility
Merchant Cash Advance
Business loan (secured)
Business loan (unsecured)
Other
Type
Balance
Payment
Lender
Ends
Clearing
Yes
Being repaid from this funding
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Add
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Remove
Business credit history
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Has the business/company ever;
Missed payments on a mortgage or secured loan?
Yes
No
Missed payments on any other finance product?
Yes
No
Entered an arrangement with a lender?
Yes
No
Had a property or asset repossessed?
Yes
No
Had a CCJ against you?
Yes
No
Made any formal liquidation arrangements?
Yes
No
Details of above
Please describe the circumstances, dates, amounts involved and, if applicable, the measures taken since then to recover the business standing.
If you are human, leave this field blank.
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