Property finance

Client information form.

Bridging, refurbishment, development and part-complete schemes. Complete the sections below and send it with the documents listed in section 7. The more you can give us up front, the faster we can put your project in front of the right lender. Leave anything that does not apply blank.

Finance required what you are looking for
Type of finance
Borrower who will be taking the loan
Borrowing as
The property or site the security for the loan
Construction team who is building it, if there are works
Breakdown of units one line per unit

For units you plan to sell, give the expected sale price (GDV). For units you plan to rent out, give the expected monthly rent. Fill in both if you have them.

Totals0£0£0
Adverse credit for the borrower, directors and shareholders

Has the borrower, or any director or shareholder, had any adverse credit, for example CCJs, defaults, missed payments, arrears, IVAs or bankruptcy, personally or through a company?

Documents to send with this form attach each one, or tick if you’ll email it
Development appraisal

Including the core construction cost, contingency and CIL.

Property portfolio schedule

For each property you own: address, current value, outstanding debt, monthly rent and lender.

Development experience / CV

For each past project: address, GDV, build costs, year undertaken and a short overview of the scheme.

Photos and reason for refinance

Only if this is a part-complete scheme: current photos of the site and why you are refinancing it. Several photos? Put them in one PDF or zip.

How to send it

Attach what you can above, up to 10 MB in total, and press send at the bottom. It comes straight to us at hello@herbertandellis.com. Anything larger, email it to that address or straight to your Herbert & Ellis contact. We will be in touch to talk it through.

Declaration

I confirm the information in this form is true and complete to the best of my knowledge, and I am happy for Herbert & Ellis to share it with lenders to arrange finance for this project.

Finance is subject to status and lender criteria. The information you provide is used to arrange finance for your project.