Property Finance – Fact Find

Directors Name

First

Last

Company Name (if applicable)

Property / Site Address

Directors Email

Mobile Number

Opening the call:

- Hi Steve? - Yes… - Hi It’s David from Finance Professionals UK, calling as scheduled from our chat on LinkedIn - Hi David… - So Steve, at this stage I am not sure if we can help yet, so the reason for the call is to find out a bit more about the business, what your hoping to achieve and determine if we can help!?...so do you wanna tell me a bit more… - Client should go into detail about the project or loan they require, listen carefully and take notes, some of the important details should be filled out below, but not limited to.

Choose Funding Type

What type of development project is it?

Please describe the project in a few sentences.

Property / Site Value(s)

Value Type

Estimate
Actual

Purchase or Refinance

Purchase
Refinance

Purchase Price or Current Debt

Loan Required

Deposit Available? Cash or Equity in Land/Property?

Have they spoken to their bank? What was the outcome? If not, why not + (do they have another broker?)

Any current loans, Detail, Who with, Outstanding Balance, Monthly Payment

Company Legal Status? LTD, LLP, ST?

How many Directors/Partners

Last 12 Months Turnover for the Business £ (average monthly turnover? + last 3 months monthly?)

Exit Strategy? (sell, lease or refinance)

Term required - Short Bridge or Term Mortgage?

Do they have an expectation rate? What have they paid in the past or on current loans?

Any adverse credit, any declines in the past 3 months?

Ideally, When would they like the funding?

Additional Info