Loan details
Security properties Add each property securing the loan and its charge position. If any property takes a 2nd/3rd charge, lenders that only lend on a 1st charge are excluded; combined 1st+2nd facilities (e.g. LendInvest) surface.
Client profile
Lender panel 0 products
Lender / product
Rate/mo
Max LTV
Loan range
Term
Reg
2nd
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lender, product, rate, fee_pct, max_ltv, min_loan, max_loan, min_term, max_term, min_age, max_age, regulated, second_charge, adverse, expats, scotland, ni, min_interest, erc, type, website, calculator
Precise Bridging, Standard 1st Charge Regulated (to 75%), 0.0062, 2, 75, 50000, 10000000, 1, 12, 21, 85, yes, no, yes, no, yes, no, 1, 0, regulated, https://www.precisemortgages.co.uk/intermediaries,
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Client & case details
Loan & property details
Purpose & exit strategy
Client priorities
Market research — lenders considered
#
Lender / product
Rate/mo
Max LTV
Lender fee
Est. interest
Status
Suitability checklist
I have confirmed the client does not qualify for, or benefit from, a mainstream mortgage for this purpose.
The bridging loan meets the client's stated need and the term is sufficient for their exit strategy.
I have considered the most suitable interest method (rolled, retained, or serviced) for this client's circumstances.
Where the recommended product is not the cheapest available, I have documented the reasons below.
The client's exit route has been assessed and I am satisfied it is credible within the loan term.
The client has been made aware of the risks of bridging finance and securing debt against their home.
A vulnerability assessment has been completed and documented.
Adviser rationale