Phone Client Loan Application Form Primary contact First name: * Last name: * Primary contact no: * Email: * Loan requirement Amount: * Term: * Monthly budget: * Purpose of loan: * please select Working Capital Asset Finance Bridging Loan Cash Advance Expansion / Growth Equipment Invoice Financing Business Acquisition Commercial Mortgage Property Development Refinancing Buy-To-Let Tax / VAT Refurbishment Treatment Loan Personal Loan What is the loan for and how will it be used? * How is the business currently performing? * When would you like the funds in your account? * Business details: Business name: * Business sector: * Company type: * Please select Limited Company Partnership Limited Liability Partnership Sole Trader No of years trading: * Last year's turnover: * Company No (if Ltd): Number of employees: * Registered office address: Trading address (if different): Does the business bank account have an overdraft? * Yes No If Yes - Overdraft limit: Current usage: Has the business taken on more than £25,000 new debt this year * Yes No If Yes - Total amount: How much and with whom? Credit questions: Are there any outstanding CCJ's? * Yes No If Yes - How many: Total amount outstanding: Are there any outstanding loan applications with any other broker or institution? * Yes No If yes - please provide details (who, when and how are they progressing?) Where has the business previously been for finance? Significant adverse credit details: Significant owners: Owner 1: Name Any adverse credit? Yes No Date of birth: Time at address: Home address and postcode (3 years history required): Value of home: Outstanding mortgage: Owner 2: Name Any adverse credit? Yes No Date of birth: Time at address: Home address and postcode (3 years history required): Value of home: Outstanding mortgage: Owner 3: Name Any adverse credit? Yes No Date of birth: Time at address: Home address and postcode (3 years history required): Value of home: Outstanding mortgage: Are all directors with more than 20% shareholding prepared to sign a personal guarantee? Yes No
