Introducers
Form

Introducers Form

Broker Details

Name (*) Company Name (*)
Contact Number (*) Email Address (*)

Client Loan Requirements

Loan Amount Required? (*) Loan Repayment Term
 Enter 3 – 25 yrs
Purpose of Loan  

Client(s) Details

Number of Applicants (*)  
One Two  
Applicant 1 Applicant 2
Title (*) Applicant 1 Title Applicant 2
Name (*) Applicant 1 Name (*) Applicant 2
Date of Birth (*) Applicant 1 Date of Birth Applicant 2
Status Status Applicant 2
Married   Single Living Together
Divorced Widowed / Separated
Married   Single Living Together
Divorced Widowed / Separated
Telephone Number (*) Applicant 1 Telephone Number Applicant 2
Mobile Number (*) Applicant 1 Mobile Number Applicant 2
Current Address (*)  
 
Post Code (*)
How long have they lived there? (*)
 Years Months
(if less than 3 years add your previous address in the box below)
Name of Bank / Years with Bank (*) Applicant 1 Name of Bank / Years with Bank Applicant 2
years years
Bank Account Number (*) Applicant 1 Bank Account Number Applicant 2
Sort Code (*) Applicant 1 Sort Code Applicant 2
e.g. 40-26-56 reads 402656 e.g. 40-26-56 = 402656
Number of Dependents (below 18 years of age) (*)  
 

Client(s) Employment Details

Applicant 1 Applicant 2
Occupation (*) Occupation
Employment Status (*) Employment Status
Time in Job? (*) Time in Job?
 Years  Months
 Years  Months
? (*) ?
(£) (£)

Property Details

Type of Property(*) Construction Type (*)
   
Standard Non-Standard
Accomodation - number of : (*) Is Property Ex-Council? (*)
Bedrooms Living Rooms Kitchens
Yes No
£'s Discount Given
Bathrooms WC's Garages
Shared Ownership (*) Purchase Price? (*)
Yes No (£)
Date Purchased (*) Estimated Value ? (*)
approx (£)

Clients Mortgage Details

(*) (*)
How much is outstanding (*)?
(£)

Additional Details

Does the Client Have Any Existing Secured Loans? (*) Yes No
Name Of Lender?
Amount Owing?
Do They Have Any Adverse Credit History? (*) Yes No
Other Information?
Declaration (*)
I confirm that I have read and understood the declaration statement above (*) Yes
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